Investment Banking

Client service and deal execution is the number one priority at the Dalmore Group. When we engage client companies, we view ourselves as partners with management and owners, and seek to understand our clients' critical business processes and financial goals, so that we may provide the most comprehensive services possible.


Our banking professionals come from a variety of industries and bring a depth of real industry experience as operators, entrepreneurs and service professionals. Our professionals offer banking services to our clients in two key categories: investment banking and corporate advisory services.

Corporate Finance

The Dalmore Group structures and raises private financing of debt and equity for:

  • Companies in need of capital for growth.
  • Leveraged acquisitions and leveraged recapitalizations.
  • Companies seeking to refinance existing debt.

The Dalmore Group maintains active relationships with a wide range of institutional investors, including major venture capital and private equity investment funds, foreign investors seeking investments in the U.S., regional and money-center commercial banks, insurance companies, pension funds, family offices, Ultra-High Net Worth individuals and companies seeking joint ventures. These sources provide capital ranging from equity and equity-linked instruments, to subordinated and senior debt, to lease financing and off-balance sheet financing.

Our experience with these firms and understanding of their investment objectives, areas of interest and transaction processes often enable us to deliver multiple financing alternatives to our clients on attractive terms. Our principals have experience with transactions that have ranged from as small as $5 million to over $1 billion.

The Dalmore Group is able to assess all potential capital options, as depicted below, to determine a client's optimal capital structure based on a thorough understanding of the company and the financial instruments available.

 

 

Types of Capital

Equity

  • Common Equity
  • Convertible Preferred Equity
  • Redeemable Preferred Equity
  • Options, Warrants & Other Derivatives

Subordinated Debt

  • Convertible
  • Non-Convertible

Senior Debt (Asset & Cash Flow Based)

  • Lines of Credit
  • Unsecured Senior Debt
  • Secured Senior Debt

Sources of Capital

Equity

  • Private Equity Groups
  • Venture Capital Firms
  • Corporations
  • Individuals

Subordinated Debt

  • Banks
  • Specialty Finance Companies
  • Mezzanine Funds
  • Select Private Equity Groups
  • Pension Funds
  • Insurance Companies

Senior Debt (Asset & Cash Flow Based)

  • Banks
  • Specialty Finance Companies
  • Pension Funds
  • Insurance Companies

Key elements of the private capital placement process are:

  • Determining the amount, type, and use of capital to be raised.
  • Preparing marketing materials including the business plan and investor presentation.
  • Investor research and screening.
  • Marketing to our extensive network of private capital sources.
  • Evaluation of investment proposals.
  • Coordination of due diligence.
  • Negotiating final terms of the financing.
  •  Closing on the private placement.

Mergers & Acquisitions

The Dalmore Group’s team members have more than 100 years of combined experience representing companies from high growth, small and middle-market companies through to some of the world’s largest corporations. We provide a full range of transaction related services in situations such as mergers and acquisitions, divestitures, strategic partnerships, and management buyouts.