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Do You Have a Client Who Needs Capital? |
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Do You Have a Client Who Needs Capital?
Chapman, Hext & Co., P.C.(“CH&Co”) has a financial consulting group, White Rock Advisors, LLC (“WRA”) whose principals are registered investment banking specialists that may be able to solve your client’s problem.
As a strategic and financial consultant to private companies seeking to grow either internally or by way of acquisition or the sale of some or all of its assets, WRA can assist them.
- In preparing their organization for a financing, merger, acquisition or sale transaction
- In conjunction with management, assist and/or prepare, the investor brief and other investor presentation materials, the assumptions and financial model inherent with the contemplated strategic move and recommend the most cost effective capital structure to fund the opportunity
- Functioning as an intermediary to introduce the client to appropriate sources of senior and subordinated debt and equity capital investors to fund the plan and strategic and financial buyers for sale transactions
- Lead the negotiations and over see the closing process with prospective investors and/or buyers
- Being an affiliate of CH&Co., a regional accounting firm, WRA has at its disposal the necessary tax and accounting expertise to structure a transaction that both complies with appropriate reporting and minimizes adverse tax consequences.
If the contemplated transaction results in a liquidity event for your client, another affiliate, CH Wealth Management LLC, can assist your client in the wealth management area post closing.
Our fee structures aligns the client’s economic interest with WRA’s and generally consists of a nominal retainer against which we bill time and materials for the preparation of client information, investor prospecting, negotiations and closing, plus a success fee with warrants, funded out of the proceeds of the financing and paid at closing.
If you desire to discuss WRAs approach and relationships further, please contact Greg Hext or Bernie Carrico at 972.644.7112.
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