At Harwood Capital, our primary focus is on financial execution, allowing our clients to concentrate on their core priorities. We specialize in assisting middle-market businesses in securing the debt or equity capital they need to achieve their financial objectives. Our team thoroughly comprehends your financing requirements, presents all available funding options, devises a comprehensive fundraising plan, and executes the necessary steps to secure the most cost-effective form of capital.

As a trusted partner, Harwood Capital has successfully facilitated the recapitalization of millions of dollars in debt and equity financing, enabling our clients to achieve various financial milestones. Whether it’s pursuing growth strategies, effectuating mergers and acquisitions, providing shareholder liquidity, or refinancing burdensome debt, we have a proven track record of delivering results.

To meet diverse capital needs, we maintain an extensive and up-to-date network of institutional investors capable of providing alternative forms of capital. Our funding partners include private equity firms, family offices, senior/junior/mezzanine lenders, hedge funds, and commercial banks. This allows us to offer a wide range of financial solutions, such as common or preferred equity, senior or subordinated debt, and term or revolving credit facilities.

Our value-add capital raising services encompass a holistic approach to help our clients achieve their financial goals. We employ a comprehensive and technology-driven process that typically includes the following steps:

1. Evaluating Capital Needs: We assess your capital requirements and provide guidance on the optimal debt/equity structure for your specific situation.
2. Business Valuation: We generate a high-level business valuation for internal discussions, allowing you to better understand the potential value of your company.
3. Marketing Materials: We create compelling executive summaries, pitch decks, or other marketing materials as needed to effectively communicate your value proposition to potential investors.
4. Targeted Investor Outreach: We develop a targeted list of prospective investors and leverage a custom customer relationship management (CRM) system to conduct outreach and maintain efficient communication.
5. Investor Presentations: We conduct presentations to articulate your company’s story and value proposition to potential investors, ensuring they have a clear understanding of your business and its growth potential.
6. Communication Management: We manage and report all communications with potential investors, ensuring transparency and efficiency throughout the fundraising process.
7. Due Diligence: We establish a virtual data room and oversee the due diligence process, facilitating the smooth flow of information between your company and potential investors.
8. Negotiations and Closing: We leverage our expertise to negotiate with investors on important aspects such as deal structure, timing, pricing, and potential financing terms. We also facilitate communication with third-party advisors and oversee the transaction’s closing.

By following this comprehensive and technology-driven process, Harwood Capital aims to maximize the probability of successfully raising capital for our clients while ensuring a seamless and efficient experience.

In conclusion, our focus is on delivering financial execution, enabling our clients to concentrate on their core business priorities. With our extensive network of institutional investors, comprehensive approach to capital raising, and commitment to exceptional service, Harwood Capital is well-equipped to assist middle-market businesses in achieving their financial objectives.