Financial Planning and Capital Formation

Path Partners prepares comprehensive, sophisticated financial models for clients — this expertise helps evaluate the organization's financial strategy and accurately establish the timing, extent and structure of a financing. This modeling capability significantly assists the small business owner in presenting the company as an attractive opportunity to potential investors.

Path Partners maintains an extensive network of capital sources that participate in funding mergers and acquisitions, management buyouts, recapitalizations and growth financings. The firm has historically managed equity transactions of $5 million to $25 million — typically completed with venture capital and private equity groups.

Sound planning and preparation, targeted solicitation, effective presentation, skilled negotiation and experienced project management all serve to differentiate the successful private placement transaction. Our funding process therefore typically includes:

Business valuation and analysis of financial strategy alternatives;

Structuring and pricing of the financing;

Preparation of the financing memorandum;

Development of lender / investor selection criteria;

Identification and solicitation of prospects;

Evaluation of proposals, and

Assisting in the negotiation of pricing, terms and conditions of the financing.

Capital Formation Frequently Asked Questions

Business Plan Frequently Asked Questions