Capital Raising
We assist in arranging the placement of corporate debt and equity, including private equity and venture capital.
We have robust
connections with
diverse investment
networks and aid our
clients in:
Analyzing immediate and long-term financing requirements
Determining optimal capital structure alternatives
Assisting in preparing a business plan and descriptive memoranda
Identifying, evaluating and contacting appropriate capital sources
Preparing management presentations for financial institutions
Soliciting financing proposals
Evaluating financing proposals for suitability, and negotiation of term sheets
Negotiating of loan and equity commitment terms
Managing the due diligence and lender wrap-up processes to ensure timely and smooth transaction closure
Valuation
We provide full valuation services to private business for perpetuation and strategic planning purposes and can also provide expert advice on benchmarking practices to enhance long-term agency valuation.
M&A Advice
Are you considering selling your business? Are you considering buying a business? The process on either side can be more complex and challenging than you think.
CONTACT US
Ready to Navigate
Your Financial
Future?
Dowling Hales has developed a consistent reputation as the “advisor of choice” dedicated exclusively to the insurance sector.
Contact Us