Background
Firm Expertise
Practical Experience
Legendary Customer Service
Client Listing
Testimonials
Business Funding
Acquisition Funding
Mezzanine Funding
Advisory
Mezzanine Funding
Mezzanine Expertise
Mezzanine Tools
Acquisition Funding
Acquisition Funding Expertise
Acquisition Funding Tools
Case StudiesBoard Member
For certain companies where we have strong relationships, we serve as a member of their board of directors. This allows us to give them advice and assist in the strategic course setting. With our expertise in financial advisory, capital raising and entrepreneurship, we are able to provide holistic input to facilitate corporate growth. We have served as Board members on a number of technology companies, distribution companies, and healthcare companies over the past 25 years.
Get a Free Consultation
Through our Board Involvement we have been Involved in the Following Roles
- Strategic Planning - Advising on go forward business development strategies.
- Capital Planning - Advising on capital raising options.
- Leadership - Recommending additions to the senior management team.
- Operations- Recommending changes to operations flow and IT systems.
Our value-add is in nurturing small companies so they develop more fulsome management teams and professional ways of managing their business.
Most founder-owned companies do not have formal board processes and make decisions in informal ways. The board member process should flow naturally and not cause tremendous amounts of additional work. The goal of the board member should be to bring objectivity and guidance to the company at major decision points. These include decisions such as senior level talent, acquisitions, strategy and technology deployment. Founder owned companies too often discount the importance of board members due to their detriment. We work collaboratively on our boards to provide actionable feedback that the management team can use. We bring a unique lender perspective to our clients’ board deliberations which helps them anticipate and manage lender feedback.
Frequently Asked Question
1. Is the lender also a board member for the company?
Most lenders are not board members but are board observers. In some cases, the lender may become a board member, but they usually prefer not to.
2. Who are common board members for founder-owned companies?
Minority shareholders and key senior managers are usually board members. Friends of the majority owner also serve on the board.
3. Does the board decision override lender’s rights?
No, the Board member’s decision must be aligned with the lender’s consent rights.
What We Offer
- Corporate Finance Expertise
- Vast Practical Experience
- Legendary Customer Service
Latest M&A Industry Updates!
- Current trends in Lower Middle M&A Market and Middle-market Mezzanine!
Get a Free Consultation!
- Mezzanine Funding Solutions
- Advisory Services
- End-to-end Acquisition Services
CONSIDER MAKING ATTRACT CAPITAL A BOARD MEMBER TODAY…
Let our experience & expertise play a more active role in shaping your company’s growth strategy.
From Our Blogs
The distressed company buyer tends to be overconfident as to their plan and underprepared as to their acquisition financing. There are many hidden costs within […]
Understanding the cost of acquisition financing leads to misguided comparisons and ill-informed views. Deal world participants are so focused on the nominal cost of interest; […]
Niche industries are everywhere and present a conundrum for acquisition financing providers. Each lender has their own set deal criteria that governs the types of […]
Roll up strategies need copious levels of acquisition financing, yet capital requirements do not end there. Rapidly scaling companies create capital needs far beyond the […]
First time users of acquisition financing often wade into the deep end with little focus on debt capacity. Debt capacity analysis is the foundation of […]
Working capital is the cog in the flywheel of daily business activity, converting orders into sales. While vital, it is underemphasized with most acquisition financing […]
Acquisition financing approval creates fist-pumping joy for most acquirers, who have worked hard to gain the confidence of the acquisition financing lender. Borrowers, due to […]
Technical finance vocabulary tends to confuse and conflate terms that should be clearly understood. Acquisition financing and leveraged buyouts are two such terms. They both […]
In acquisitions, deal structure is destiny and yet too many investment bankers underwhelm in structuring between mezzanine debt and minority equity. Investment bankers often overuse […]
Mezzanine debt is a strong choice for first time buyers due to its balanced and patient approach. As a hybrid type security, it embeds equity-like […]