CapitalRaise
Client Services- Strategic Advisory Solutions
We assist a wealth of organizations, including healthcare, biotech, medtech, and biopharma, in raising capital to fuel growth, acquire new facilities, or expand service lines. Working with private equity firms, lenders, and investors, we connect our clients with optimal funding solutions.
Our Process Capital Raise
Based on in-depth client engagement, we customize our approach to your organization’s individual requirements.
A typical transaction process includes these steps:
Step 1
Initial Consultation and Goal Setting
Step 2
Data Gathering and Analysis of Financial and Operational Data
Step 3
Merritt Due Diligence, Marketing Materials and Production of Confidential Information Memorandum
Step 4
Investor Targeting and Outreach
Step 5
Investor Engagement and Information Sharing
Additionally, we assist the Client in comparing offers and selecting the best investor or combination of investors. This decision is based on financial terms, strategic alignment, and potential for long-term partnership.
Step 6
Selection of Investor(s) and Term Negotiation
Step 7
Investor Due Diligence
Step 8
Legal Documentation
Step 9
Closing and Funding
More Client Services
Mergers &Acquisitions
Our M&A advisory team specializes in structuring and managing mergers, acquisitions, and strategic partnerships. We align your vision with the right buyer, partner, or investor, maximizing your value with a seamless process from market positioning to due diligence and closing.
DebtAdvisory
Our debt advisory services focus on helping businesses, ranging from healthcare services to medtech and biopharma, optimize capital structure and secure financing options. We help clients restructure existing debt or acquire new financing while minimizing costs and risk.
Who We Serve
We work with healthcare business owners and founders who want to achieve fresh strategic and financial opportunities.
We represent healthcare business owners and founders who are considering strategic or financial transactions. Working together, we help owners of healthcare practices, surgery centers, outpatient surgical facilities and their ancillary businesses realize desirable goals.
