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Insights to Help Lower-Middle Market Businesses Solve Financial Problems

SERVICES

Sometimes businesses and leadership need a fresh outside financial perspective who can advocate on their behalf no matter the situation. Examples of this include questions like "how do I even go about due diligence to buy-out my competitor" or more challenging dynamics such as "how do I talk to my lenders about challenges in my business". These are scenarios where having someone acting in your interest playing for your team are critical. Our principals have experience in navigating these situations across various industries and understand the unique complexity of lower-middle market businesses. Unlike large businesses, the margin for error is far smaller and in many cases a bad hire, a delayed supplier shipment, or loss of a single customer could be the difference between a covenant default or a happy creditor.

FINANCIAL MODELING & CAPITAL STRUCTURE ADVISORY

  • Budgeting & Planning

  • Cash Flow Forecasting

  • Liquidity Management

  • Capital Structure Optimization

© 2020 by  Perigee Private Capital LLC

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