Today the entire spectrum of the capital structure is readily available to middle-market firms from traditional sources such as banks, finance companies and institutional lenders. In addition, non traditional sources such as hedge funds and mezzanine funds have opened up to the middle-market client.

Our White Oak Group professionals have extensive experience working both within and along side financial institutions in structuring, negotiating, arranging and syndicating the broad spectrum of cash flow, asset-based, asset-backed and privately placed debt securities for both privately held and public traded middle-market clients.

This experience spans the entire life cycle of a company from start-up funding, growth capital, liquidity events and refinancing during periods of operational and financial distress.

Specific securities placement capabilities include:

Cash flow revolving credit and term loan facilities

Asset-based credit facilities

Asset-backed revolving purchase facilities

Subordinated, Tranche B and Mezzanine debt

Term debt facilities - machinery and equipment, real estate, sales lease back transactions, and securitizations

Preferred stock and common stock