Corporate Finance
Solutions
MERGER & ACQUISITION
Salt Capital Group provides buy-side, sell-side, divestiture financing, and advising for mergers and acquisitions (M&A) specifically for the emerging growth and middle market arenas ($5 million to $200 million in revenue or enterprise value). Salt Capital Group’s team consists of seasoned, senior bankers having significant M&A experience in middle markets successfully completing numerous transactions in this market across a wide range of industries. The firm offers clients personalized services, creative solutions, and the ability to close transactions quickly on the best possible terms.
Sell-Side M&A Representation
Salt Capital Group utilizes its wide network of economic, strategic, and private equity buyers to bring clients the highest market valuation.
The firm has experience with a wide range of sellers representing:
• Family-owned and founder-owned companies in obtaining liquidity
• Owners implementing an exit strategy
• Companies obtaining growth capital
• Private companies going public
• Corporations divesting a division or a product line
• Shareholders in facilitating management buyouts
Buy-Side Services for Private Equity Groups & Corporate Development
Salt Capital Group generates “Deal Flow Through,” an in-house team of experienced research professionals focused on meeting the client’s specific investment criteria.
Salt Capital Group buy-side services offer the firm’s private equity and corporate acquirers:
• Superior deal flow
• Proactive representation in the “search environment”
• Leverage of large proprietary database
• Financially qualified targets
• Analytical support for business valuation and deal structuring
• Completion on the best possible terms
WEALTH MANAGEMENT
With a traditional approach we actively manage positions in risk-adjusted stock portfolios by mirroring our alternative portfolios with a twist in evaluating non-traditional investment.
We have had remarkable success with many long-term clients designing and managing diversified portfolios. Our analysts closely follow many individual stocks and sectors. Stock leaders and laggers come and go throughout the history of the U.S. stock market. We carefully look for opportunities in undervalued companies and potential near-term growth in these liquid public securities. We also offer personal, financial, retirement, and high-level tax planning. Our professionals are very experienced in these matters and welcome the opportunity to help current and prospective clients with their long-term, holistic wealth, and financial management.
EQUITY SOLUTIONS
Salt Capital Group has an extensive and deep network of private and institutional investors and investment advisors who make equity investments from $5,000,000 upwards in early and growth-stage companies. We reach our investor community in a variety of ways through our targeted, equity campaigns. Our personal approach to our close investor relationships is complemented by very well-attended “road show” events to showcase our investment opportunities. We utilize the latest in securities Reg-Tech to digitally showcase investments on our custom offering platform, and widely advertise those same offerings through conventional high-impact PR, marketing, as well as social media.
DISTRIBUTION OF PRIVATE PLACEMENTS
Personal Outreach
Salt Capital Group has deep relationships within its Wealth Management client base, with many clients interested in private placements. We screen investment opportunities and reach out to investors to present them such opportunities they want to be proactive with.
General Advertising
We utilize Reg-Tech for expanded distribution of our private placement offerings, allowing us to advertise offerings through social media and general press releases. There are tens of thousands of investors engaged through our weekly newsletter, which showcases our offerings.
Investor Events & Roadshows
Salt Capital group offers traditional roadshow-type, one-on-one meetings and investor meet-up conferences bringing together groups of potential investors across the United States, Europe, and Asia. These events showcase a particular offering with lively exchanges between the issuer and investors usually in an engaging setting, accompanied by entertainment.
Targeted Investor Campaigns
In addition to our general advertising campaigns, we leverage knowledge discovery in databases using our very own Rolodex of high-level investors, as well as a number of third-party proprietary investor databases for institutional investors and family offices that have previously invested in similar offerings. Because we are able to generally solicit with our offerings, we reach out to potential investors through phone calls, social media, and email campaigns. We track interest and engagement using our marketing analytics.
Digital Investment Platform
Salt Capital Group meets the needs of businesses and projects seeking capital (issuers) by offering their securities to investors in the United States and globally on a proprietary FinTech investment platform, managed by our affiliate Salt Capital Investment Management division. Investor engagement is tracked and reported to our investment professionals for personal follow-up.
Typical Equity Offerings
• $5,000,000 to $250,000,000+
• Common, preferred, and/or convertible note offerings
• SPV structures for accommodating many smaller investors
Equity Situations
• Growing a business to the next level
• Funding an add-on acquisition
• Achieving substantial liquidity
• Effecting a partial change of ownership
• Consolidating multiple ownership interests, such as inactive shareholders
• Early-stage private and commercial note-holder payoffs
• Other growth initiatives
Private Capital Advisory Services
In pursuing growth, small to medium-sized businesses must make important decisions relating to their capital structure. Salt Capital Group can help these enterprises at all stages from start-up to IPO.
If a business decides to raise private equity capital, it will need to make sure the deal structure is appropriate for its specific needs, as well as those of its investors. In the early days of venture capital, entrepreneurs often gave up control of their company in exchange for their first investment funds. Now, they have many more options allowing them to create an optimal share structure for their enterprise.
Salt Capital Group provides its clients with strategic guidance and tactical advice on capital formation, structure, securities valuations, pricing, timing, and terms. The firm offers comprehensive, financial advisory services for buy-side and sell-side engagements and for capital formation, including early-stage financing requiring debt or equity.
DEBT SOLUTIONS
Growth Capital and Asset-Based Lending
Salt Capital Group has the experience and resources to leverage business assets and cash flow to secure maximum funding amounts for working capital and growth capital. We can provide financing for almost any company with assets: inventory, accounts receivable, purchase orders, machinery and equipment, commercial real estate, and intellectual property.
Unitranche Debt Structures
We favor a unitranche type structure with co-investment from our funds to maximize funding amounts and minimize cost. We often combine senior and subordinated debt into one loan for cost savings, convenience of underwriting, and speed to close.
Corprate Finance Solutions
Cash Flow Loans
Companies with above average or exceptional positive cash flows can expect low commercial rates with affordable and flexible loan structures. We provide maximum availability with covenant-light structures and rapid funding.
Asset Based Loans
Companies with average or below-average cash flows or creditworthiness can expect asset-based loans with a focus on collateral, rather than creditworthiness; therefore, an attractive alternative to traditional bank financing. You can expect competitive pricing, expedited funding, and fewer financial covenants than bank loans. Often, Salt Capital Group can increase availability through the discovery of credit enhancers and ways to mitigate credit risks, ensuring you get optimal and custom financing for your business.
Financing Situations
Growth/Hyper-Growth Capital Working Capital
Refinancing Dividend Recapitalization
M&A Bridge Loans Distressed/Turnaround
Loan Types
Asset-Based Revolving Lines of Credit Accounts Receivable
Inventory (Wholesale and Retail) Purchase Orders
Asset-Based Term Loans Machinery and Equipment
Intellectual Property Commercial Real Estate
Cash Flow Criticized Assets
Debt Private Placements Subordinated Debt/Cash-Flow Term Loans
Typical Structures for Senior or Subordinated Loans
Senior Loan Size: $500,000 to $250,000,000
Subordinate/Junior Loan Size: $500,000 to $50,000,000
Company EBITDA: $500,000 Minimum for Subordinate/Junior Loans
Company Type: Private Companies or Publicly Traded
Location: US and Worldwide