Chessiecap Securities, our broker/dealer subsidiary, brings to a transaction a national investor network as well as an understanding of investors’ criteria, preferences and structures–all with the ultimate goal of attracting the capital that is right for our clients. Our disciplined, research-driven transaction methodology manages and streamlines the entire financing process. Our expertise includes working with select closely-held and family-held businesses that are dealing with transitions and generational issues by assisting owners in recapitalizations, succession financing, and ESOP financing. We prepare management for the rigors of investor scrutiny and generate investor interest while allowing management to continue to focus on running the business. Our structure allows us to provide insightful guidance to our clients on smaller capital rounds that typically fall under the ability of larger Wall Street firms to effectively serve.
Latest Private Placements Insights
The Indefinitive Guide to Pre- and Post-Money Valuations
You would think that the concept of “pre” and “post” money valuations would be the simplest of things to define…until a client calls with a set of complicating facts and asks you to explain what the pre- and post-money valuations are under those circumstances.
Recessions and Mergers & Acquisitions
No one can know where the bottom of this market is, except in retrospect.