Southard Financial specializes in arranging private placements of equity and/or debt for private companies and smaller sized public companies. We have extensive experience in transactions that provide funding for growth and acquisitions, restructure or refinance existing debt, and recapitalize for liquidity or ownership transition. Our professionals have relationships with numerous private equity and venture capital firms, institutional investors, commercial banks, and finance companies.

Our private placement and recapitalization services include:

• Determining the client's goals and needs

• Assessing strategic options

• Structuring equity, debt, or hybrid securities

• Preparing descriptive memoranda and other presentations

• Identifying and contacting potential investors

• Arranging financing

• Structuring the transaction

• Negotiating with investors

• Closing the transaction

Southard Financial understands the sensitive nature of our clients' information and we maintain strict confidentiality throughout the engagement.