A Right-financing Approach:


Proper corporate finance requires that your company and its investments be financed appropriately. We assist you by identifying and facilitating the right blend of financing (equity and/or debt) at the appropriate stage in your company's business cycle.

We take a Right-financing approach towards determining the best investment objectives and sources of financing for your company. This can positively impact your company's value over time, which is important when striving to reach your exit strategy.

When analyzing your business model, it is vitally important to consider all the potential sources of capital early on. Many small or early stage companies tend to operate according to the law of least resistance, preferring to utilize their precious internal capital, or relying solely on cash flow to float the business. Once their capital is exhausted, they attempt to secure debt or equity financing. Oftentimes, this creates an all-or-nothing situation for companies that, for one reason or another, may no longer qualify for financing. We focus on your short term and long term financing needs, to help keep your company moving forward.

 

Areas of Specialization:


CAPITAL: We focus on Debt & Equity placements and raises for fast growth, entrepreneurial companies, both private and public. We also facilitate alternative forms of equity financing, such as PIPES and Reverse Mergers.

ADVISORY SERVICES: Mergers & Acquisitions, Business Development and Corporate Finance Advice.


Most forms of debt financing (ABL, A/R, PO), LBO, MBO, M&A, bridge financing, DIP financing, venture debt/leasing, venture capital, angel capital, senior debt, subordinated debt, mezz financing and PIPES.

We have nationwide and international financing capabilities, with a historical emphasis on North America and South America. However, we are currently seeing more opportunities, and forming strong relationships with investors, BPOs and vendors in BRICs - especially in Chindia.

The vast majority of our debt placements are funded via our network of non-depository, investor-backed lenders. These sources tend to be creative and more flexible than FDIC and OTS-regulated lending institutions and bank-backed private lenders.

We facilitate equity raises & placements via our numerous investment capital sources - private equity funds, hedge funds, angel capital groups, venture capital firms and strategic investors.


Contact us for a Free Consultation today!

The Fidelis Agency, Inc. | Email Us

18000 Studebaker Road, Suite 700, Cerritos, CA 90703
(562) 345-5491 | Copyright 2007 - All Rights Reserved | fax: (714) 242-2024