For the most part, we can cite client references within your specific industry. As our clients are usually private companies, they are not listed publicly here. However, after an initial consultation, we can provide references that will ease any of your concerns.

Absolutely! It is important that we understand your short-term and long-term goals in order to implement a strategy that addresses a later exit. Whether as a result of succession planning, a management buyout, partnership disputes, an equity investment, or simply the desire to take some money off the table for personal estate reasons, you need strategic advice coupled with the ability to deliver tactical solutions that can ensure that you achieve your goals. We can help you choose the right direction and execute your plan by arranging the right financing, preparing your balance sheet, and implementing a series of other specific long-term strategies that build and maximize the value of your company leading up to a change in ownership.

Fees are normally charged on a success basis. However, as a professional services discipline, we require a retainer. The rates vary with the type, size, and scope of the project and in keeping inline with the market. Please contact us if you would like to discuss the fee structure for a particular project.

Depending on the source of financing, funding timelines will vary with the size of the deal and the type of lender. While we always work as efficiently as possible, funding within 30 to 90 days is usual and two week funding is not unheard of. Client readiness (availability of information, financial or otherwise) and the client’s ability to respond and allocate time are critical to timely funding.

Once an engagement letter is signed, we will have a clear idea of the objectives, direction, and timeline for the project.

We act exclusively on behalf of our clients. When we are engaged via our mandate letter, we are your exclusive representatives for the financial aspect of the project.

There are two main reasons why you must have exclusivity.

First, it is impossible to ensure the sanctity of information, correctly position the project in the marketplace, and maintain negotiating credibility if the process is not managed professionally with a high degree of control. For example, if a lender or investor is approached from more than one source, it weakens your negotiating power.

Second, Link Resource Partners maintains high professional standards and discipline. Our credibility is strengthened in the marketplace through the use of a formal engagement. Furthermore, it is impossible for us to allocate the resources required for a professional process for our client without a mutual commitment.

If a firm does not work on an exclusive basis, you should consider their true value proposition before making a decision to work with them.

Second, Link Resource Partners’ value proposition is to provide expertise, knowledge, and advice that our clients do not have. Our clients are composed of businesses that normally do not have internal professionals dedicated to treasury functions. Our involvement often includes providing advice and guidance on treasury matters. Hence, we act as trusted advocates: someone whose objective is to provide the optimal solution to our clients, keeping their interests in mind.

Although the term investment banking is sometimes used to describe taking a company public, it also is used to describe numerous other financial activities including buying or selling a company, securing financing, and many other activities.

A public offering is one of many vehicles used to either effect an exit strategy, raise money, or both. The mistake many firms make is that they view a public offering as the only solution available, rather than considering it to be another possible avenue to meet their objectives. Our strategy is to critically evaluate this option against other alternatives instead of viewing it as a goal in and of itself. In our experience, most firms do not adequately consider all of the advantages and disadvantages of going public; they try to become public too early in their growth cycle or fail to examine other methods to their exit strategy or to gaining additional capital.

The cost of capital is a core concept of corporate finance, along with availability and risk.

Consider for a moment the simplistic approach to a balance sheet: Businesses employ assets (working capital, plant and equipment etc.) with the objective of making a profit. These assets are funded by solely or a combination of debt and equity. The overall cost of this money is the weighted average cost of capital, or WACC.

The main consideration in corporate finance is keeping the cost of capital at its lowest possible point while always meeting the capital requirements of the business without imposing excessive financial risk (the risk of volatility in cash flow, which results in the inability to make payments or other default on debt covenants).