About Us

Since 1995, Strategic Finance has specialized in providing transaction based corporate finance services to small and mid-sized companies.

Although each transaction is different, Strategic typically works as a consultant primarily with companies considering management buyouts, acquisitions, recapitalizations or financial restructurings. In certain management buy outs, Strategic endeavors to partner with remaining management  by providing capital and continuing involvement in the development and execution of the business plan.   In either activity, Strategic prefers to work with companies headquartered primarily in Texas with annual revenues in excess of $10 million.

In addition to advisory services, Strategic provides either direct funding or placement of certain commercial real estate and working capital financings through related entity funds or dedicated institutional sources.  Typically, Strategic’s commercial finance products are structurally suited for companies whose current credit parameters are outside traditional commercial bank underwriting guidelines — often serving as an interim or bridge source of financing.  Strategic provides commercial finance funding to companies on a nationwide basis with commercial real estate financing needs of up to $10 million and/or working capital financing needs of up to $10 million. 

Creative capital & financing alternatives.

Our Role

Typically, Strategic’s role is to lead in the development and execution of the transaction in order to maximize the company’s objectives.  Depending on the company’s objectives, our involvement will typically be in one of two roles — providing capital or providing consulting services.  Initially, either role includes the following steps:

 

·Establishing clear company\shareholder objectives

· Determining valuation & credit condition of the company in order to assess transaction feasibility

· Implementing tactical & contingent critical path for execution of transaction

 

If the conditions and needs call for capital products provided by Strategic, our role centers on providing rapid response and clear communication during the underwriting and closing process and throughout the relationship of the financing.

 

In an advisory capacity, our role is expanded to include :

 

· Developing alternative transaction strategies & assisting the company in determining the optimum strategy

· Preparation of company information, business plan, financial data & forecast, and additional information for presentation to financing sources & transaction related parties

· Coordinate and manage due diligence related third party requirements

· Lead in the development, negotiation & documentation of the terms & conditions of various forms of financing and transaction documentation

 

In either event, our role is to provide a successful outcome —  maximizing the company’s objectives while minimizing its time, resources and distraction from running the business during the transaction process.

Strategic Finance, LLC

Corporate Finance Services