Path Capital Advisors, LLC offers a wide range of consulting services for several industries. We’ve got the necessary tools and expertise to help you grow your business, and learn how to properly manage your expansion, or your next project, or your exit. In all our markets, we combine subject matter experts with international professionals and specialists to make our client companies efforts successful and efficient. Our partners have deep experience across complex public and private company transactions. More than that, the firm's relationship-based approach with our clients means that our focus and expertise extends far beyond traditional financial advisory services. We look to add value to our clients not only in transaction situations but also during the majority of the time when their focus is on managing their existing businesses.
Term Sheet to Close in 30 Days
With 25 years of experience in combined public and private transaction volume of over $20 Billion, we’re ready to take your business to the next level. Through affiliated Path Capital Partners, LLC, we combine our insights on how to transform your company with the capabilities and experience to do so. We’re proud to help shape how leading companies structure, finance and manage their business.
A simple conversation
We reach out to a company and its prior investors to conduct a basic screening process and to see if there is a good fit between our organizations. Inbound inquiries from companies and their investors or bankers are also welcome.
Time well spent
To further test the fit and make our first call as productive and efficient as possible, we research the company from various angles before one of Path Capital's analysts reaches out to the CEO or CFO.
Direct contact with senior partners
If the fit still seems good, we generally have a follow-up call with a senior member of our investment team to determine if a face-to-face meeting is in order.
A candid conversation
We dive into more details to confirm if the company aligns with our objectives and investment profile, and if our firm is a good match based on the company's needs.
We share our findings with you
Once the fit has been confirmed, we exchange basic facts and conduct additional research and analysis to determine what an investment might look like. This step includes contacting several customers and several market participants to obtain a better understanding of the company through the eyes of its product/services market.
Simple and specific for clarity
If the investment outline looks right, we offer a term sheet/letter of intent and then work with the company and its shareholders to optimize the investment for all parties.
We coordinate the team for action
Once the term sheet is signed, we take 30 days or less to perform due diligence on the company. That includes spending three to four weeks closely examining the company, as well as its executive team, products, and customers. During this time we also perform accounting and legal diligence to obtain the legal documentation necessary for the investment.
A job done well
Once the legal documents are in order, all parties sign and we fund the investment.
HERE ARE SOME TIPS TO GET YOU STARTED!
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We’re interested in helping you solve your business problems. These tips can help. The sharing of knowledge is one of our core values at Path Capital Advisors, LLC. We happily share our resources and findings to provide our clients with all the information they need to make the best decisions for their performance.
PREPARING TO SELL YOUR TECH BUSINESS
SPECIAL PURPOSE VEHICLES (SPV)
REG CF 2016 YEAR IN REVIEW
VALUE OF MIDDLE MARKET ADVISOR
Want more tips? Get in touch with us today and find out what your business needs to succeed.