Certain transactions in order to be completed require outside financing. This can be in the form of a term loan, mezzanine loan, debenture or other. In some cases, it requires that proper financing be in place for the internal buyer/successor to be in a position to proceed with a transaction (MBO).

In other situations, the transaction cannot be financed by internal capital resources or it is favourable for a client to finance a transaction externally (to preserve cash or to limit dilution). Properly evaluating the level of indebtedness of the merged entities ensures that the transaction is financed within acceptable parameters (LBO).

Moreover, a shareholder of a business may benefit by strategically extracting his/her equity value in the business by securing the appropriate debt instruments, providing sufficient liquidity to repurchase of his/her shares (OBO).

Synergis’ partners possess the required financial expertise and network of contacts to facilitate this endeavour.