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Refinance Strategy Refinance Strategy

United advisory partners refinance strategy

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DisclaimerImportant legal informationPersons who access information on the website of United Advisory Partners, Inc. agree to the following terms and conditions. Any special agreements with respect to individual services or products of United Advisory Partners, Inc. shall be complementary to these terms and conditions, although in the event of any conflict, the provisions contained in any such special agreements shall prevail.No offer, no obligationNo information published on the United Advisory Partners, Inc. website constitutes a solicitation or offer, or recommendation, to buy or sell any investment instruments, to effect any transactions, or to conclude any legal act of any kind whatsoever.

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Page 1: United  advisory partners refinance strategy

Refinance Strategy

Refinance Strategy

Page 2: United  advisory partners refinance strategy

United Advisory Partners, Inc. provides financial advisory services to middle-market businesses, working closely with clients to devise the appropriate capital structure to support their ownership requirements and growth strategies. By having experienced professionals devoted exclusively to the financing needs of middle market businesses, United Advisory Partners, Inc. is able to offer its clients access to the premier institutional debt and equity sources. United Advisory Partners, Inc. maintains relationships with private equity firms, venture capital firms, factors, banks, leveraged buyout funds, mezzanine lenders, insurance companies, and finance companies. We assist our clients in structuring the terms of the financing, addressing inter-creditor issues, coordinating investor/lender due diligence, and working with all parties towards a successful closing.

Page 3: United  advisory partners refinance strategy

Types of FinancingGrowth FinancingMany middle market companies need capital to help finance rapid internal growth or growth through acquisition. United Advisory Partners, Inc. assists companies in developing comprehensive, achievable growth strategies. We advise our clients on appropriate capital structures which involves recommending strategies for a mix of debt and equity, balancing the concerns of over-leverage with the concerns of ownership dilution. We can assist platform companies in arranging the necessary financing to fuel the rapid expansion through an industry consolidation.

Page 4: United  advisory partners refinance strategy

Family Succession StrategiesUnited Advisory Partners, Inc. can help family owners structure a financing with outside capital that allows the senior members to achieve liquidity and satisfy their estate planning objectives, ensuring that the company has adequate capital to meet its long-term growth strategies while maintaining family ownership.

Management BuyoutsUnited Advisory Partners, Inc. helps operating managers acquire companies from their present owners. Managers often lack the necessary capital to acquire the company from the selling shareholders. United Advisory Partners, Inc. will recommend strategies to finance the acquisition. We work with management to structure a financing solution that provides the company with the proper blend of debt and equity to consummate the acquisition and to provide sufficient working capital to support future growth.

Page 5: United  advisory partners refinance strategy

Debt RefinancingUnited Advisory Partners, Inc. assists client companies in securing appropriate financing to support the current and projected operations of their businesses. We maintain relationships with local, regional and money center banks for traditional loans, but also work closely with a significant number of non-traditional lenders including cash flow lenders, asset-based lenders, factors, equipment leasing companies and sale/lease-back companies.United Advisory Partners, Inc. is also capable of introducing structuring lending sources that provide mezzanine financing in situations where the funding requirement cannot be completely fulfilled by a senior lender.

Page 6: United  advisory partners refinance strategy

RecapitalizationsFinancing often requires the owner's personal guarantee. United Advisory Partners, Inc. assists owners in completing a financing transaction that allows them to retain operating control of their companies but provides personal liquidity, net worth diversification, and the elimination of personal guarantees on financing. In the process they gain a financial partner that can assist in growth and diversification strategies for the company, as well as potential exit strategies for the owner