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.<br />Types of Financing<br />Growth Financing<br />Many 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.<br />Family Succession Strategies<br />United 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.<br />Management Buyouts<br />United 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.
