Raising Debt vs. Raising Equity

Having enough funds to expand business operations or change capital structure are challenges that many companies in the middle market and lower middle market face. In general there are two options: raise equity or raise debt. Weighing the positives and negatives of both is crucial to decide which method is most suitable. Oftentimes, businesses choose […]

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Importance of Lower Middle Market and Middle Market in an Investing Portfolio

Middle market companies are generally passed over by traditional investors despite the recent expansion of the asset class. There are about 350,000 private middle market companies in the United States, collectively employing nearly 32 million people. While these companies have been served predominantly by commercial banks and traditional lenders, interest in the middle market has […]

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Advanced Investing: Current Yield Investing Landscape

Recent stock market volatility and low interest rates have prompted investors to seek alternative options for portfolio diversification. This environment has led to investors having to choose between investments that either have a significant reduction in yield or an uptick in risk. Historically investors have had the following options: Publicly-traded bond funds REITs CDs and Short-Term Bonds […]

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Companies Seeking Capital: Options for Raising Debt in the Lower Middle Market

The current landscape for lower middle market companies seeking to raise capital, especially debt, has become increasingly convoluted with Dodd-Frank and Basel I, II, and III regulations. Lower middle market companies seeking to raise debt have a number of options when it comes to raising debt and each option carries its own caveats. The graphic […]

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