Tailored Investment Solutions
Cobalt provides bespoke financing and funding solutions tailored for privately owned middle-market companies. With our dedicated Capital Advisory services, we originate, structure, and execute customized financial strategies designed to meet the unique needs of our clients. Leveraging our extensive network of long-standing institutional capital relationships, we deliver innovative solutions that address the financial objectives of our clients. With our deep industry knowledge and sector-specific insights, we position your company for the best reception by creditors and investors.
OUR SERVICES
We tailor each transaction to fit the specific objectives of our clients and take a prudent approach to each process. In addition to delivering our clients market leading capital and advisory services for their company, we identify the qualitive aspects of prospective buyers/investors to find the best partner or steward for the business.
Capital Formation
Cobalt identifies the most effective capital structure from our diverse funding sources that include commercial banks, asset-based lenders, mezzanine lenders, venture capital groups, private equity groups, and other credit providers. The elements of our customized approach to business financing include corporate valuation expertise, financing relationships, and debt restructuring experience. With a holistic approach, we provide our clients with the optimal solutions for the most challenging financing situations.
Cobalt has successfully executed all types of business and corporate financing including targeted start-up situations, early-stage businesses and funding for established firms. Our team is experienced in growth capital, working capital, accounts receivables financing, debt restructuring and consolidation, as well as a broad range of financing vehicles that include ESOP, debt, equity and mezzanine financing arrangements.
Sell Side Advisory
We understand that people are the most vital asset that our clients manage, which is why we focus on structuring merger & acquisition services to provide the optimal outcome in the company’s corporate culture as well as their financial results. We believe the greatest success is realized by aligning leadership, investment strategy, growth initiatives, and both short-term and long-term objectives.
For each sell-side engagement, Cobalt completes an exhaustive financial analysis to establish the firm’s pre-transaction value. We perform the analysis from multiple perspectives simultaneously while incorporating the latest and most sophisticated valuation techniques, industry and market metrics, and other key data inputs.
​Buy Side Advisory
Overall, our experienced team works as your trusted partner in negotiating and structuring a transaction to meet our client’s precise needs. We know that realizing the highest transactional value involves a strategy that rewards goal achievement and skillfully assists management in structuring earn-outs and other types of forward-looking compensation structures. This includes cash-vs.-stock considerations and mechanisms that allow our clients to participate in the future development of the firm.
