Our Capabilities
Capital Advisory
As a credit-focused advisory firm, BCK takes a comprehensive view of balance sheet issues to provide custom solutions that can be resolved primarily with debt financing. We then assess financing alternatives to deliver objective advice on optimal debt options designed to achieve client objectives.
We provide access to a broad range of capital providers and have well-established relationships with the leading lenders in the middle market.
We advise clients and negotiate on their behalf regarding strategy, structure and execution of all types of financing including:
· Acquisition Financing
· Dividend Recaps
· Add-on/Incremental
· Refinancing
· Growth Capital
For those companies that do not necessarily need new capital but need help assessing and optimizing their capital structure, our services include:
· Capital structure evaluation
· Evaluating existing credit facilities
· Negotiating refinancing with existing banks and bank groups
· Business plan review and creditor communication
· Debt capacity and valuation analysis
· Liquidity analysis
Our objective is to provide senior management with an alternative for access to the credit markets while it maintains focus on operational and strategic initiatives.
CFO Support
As the world of finance continues to transform, there is only one sustainable, long-term response - transform with it. CFOs play a crucial role in aligning stakeholders so everyone sees value creation through the same lens.
As a collaborative partner, BCK provides financial operations support to develop, execute and maintain successful finance transformation strategies required to maximize shareholder value. For those companies that don’t need a full-time CFO but need help to overcome these transformational challenges in a cost-effective manner, BCK provides support on a part-time, retainer or contract basis.
Our Service Offerings:
Operational and Management Support
· Strategic assessment
· Business plan analysis and development
· Financial planning and analysis
· Financial reporting
· Working capital management
· 3-statement financial projections/scenario analyses
· Balance sheet/P&L/working capital trend analysis
· KPI assessment and development
M&A Transaction Support
· Development of acquisition models
· Due diligence
· Board presentations
· Flow of funds analysis
Turnaround & Restructuring Support
· Financial modeling
· Assessment of short and long-term liquidity needs/13-week cash flow forecast
· Analyzing debt service capabilities
· Establishing enterprise value
· Efficiency improvement