Advisory Practice & Capabilities.
Tailored capital solutions across the entire balance sheet for middle-market issuers, commercial real estate developers, and international project sponsors.
Senior Debt Financing
SCLLC has extensive historical experience structuring and arranging senior secured term loans, revolving credit facilities, and asset-backed debt for acquisition financing, recapitalizations, and refinancing existing leverage. Historical senior debt placements arranged by firm principals generally ranged from $5 million to $500 million or more, with maturities from 3 to 30 years. Capabilities span investment-grade and below-investment-grade credits, secured and unsecured structures, Rule 144A institutional debt, and U.S. government-guaranteed project loan programs (USDA, SBA, DOE, BIA).
Key Capabilities
- First-lien term loan and revolving credit facility arrangement
- Investment-grade and below-investment-grade secured and unsecured debt
- U.S. government-guaranteed project financing structures (USDA, SBA, DOE, BIA)
- Rule 144A institutional debt placement & private syndication strategies
- Refinancing and covenant restructuring during market transitions
- Direct negotiation of interest rate margins, prepayments, and financial ratios
- Placement with commercial banks, institutional debt funds, and specialty lenders
Mezzanine Capital Placement
Mezzanine capital bridges the balance sheet gap between senior debt limits and equity constraints. SCLLC assists issuers in accessing subordinated debt that preserves core ownership equity while supporting growth or buyout objectives. Mezzanine facilities historically ranged from $5 million to $70 million or more, with typical instrument life of 7 to 12 years and average life of 7 to 9 years, combining cash interest, PIK (Payment-in-Kind), convertible subordinated debt, redeemable preferred stock, and equity kicker or warrant structures.
Key Capabilities
- Subordinated debt with customized warrant or equity participation (equity kicker)
- Combination of cash interest, PIK (Payment-in-Kind), and warrant structures
- Convertible subordinated debt & redeemable preferred stock arrangements
- Typical 7–12 year instrument life; 7–9 year average life parameters
- Non-dilutive growth capital for middle-market expansion & buyouts
- Placement with dedicated mezzanine funds and institutional investors
Private Equity Placement
SCLLC assists middle-market business owners and project sponsors seeking institutional private equity partners for majority liquidity, minority growth investment, or strategic joint-venture capitalization. Historically, private equity placements ranged from $3 million to $100 million or more, assisting issuers with liquidity events, growth capital, and joint-venture capitalization across U.S. and cross-border LATAM markets.
Key Capabilities
- Controlling interest buyouts and owner-operator liquidity events
- Minority growth equity placements for expansion capital
- Strategic joint-venture partnerships in U.S. and cross-border LATAM markets
- Investment grade and below capital structuring & 144A placements
- Alignment with institutional investor hurdle rates & return expectations
Structured Capital & Risk Management
Complex corporate transactions often require multi-tranche balance sheet structures integrating senior debt, mezzanine, and equity. SCLLC designs custom capital structures to optimize the weighted-average cost of capital. Historically, firm principals have advised on interest-rate swaps, currency swaps, exchange-rate hedging strategies, and derivative structuring to mitigate macro financing risks.
Key Capabilities
- Blending senior debt, mezzanine, and equity into a single transaction process
- Interest-rate swaps, currency swaps, exchange-rate hedging & derivative structuring advisory
- Capital structure optimization tailored to management cash flows
- Detailed financial modeling and institutional presentation packages
- Coordinated placement across multiple investor categories
Project & Infrastructure Financing
Arranging specialized debt, equipment financing, and purchase order contract facilities for commercial real estate developments, public municipal infrastructure, and sovereign supply contracts.
Key Capabilities
- Commercial real estate acquisition, construction, and mixed-use development loans
- Sovereign purchase order and contract financing (e.g. IMSS healthcare contracts in Mexico)
- Equipment and trade contract debt facilities
- Public infrastructure, port concessions, and municipal development project structuring
Strategic Corporate Advisory
Providing complete turnkey advisory services from initial capital structure analysis through investor presentation, lender diligence coordination, term sheet negotiation, and definitive documentation.
Key Capabilities
- Comprehensive offering memorandum and financial package preparation
- Competitive distribution strategy across institutional investors
- Negotiation of pricing and financial covenants
- Closing process management with legal counsel and financial advisors