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WFG assists
clients in accessing senior debt, subordinated debt /
mezzanine financing and equity to help fund working capital
needs, internal growth initiatives, agency perpetuation
plans, ESOP financing and mergers and acquisitions. Our
relationships with financing sources that understand the
insurance industry help ensure that you receive the
financing that is tailored to your specific needs. Our
services we provide typically include:
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Analyzing the immediate
and long-term financing requirements |
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Determining the optimal
capital structure alternatives |
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Preparing a descriptive
memorandum describing the agency, its historic and
forecasted financial results and its future potential
for growth |
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Identifying, evaluating
and contacting appropriate capital sources |
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Developing and assisting
in the preparation of management presentations |
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Evaluating proposals
to determine suitability and assist our clients in
negotiating with financing sources to ensure the
most favorable terms and structure |
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Managing the closing
process to assure a prompt and smooth closure of the
transaction |
For a
confidential consultation or proposal on using
WFG’s
corporate finance services,
contact
us today.
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