Our professionals come from a variety of backgrounds and bring a world of industry experience into the businesses we serve. We have completed transactions across the industry spectrum and continue to build specialized expertise with every transaction we close.
- Oil & Gas
- Agriculture Experience
- Health Care
- Financial Services
Private Placements of Debt and Equity
Woodbridge Financial Group will assist oil and gas clients and clients in other industries to structure and arrange the private placement of taxable debt, including variable rate, fixed rate, senior, subordinated (mezzanine), convertible, asset-based and mortgage financing. This will be done through a comprehensive review of the client’s needs, an evaluation of alternative capital structures to meet those needs and the preparation of a financing memorandum for presentation to the appropriate financing sources. In determining the appropriate financing sources, Woodbridge Financial Group will use its extensive database of local and national banks, insurance companies, pension funds, finance companies and managed subordinated debt funds to not only find the optimal price, availability, structure and terms of the debt, but also to find the right “fit” between the client and the lender. We will then assist the client to manage the due diligence process, negotiate and close the transaction.
In certain instances, great opportunities arise that require cash outlays beyond funds available through the addition of debt. In those instances, a viable alternative for the company is to raise capital through the private placement of equity. Woodbridge Financial Group has a broad database of institutional and private equity investors that we can call upon to raise additional equity for the client. The process that we will go through is similar to placing debt: we evaluate the company’s needs, determine the appropriate capital structure to meet those needs, prepare a financing memorandum and present the memorandum to a number of qualified equity sources. We will then assist the client in managing the due diligence process, negotiate and close the transaction.
Oil and Gas Field Service Business Specialization
Woodbridge Oil & Gas Advisors
Our firm is an active participant in assisting players in the oil and gas market. We know and understand the oilpatch. This experience enables us to have specialized knowledge of who the buyers for service businesses are and what they will pay for a specific service company.
Since we are regularly in the oil and gas market we are able to provide our clients with invaluable insights into current market conditions. As we advise clients on the sale of private companies, we provide views of market dynamics and transaction considerations as well as insights on potential buyers, sale structure alternatives and process considerations.
We recognize that the oil and gas industry runs in cycles. It is important for us to understand today’s market in the context of prospective future events. In that regard we will analyze oil and gas prices and pricing projections as a basis for our forecasts to drive the value of the business we sell.
In this capacity Woodbridge can assist an oil and gas client in matching its internal strategic goals with the financial resources required to execute its business plan. By involving Woodbridge in an organization’s strategic planning process and incorporating the market intelligence it can provide, a firm will be better prepared to capitalize on opportunities created by changing market conditions.