Summer Street Advisors


       


CAPITAL MARKETS ADVISORY

 

Summer Street Advisors Industry relations drive capital placement of Debt and Equity with Commercial Banks, Insurance Cos, Pension Funds, Alternative Lenders, PE Fund Managers and Family Offices.

  • Investment Advisory Strategy & Marketing
  • Structured Debt Capital Markets
  • Equity Capital

(click on each expertise to learn more)

- Market Studies in support of Strategy;
- Compile additional 3rd Party Reports;
- Advise/Prepare on Marketing Materials;
- Advise/Prepare Budgets, Pro-forma;
- Advise on PPM, Due Diligence, Closing Docs;

- Senior A Note & Warehouse-Line;
- Mezzanine Debt & Preferred Equity;
- Identify Target Debt Capital Providers;
- Execute/Manage Marketing Plan;
- Advise on terms, Notes and Closing Docs;

- Co-GP & LP Equity;
- Preferred Equity & Structured Equity;
- Identify Target Equity Providers;
- Execute/Manage Marketing Plan;
- Advise on Terms, Partnership & Closing Docs;


Case Study