Financial Sponsors

Our Financial Sponsors Group is a leading global provider of advisory, investment banking and innovative product solutions to private equity firms and investors.

We assist our sponsor clients throughout the lifecycle of their investments, from providing idea generation, initial strategic advisory, structuring, acquisition financing, subscription facilities, and deal contingent hedges to subsequent monetization alternatives, including mergers, IPOs, secondary stock offerings, recapitalizations and margin loans.

 

We actively support our clients’ investments by providing their portfolio companies with financings across the capital structure, working capital solutions, trade/supply chain finance and strategic M&A.

Leveraging opportunities in private equity

Our team strives to keep financial sponsors abreast of unique investment opportunities and value-enhancing strategies in this intensely competitive marketplace.

Highlights
 

  • Financial Advisor, Joint Lead Arranger and Joint Bookrunner for Apollo Global Management, Inc.’s acquisition of Atlas Air, Inc.
  • Financial Advisor, Joint Lead Arranger and Joint Bookrunner for Elliott Management (via its Evergreen Coast Capital affiliate) and Vista Equity Partner's acquisition of Citrix Systems, Inc.
  • Financial Advisor, Joint Lead Arranger and Joint Bookrunner for CD&R's majority acquisition of Roper Technologies’ Industrial Business
  • Left Lead Arranger, Bookrunner, Administrative Agent and Collateral Agent for KKR’s acquisition of Clearway Community Energy
  • Joint Lead Arranger and Joint Bookrunner for KKR and Oak Hill's warehouse revolver and ABS notes issuance for Metronet
     

 

Industry expertise

 

  • Leveraged Finance
  • Derivative Products
  • Equity Products + Margin Loans
  • Project Finance
  • Asset Securitization + Subscription Facilities 
     

  • Strategic Advisory

  •  Fundraising 
     

Capstone Partners

Founded in 2001, Capstone Partners, a Mizuho Company, is a leading global placement agent focused on fundraising and advisory services for private equity, credit, real asset and infrastructure investment firms. The Capstone team includes 40 experienced professionals in North America, Europe and Asia Pacific.

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INDUSTRY COVERAGE

 

Consumer + Retail    Energy    Financial Institutions   Healthcare    Industrials    Power + Utilities + Infrastructure    Real Estate     Technology + Media + Telecom

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