The net worth of many owner-managers lies disproportionately in the businesses they have nurtured and grown over many years.  At some stage, a business owner may be faced with the dilemma of wanting to crystallize some of the corporate net worth (e.g. for financial risk diversification or estate planning purposes), yet wishing to maintain an operational or financial stake in the business.  These goals are not mutually exclusive and can be achieved through a recapitalization of the business whereby a financial partner is brought in both to purchase a portion of the ownership and, if required, to fund future growth opportunities available to the company.  The owner is then able to continue in a significant operational role, reduce the financial risk associated with corporate growth and participate in the future appreciation of the company’s value.

The Solaris partners have expertise in advising on and executing the financial recapitalization of companies for various purposes including full or partial shareholder liquidity, maximizing shareholder value, renegotiating financial agreements, and arranging credit facilities and other balance sheet reorganizations.

We are also accustomed to working in a complementary manner with other professional advisors, helping you to add value to your client relationships.