Client Profile

Lantern Capital Advisors works closely with business owners and their management teams to prepare for and achieve various financing objectives, from funding growth, to refinancing corporate debt, to acquiring a business, to buying out a partner, to selling the company to management.  We believe our firm is an ideal resource for companies that have already built a valuable business and want to ensure they make good financial decisions.  Our clients tend to have the following characteristics and needs: 

Client Characteristics:

1. Existing revenues of $5M-$150 Million (or more).
   

2. A track record of growth and profitable performance.
   

3. Continued growth (or high growth) potential.
   

Client Needs:

1. Advice and assistance on important financial planning and financing decisions.
   

2. Financing solutions that allow stakeholders to maintain control and preserve equity.
   

3. Financing solutions that can minimize personal financial risk (guarantees) if possible.
   

Learn More About  Corporate Financial Consulting and Lantern Capital Advisors

To learn more about Business Plans, Raising Capital and Corporate Financial Planning

1. Financial Advisory Services
   

2. Management Buyouts and Non-Sponsored Management Buyouts
   

3.   Leveraged Buyouts
   

4.   Growth Capital
   

5.   Owner Liquidity
   

6.   Acquisition Financing
   

7.   Corporate Finance Consulting
   

8.   Corporate Debt Refinancing
   

9.   Initial Public Offerings / Going Public
   

10.   Middle Market Divestitures
    

11.   Corporate Financial Planning
    

12.   Corporate Financial Advisor
    

13.   Corporate Financial Consulting
    

14.   Professional Business Plans
    

15.   Raising Capital Consulting Philosophy
    

Our Engagement Structure

Lantern Capital Advisors has a well defined corporate financial planning process developed specifically for growing companies.  Unique to our process is an initial Financial Strategy Phase where we quickly address our client’s most important initial questions:  Will financial institutions be interested to fund us?  If so, what would be the general financial terms?  By answering those questions early in the engagement process, we are able to consistently meet or exceed expectations, while providing objective advice and valuable services at a fraction of the cost of our competition.

What Makes Lantern Capital Advisors Unique

Lantern Capital Advisors only works under an hourly fee consulting model.  We do not accept brokerage or referral fees and will not perform work on a contingency basis.

Lantern Capital Advisors works on a consulting rather than brokerage basis so that clients know we have no bias towards the amount or type of financing selected. We are not brokers or an investment bank.  Lantern Capital Advisors delivers substantial value for our clients by assisting them with strategy assessment, business planning, and sourcing capital for growth, acquisitions, buyouts or liquidity. To do this, Lantern accesses a large network of commercial banks, specialty lenders, vendor/lease financiers, private equity and venture capital firms to help our clients identify and select from a variety of sources and types of financing.

Lantern’s ultimate goal is to help clients understand their alternatives for financing and secure the best capital solution for their needs, for the lowest cost. Typically this means identifying the capital source or structure that offers the lowest‐cost and maximum liquidity while minimizing ownership dilution and personal financial risk.

Learn More About How We Work:  Investment Banking Fees Vs. Consulting Model Fees