Lantern Capital Advisors Client Profile Across Industries
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.
- Advice and assistance on important financial planning and financing decisions.
- Financing solutions that allow stakeholders to maintain control and preserve equity.
- Financing solutions that can minimize personal financial risk (guarantees) if possible.
Existing revenues of $5M-$150 Million (or more) with a profitable track record and expectation of future growth and profitable performance.
EBITDA greater than $500K+
A track record of growth and profitable performance.
Continued growth (or high growth) potential.
Financing Need To Raise Capital From $5 Million to $150 Million.
Experienced Management Team
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.
Abstract: Given their job title, private company CFOs are often expected to be able to raise capital for their company, yet many feel unprepared or under qualified. This white paper addresses the steps necessary to effectively manage the capital raising process. By utilizing these guidelines, CFOs from all levels of experience can become decisive leaders that serve the best interests of their company and its owners while potentially creating more wealth for themselves and their management team.
Abstract: A fast break play in basketball occurs when a team races down the court and scores a goal as quickly possible. Loosely translating that to business, fast break strategy means an approach that maximizes an owner’s goal (i.e. like running up the score), or achieves a desired goal as quickly as possible.
Abstract: Innovations and trends continue to develop which improve financing alternatives for established, entrepreneurial companies. These include continued new product innovation, increasing nationwide competition, bigger disparities between banks, and increased funding for owners’ personal liquidity (cash dividends). Each of these trends is discussed below and illustrated with a recent example.