Capital Raising
Capital Raising Advisory in the Americas – Equity and Debt
Latam Investment Banking provides independent capital raising advisory services to mid-market companies across Latin America, the United States Hispanic Market, and the Caribbean.
We advise companies on equity, debt, and alternative financing solutions beyond traditional banking, supporting growth, refinancing, and strategic transactions.
What Capital Raising Means for Mid-Market Companies
Capital raising involves structuring and securing funding aligned with a company’s growth strategy, risk profile, and long-term objectives.
In Latin America, access to capital is often constrained by bank regulation, currency exposure, and limited financing alternatives.
Latam Investment Banking helps companies navigate these challenges by dentifying the most appropriate capital structures and financing sources.
When Should a Company Raise Capital
Companies typically evaluate capital raising when facing one or more of the following situations:
- Organic expansion or new projects.
- Acquisition financing.
- Refinancing or balance sheet optimization.
- Shareholder liquidity or partial exits.
- Currency or maturity mismatch in existing debt.
Capital Solutions We Advise On
Equity Capital
Equity capital involves raising funds from private equity firms, strategic investors, or other financial sponsors.
These transactions require careful valuation analysis and negotiation of shareholder agreements to align governance, control, and exit expectations.
Senior Debt
Lowest-cost capital sourced from local banks, regional or international debt funds, and development or international banks.
Senior debt may be structured in local currency or USD, with varying tenors and covenant packages depending on the lender and jurisdiction.
Subordinated Debt
Subordinated instruments provide additional leverage and greater structural flexibility in exchange for higher pricing, often complementing senior debt facilities.
Mezzanine Financing
Mezzanine debt combines debt characteristics with equity participation, offering highly flexible repayment terms tailored to a company’s business plan.
These instruments are typically USD-denominated and include equity kickers.
Alternative Financing Beyond Traditional Banks
Alternative financing includes private credit funds, structured debt, mezzanine capital, and hybrid instruments not typically offered by commercial banks.
These solutions are increasingly relevant for mid-market companies in Latin America seeking flexibility, longer tenors, or growth-oriented capital structures.
How Latam Investment Banking Executes Capital Raising Processes
Our advisory process is disciplined and execution-focused:
- Capital structure and funding needs assessment.
- Identification of appropriate financing instruments.
- Financial modeling and investment materials.
- Investor or lender identification.
- Negotiation and transaction execution.
Regional and Cross-Border Expertise
Latam Investment Banking advises capital raising transactions across Latin America, the United States, and the Caribbean, with experience in both local currency and USD-denominated financings.
Our team understands regional market dynamics, investor expectations, and cross-border execution challenges.
Questions to Consider
Is equity more expensive than debt?
Equity does not require fixed repayments but involves ownership dilution. The appropriate choice depends on growth strategy, cash flow stability, and shareholder objectives.
What is private credit?
Private credit refers to non-bank lenders providing debt capital with greater flexibility than traditional banks, often used by mid-market companies.
Can mid-sized companies access mezzanine financing in Latin America?
Yes. Mezzanine financing is increasingly available through regional and international funds, particularly for growth and acquisition strategies.
How does Latam Investment Banking support companies in raising growth capital?
This example illustrates a typical capital-raising engagement: a mid-market company with approximately USD 60 million in annual revenue required capital to fund organic expansion and strengthen its balance sheet while minimizing shareholder dilution.
Latam Investment Banking advised on capital structure and designed a financing strategy combining structured debt and minority equity.
The process included financial modeling, investor identification, negotiation, and execution through closing, securing growth capital aligned with the company’s long-term strategy and risk profile.
If your company is evaluating growth capital, refinancing, or alternative financing options, Latam Investment Banking can help structure and execute the right solution.
Contact us to schedule a confidential strategic discussion.