Capital Formation & Financing
Through our long and successful history in capitalization transactions, we have developed a significant network of angel investors, private equity and venture capital funds, institutional investors and lenders. In addition, we often partner with other investment banking professionals to expand this network and expertise.
Our capitalization services extend far beyond simply matching companies with sources of capital. Through proper structuring, we work to ensure that clients achieve as much value and control as desired. It is critical to match the right types and amounts of capital in a company, relative to its strategic and business plans and life-cycle stage.
This is where our consultative investment banking approach sets us apart from others in the industry.
- Strategic planning/business plans
- Financial modeling/forecasting
- Evaluating types and amounts of needed capital
- Identifying sources of debt and equity capital
- Assisting with negotiations and closings
- Preparing companies and owners for capitalization
- Working with networks of key advisors
- Providing tax and accounting analysis and planning
RATIONAL SURGICAL SOLUTIONS
Assists physicians, surgeons and advanced practitioners leverage technology to improve patient care by offering transformative and proprietary process technologies that facilitate a secure and mobile workspace.
LWBJ served as exclusive advisor in a $1.5 million seed round financing.
Develops and distributes Innovative Telepharmacy Solutions.
LWBJ served as exclusive advisor in $2.5 million Series A financing.
Igor’s innovative platform enables an unprecedented level of intelligent control over LED lighting systems powered and controlled over standard Ethernet connections.
LWBJ served as exclusive advisor in $2.5 million Series A financing led by Next Level Ventures.
Online payment processing company that reduces transaction fees
LWBJ assisted in the formation of the company and led its capitalization efforts, resulting in a Series A round investment of $1 million from a strategic investor and a Series B round of $5 million led by Union Square Ventures.
NEW LINK GENETICS
Cancer cure research and development
LWBJ served as “incubator” as the company began operations. The firm introduced key angel investors who have assumed roles on the Board of Directors and in subsequent capital raises.
AGRISTRAND BIOCOMPOSITES, LLC
Manufacturer of building materials produced from raw soybean straw fibers
LWBJ was engaged to raise equity and debt capital for the acquisition of a production facility in southern Minnesota.
Low income housing limited partnership interests
LWBJ assisted in the capitalization of a project in Mitchellville, Iowa.
e?commerce solutions for the agriculture industry
LWBJ’s team served as CFO and assisted with equity raises in excess of $30 million.
LITTLE SIOUX CORN PROCESSORS, LLLP
100+ mmgy ethanol plant
LWBJ has participated in multiple engagements – including assistance with a recapitalization initiative and representing minority ownership interests in a strategic R&D investment.
PRAIRIE INET/SPARKPLUG, INC.
Wireless communication services
From its inception, LWBJ has fulfilled various financial roles for the company – including outsource CFO, capital raise in excess of $40 million, selection and implementation of key systems that supported growth of operations, introduction of key angel investors to the company, and identification and screening of key financial executive candidates prior to the company hiring a full?time CFO, who has since grown into its COO.
STOCKPOINT.COM, ACQUIRED BY DOW JONES
Internet solutions for financial markets
LWBJ served as outsourced CFO and VP of Business Development and assisted with the capital raise. In addition, the firm identified and negotiated the acquisition of the Silicon Valley business that ultimately became the platform for Stockpoint. During this time, annual revenues grew to more than $50 million.
Developer and marketer of software products for call center operations
Teledirect is currently in acquisition mode and raising capital for a certain acquisition. LWBJ has introduced key angel investors to the company and is providing merger and acquisition services.
RURAL AMERICAN FUND
Ag-based private equity fund.
LWBJ introduced key investors to the fund.
ENVIRONMENTAL TILLAGE SERVICES
Leading manufacturer of agricultural equipment
LWBJ provided strategic advisory services to the company and its Board, assisting in the $1.5 million capitalization of the company by existing shareholders.