September 2020 – Avalon Net Worth Continues to Close Transactions During Unprecedented Times

September 2020 – Avalon Net Worth Continues to Close Transactions During Unprecedented Times

During this turbulent period Avalon Net Worth has helped clients in a variety of industries assisting with merger and divestiture assignments and numerous private of equity and debt placements.

During the last 2 quarters we have assisted clients access over $73 million of new equity and debt capital, in addition to over $56 million in new funds made available to clients under previously arranged financings.

• The equity investments included minority positions taken in an energy storage company in March and in an accounts payable network provider in August and a majority position taken in a specialty materials company in August.

• Debt transactions include new arrangements for an independent investment manager focusing on the clean energy sector and for an investment manager that provides collateralized private debt to lower middle market firms, plus additional funding for a commercial real estate middle-market lender.

Contact Lynda Davey (917-539-0006 or ldavey@avalonnetworth.com) or Jack Hendler at (201-390-3600 or jhendler@avalonnetworth.com) if you would like to confidentially discuss ways Avalon Net Worth can assist your company.