$80M | Debt and capital raise for investment management firm

KitsWest Capital advised an investment management firm on the structuring and execution of an $80M debt and capital raise. The financing was structured to support strategic growth initiatives including portfolio expansion and operational scaling. The mandate included development of financing materials, identification and engagement of qualified senior lenders and capital providers, negotiation of term sheets, and execution through closing. This transaction is representative of the debt and capital advisory mandates KitsWest delivers for owner-managed financial services businesses and other privately held companies seeking institutional capital.