Debt Placement

PRIMARY CONTACTS: Joel Rosenthal CPA, CVA (Pittsburgh), Margaret Good CTP , Michael Von Lehman CTP

We navigate the capital markets world for our clients.

Companies turn to Schneider Downs Meridian for effective solutions to complex financial problems. We offer over 25 years of success in helping our clients fund their business needs. Our knowledge of the financial markets and our long-term relationships with a variety of funding sources help our clients meet their objectives with a very competitive cost structure.

We maintain active resources for financing:

  • Working Capital
  • Acquisition Financing
  • Term Debt and Equipment Financing
  • Cash Flow Financing
  • Mezzanine and other forms of “Quasi-Equity” Financing

Our approach for raising capital is designed to successfully steer our clients through the complex financing process, toward the most advantageous outcome. It includes:

  • Establishing realistic objectives
  • Identifying financial alternatives
  • Preparing a financing memorandum
  • Marketing to appropriate sources of capital
  • Creating a competitive environment among the various capital sources
  • Negotiating the transaction to achieve the most beneficial terms
  • Closing the deal

For a list of all of the services that Schneider Downs Meridian can provide to your business, please visit our Schneider Downs Meridian Services webpage.