Focus Areas

Capital Solutions

Kinetic's professionals have extensive backgrounds in middle-market private equity, unique access to ultra-high-net-worth and family office funds, and deep relationships across the entire spectrum of alternative capital sources.

Accessing capital is critical for companies to fund growth initiatives, finance turnarounds, provide liquidity to shareholders, refinance existing debt, or recapitalize balance sheets. The capital markets are highly complex with a wide array of sophisticated financing instruments, and management teams are faced with navigating the challenges of constantly changing market conditions and increasingly complicated financial products.

We understand the steps companies must take to be attractive to investors in today's environment and assist our clients access the following types of financings:

  • Senior Debt Financings

  • Receivables Sale Facilities

  • Second Lien and Mezzanine Debt Placements

  • Debtor in Possession Financings

  • Exit Financings

  • Private Placements of Equity

Mergers & Acquisitions

Kinetic is a leading middle-market advisor with an extensive, integrated network of industry specialists who analyze opportunities and help implement solutions to our clients' most complex financial and transactional pursuits.

As middle-market companies expand, their need for sophisticated financial advice grows. Kinetic brings rapid assistance in the form of experienced professionals who can provide the Company’s management and its Board with the requisite guidance to address a myriad of transaction scenarios.

Our services include the following areas:

  • Strategic Alternatives

  • Leveraged Buyouts

  • Company and Asset Sales

  • Valuations

  • Fairness Opinions

  • Divestitures

  • Takeover Defenses

  • Acquisitions

Corporate Restructurings

Kinetic helps stabilize financial and operational performance by building and implementing profitability and working capital strategies, negotiating solutions with creditors and investors, and accessing third party capital as necessary.

In today's economy a financial crisis can arrive rapidly, causing extreme stress for management, creditors and investors. Kinetic offers calm, experienced assistance to help our clients move past financial distress and chart a productive path forward. Our professionals work alongside company management to develop and execute a comprehensive plan, and provide advice on various aspects of the restructuring, including:

  • Business Plans

  • Restructuring Options

  • Negotiations with Constituents

  • Optimal Capital Structure

  • DIP and Exit Financing

  • Liquidity Management

  • 363 Asset Sales

  • Plans of Reorganization

  • Litigation Support

  • Expert Testimony

  • Chief Restructuring Officer

Direct Investments

Oracle Partners, Kinetic’s wholly-owned subsidiary, makes subordinated debt, minority equity and control equity investments in high-growth and turnaround situations in U.S.-based, middle-market companies.

Through partnerships and strategic relationships with clients, Oracle Partners typically makes investments ranging from $5 million to $30 million in the following sectors:

  • Business Services

  • Consumer Products

  • Food & Beverage

  • Hospitality & Leisure

  • Manufacturing