Kenneth J. Dalto & Associates sources equity funding for privately owned middle market businesses. The firm has been successful in raising private equity, mezzanine finance, acquisition financing and start-up or growth capital for numerous businesses in the Midwest over the last two decades.
The firm has developed a vast network of financial institutions and private investors across the country. The database consists of thousands of resources and is used to source the funding for both debt or equity transactions.
Our consultants have many years of experience in structuring deals including – analysis, presentation, memorandum, projections, documentation, negotiations and closing. Every customer situation is unique, therefore the knowledge of preparing a customized package targeted for specific services is critical to the success of the capital requirement.
To ensure the integrity of financial transactions, consultants perform sophisticated and thorough analysis of the business seeking capital. A full investigation is performed on the finances, operations, revenues, management and organizations. The firm is often called upon by major banks and institutional investors to conduct due diligence and field audits of prospective investments.
Kenneth J. Dalto & Associates has a reputation for preparing business plans and memorandums that excel beyond lender and investor expectations. All packages are based on a rigorous investigation with detailed financial projections. When needed, a detailed strategic marketing plan with market research is performed.
In many cases, the business seeking capital finance also needs assistance in corporate “housecleaning” which involves cost efficiencies, restructuring and profit enhancement. Consultants assess improvement needs and assist in the implementation to ensure that the raising of new capital is successful.

Types of equity financings Kenneth J. Dalto & Associates offers include:

• Private equity financing
• Common or preferred stock in private businesses
  
• Mergers
  
• Acquisitions
  
• Buyouts
  
• Private placements
  
• Divestitures
  
• Convertible debentures / hybrid debt and equity
  
• Venture capital
  
• Seed capital
  
• Growth capital
  
• Mezzanine / bridge financing
  
• Warrants
  
• Employee stock options
  
• Joint ventures
  
• Licensing agreements