Strategic Capital Solutions

Lazard's provides relevant, timely insights on capital raising and capital structure, working closely with industry groups and practice specialists across the firm to prepare our clients as they navigate complex financial needs and build support from key stakeholders.

We conduct strategic assessments of our clients’ capital structure and financing alternatives, leveraging our proprietary databases, sophisticated analytics, and the combined expertise of our team. Our thoughtful analysis also helps to inform key strategic events under evaluation, including growth capital raising, sponsor relationships, or changes to capital allocation priorities.

Our professionals work closely with bankers across the firm as a source of intelligence and advice on corporate finance, capital raising and the strategic issues relevant to public company shareholders.

We help tailor financing strategies to clients’ unique situations, and we have a track record of developing innovative solutions for challenging market conditions.

Key Capabilities

Equity Advisory

We provide conflict-free, strategic and tactical advice on equity-focused issues, equity capital-raising alternatives, and on all aspects of deal execution. Our team has expertise built on decades of experience advising on topics including traditional IPOs, direct listings, follow-ons, PIPEs, equity-linked convertible bonds, block trades and at-the-market (ATM) offerings. Our services include:

Initial Public Offering Advisory

We provide IPO advice to private companies, founders and financial sponsors on topics including monetization alternatives, execution strategies, listing locations, valuation analysis, underwriter selection process, execution risk assessment, marketing strategies and shareholder targeting.

Derivatives Expertise

We advise clients on structuring and use of equity derivatives, options trading activity, valuation of warrants, call spreads and other esoteric or bespoke structures.

Capital Raising

We advise public companies, founders and financial sponsors on raising different forms of equity capital, including secondary stake sales, follow-ons, rights offerings and equity-linked issuance in marketed or bought deal executions.

Corporate Separations

We provide equity market perspectives and advice on corporate separation transactions including spin-offs, carve-out IPOs, split-offs and tracking stocks, incorporating our expertise on a broad range of structuring, valuation, capital structure, execution and investor marketing topics.

Debt Advisory

We are independent, objective advisors with world-class, in-house distribution capabilities. As such, we approach each situation agnostic toward the solution, with the skillset to execute in any market.

The team advises clients on all aspects of public and private debt and structured equity transactions with broad applications: refinancing, acquisition financing, capital structure optimization, covenant relief and liability management, dividend recapitalization, rescue financings, liquidity enhancement, growth capital, infrastructure financing, project financing and debtor-in-possession financings.

Our longstanding direct relationships with public and private market investors generate real-time market insights, shape our market views and strengthen the quality of our execution.

Growth Capital Advisory

We advise the world’s leading fast-growth, private companies on venture capital and growth equity capital raising.

As companies choose to stay private for longer and raise more equity in the private markets, our team helps firms bridge the scale-up funding gap and supports their evolution within the venture and growth ecosystem.

The team consists of experienced venture brokers and investment bankers with research, engineering and entrepreneurial backgrounds, with support from the global Lazard network of industry, sector and geographic specialists. We bring growth companies and investors together through personal introductions, information resources and events.

Private Capital Advisory

Lazard's Strategic Capital Solutions group and Lazard CL, our leading global private capital advisory business, integrate seamlessly to deliver comprehensive offerings and intelligence to clients.

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