Challenging circumstances often require the perspective of independent advice and guidance that objectively addresses the most critical needs of the company. Fuller Trident applies a depth of experience and sound business judgment to today's business challenges. Its professionals rely on many years of business and capital market experience to make tough decisions in today's competitive environment. Our services can be utilized to raise funds, groom a company for sale, assist a purchaser in management options for a newly acquired company, or to help management with their operational and strategic planning.

Capital Raising: To be successful, middle-market and emerging companies must attract capital that finances their operational objectives. Searching for the optimal long-term financial partner, however, can be frustrating and time consuming. Management often finds their expectations and needs differ substantially from those of the financier. When Fuller Trident becomes an integral part of a client’s team, the funding process becomes streamlined; the probability of success increases and management is freed up to focus on what it does best: running its business.

Fuller Trident’s knowledge and expertise in capital raising activities enables clients to quickly and effectively achieve their capital raising objectives. Fuller Trident specializes in introducing clients to multiple sources of capital private placement equity and debt financing. Throughout their careers, Fuller Trident principals and associates have helped secure over $820 million of capital for client companies they have operated.

Fuller Trident professionals maintain strong contacts with high net worth individuals and key sectors of the investment community, including private equity funds, venture capital funds, leveraged buyout funds, insurance companies, pension and trust funds, mezzanine funds, strategic equity, and other investment groups. The Fuller Trident team supports clients through all stages of the private placement process.

Strategic Consulting: Successful management requires an executive to realistically assess strategic and operational positions and plan for change. The most successful managers participate in the entire process and are stakeholders in the outcome. Creating and guiding this process is an integral part of Fuller Trident’s strategic consulting services.

Fuller Trident’s strategic consulting services include:

• Advisory and guidance to current management on a continual basis
• Optimization of organizational structure
• Workflow analysis
• Market analysis and marketing and sales strategy formulation
• Financial services at large

Financial Restructuring: Fuller Trident provides financial analysis and advisory services to debtors, equity and creditor committees, acquirers and other parties involved with both financially sound and financially troubled companies. Fuller Trident meets restructuring objectives by devising and implementing sophisticated corporate finance strategies. This process includes analyzing the relevant alternatives, recommending a strategy and implementing the approach selected by the client.

Fuller Trident’s analysis process clarifies critical financial issues and explores strategic alternatives which include:

• Evaluating the financial position of the company and the strategic fit of each business unit.
• Assessing cash flow of the company and each business unit
• Valuing existing debt and equity securities
• Determining restructuring options
• Recommending the optimum restructuring strategy