Shareholder Distribution
Capital that delivers flexibility, diversification, and liquidity
Overview
Overview
What is a shareholder distribution?
Shareholder Distributions involve raising capital to restructure the debt and equity mixture on a company’s balance sheet to fund a special dividend return to shareholders.
We understand that capital often flows both directions over the course of a relationship between shareholders and a business. At times, shareholders are looking to finance growth or weather challenging economic environments. In other instances, it’s the right time to make a distribution. Whatever your situation may be, we provide a variety of leveraged recapitalization solutions to sponsors and corporations, with consistent contact and support afterward.
We have partnered with Winmark since 2015, providing capital through four transactions to help realign ownership and support leveraged dividend recapitalizations to fund shareholder distributions.
Typical size, structure, uses, and benefits ▼
Typical size
- Senior debt: $10 million - $300+ million
- Subordinated debt: $15 million - $150+ million
- Preferred equity: $10 million - $50+ million
Typical uses
- Diversification of wealth
- Changing family dynamics
- Charitable contributions
- Providing liquidity
Structural characteristics
- Fixed / floating rate
- Unsecured / secured
- Maturities of 3 to 30+ years
- Amortizing or bullet maturities
- Senior debt, alongside subordinated debt / equity (if needed), for a seamless solution with a single, relationship-oriented capital provider
Issuer benefits
- Supportive, patient, relationship-oriented partner
- Deep pockets to provide follow-on capital to fund your future growth
- Understanding the complexities of your particular business
- Capacity to fund across your capital structure with senior debt, subordinated debt, and preferred equity
