Daniel Capital Group works with clients to meet their capital formation, merger and acquisition, and asset management needs.
Equity Investment
Daniel Capital Group, with and through its DCG Funds affiliate, makes and manages equity and equity-linked investments in private companies.
DCG aligns itself with operating partners and institutional investors and is actively involved in all stages of the investment process, with a focus on maximizing after-tax, risk-adjusted investment returns.
Capital Formation
DCG's principals have deep experience in helping companies optimize their capital structure and secure capital from providers that best fit the client's needs, both now and in the future. Capital sources include national and local institutions such as banks, non-bank lenders, hedge funds, venture funds and high net worth investors. Senior debt includes asset-based loans, cash flow loans, and facilities for real estate acquisition and development. Junior capital includes mezzanine debt, convertible debt, preferred stock, and common equity.
DCG works with clients to determine the capital structure and providers that best meet the needs of the situation.
Mergers & Acquisitions
Our clients are experts in their respective fields. They call Daniel Capital Group when they need expertise in evaluating M&A opportunities. When appropriate, growth through acquisition or merger can be an excellent way to create value for stakeholders. DCG is skilled in all aspects of the M&A process, from identifying the best opportunities to valuing companies to negotiating and closing the deal. Often times, DCG marries its capital formation expertise to help finance client transactions.
DCG acts as an extension of a company's management team when partnering with clients on M&A transactions.