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Jeffrey Sweeney is an investment banker with years of experience in direct lending and corporate finance for small- to middle-market companies. He is the chairman and CEO of US Capital Partners, an innovator in small- to middle-market business lending. US Capital Partners has been providing prompt, innovative, and reliable financing solutions across the United States and abroad for more than a decade.

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Wednesday
Sep142016

US Capital Partners Engaged on $10M Equity Investment for MoneyOnMobile, Inc.

Click on the tombstone below for offering details

MoneyOnMobile

San Francisco-based private investment bank backs world leader in mobile money solutions with nationwide mobile payment network across India.

SAN FRANCISCO, September 2016 – US Capital Partners Inc. has been engaged by MoneyOnMobile, Inc. as its exclusive strategic advisor in capital formation needs. MoneyOnMobile plans to use any proceeds raised in this new offering to provide working capital, expand its sales and marketing activities, and meet other current and future business needs as it pursues its growth plans.

US Capital Partners Inc. is a private investment bank headquartered in San Francisco. Through its affiliate broker dealer, US Capital Global Securities, Inc., the firm facilitates equity private placements, makes direct debt investments, participates in debt facilities, and has a wide distribution for these services and financial products for small and medium-sized businesses.

Harold Montgomery, Chief Executive Officer at MoneyOnMobile, said: “We appreciate the responsive customer service of US Capital Partners in helping us settle our complex financing matters. We are thankful for their flexibility, which made this process a smooth experience.”

“We are delighted to be assisting MoneyOnMobile in a strategic investment banking role,” said Jeffrey Sweeney, Chairman and CEO at US Capital Partners. “The opportunity to participate in MoneyOnMobile’s $10 million equity raise is now open to eligible investors through our digital investment platform, available at www.uscgs.com, which offers a curated selection of private placement opportunities.”

About MoneyOnMobile, Inc.

MoneyOnMobile, Inc. (formerly known as Calpian, Inc.) (OTC Pink: CLPI), is a world leader in mobile money solutions through its Indian subsidiary based in Mumbai, India. MoneyOnMobile is a mobile payments service provider allowing Indian consumers to use their mobile phones to pay for goods and services, or transfer funds from one person to another using simple SMS text functionality. The service is now offered to Indian consumers through over 313,500 retail locations throughout the country. The company continues to transform the lives of people in India through its wide array of services and its nationwide mobile payment network.

About US Capital Partners Inc.

Since 1998, US Capital Partners has been providing well-structured, custom finance solutions to private and public companies in the United States and abroad. Headquartered in San Francisco, US Capital Partners, operating with its affiliate US Capital Global Securities Inc., is a full-service private investment bank with a wide distribution for debt and equity private placements. The group makes debt investments between $500,000 and $100 million, participates in debt facilities, and offers asset management, financial advisory services for buy-side and sell-side engagements, and capital formation, including early-stage financings requiring equity or debt. For more information, visit www.uscapitalpartners.net.

Wednesday
Sep072016

Ten Ways US Capital Partners Overcomes Common Financing Challenges for Small and Medium-Sized Businesses

Ten Ways US Capital Partners Overcomes Common Financing Challenges for Small and Medium-Sized Businesses

Find out how US Capital Partners resolves familiar financing problems for its clients and engineers prompt, innovative, and reliable financial solutions outside the “bankable box.”

Despite the economic recovery, securing expansive financing remains an ongoing challenge for many small and medium-sized businesses. According to a report published by the National Small Business Association, for instance, more than one in four small businesses are without the capital they need. Many businesses don’t even apply for financing because they believe they will be declined. This is often because of special circumstances that render these businesses challenging to finance.


USCP White paper - PDF Download

Innovative Solutions Outside the “Bankable Box”

US Capital Partners examines transactions on a case-by-case basis. Its financing technicians have years of experience, allowing them to structure custom financial solutions for smaller businesses quickly and efficiently. In a white paper, the firm gives examples of its ability to provide funding in ten common special situations:

  1. Complex Company Structures
  2. Businesses Outside the United States
  3. Concentration Risk and Foreign Customer Risk
  4. Ratio of Inventory to Accounts Receivable “Upside Down”
  5. Specialized Enterprises and Criticized Industries
  6. Pre-Revenue Business; Lack of Historical Performance
  7. Constraints from an Existing Financing Structure
  8. Absence of a Personal Guarantee
  9. Distress/Workout Situations
  10. When Time Is of the Essence

US Capital Partners’ Non-Formulaic Approach to Financing

US Capital Partners looks at every aspect of a business to provide well-structured, custom financial solutions for its clients. Often, it is able to increase availability through the discovery of credit enhancers and ways to mitigate credit risks. The firm’s non-formulaic approach and in-depth analysis allow it to provide the best financing available, not only for companies in excellent financial condition, but also for businesses that may have.

Wednesday
Aug312016

US Capital Partners Sources and Provides Debt and Equity Financing for Growing Businesses with Earnings

Private investment bank expands its range of debt and equity solutions for small and medium-sized businesses by taking an earnings approach to growth capital.

Private businesses in the US have been sharpening their focus on growth activities. In PricewaterhouseCoopers’ most recent Trendsetter survey, almost all US private companies (91%) reported that they expect revenue growth over the next 12 months, up from the prior quarter’s 86%.

Senzari

Financing Your Growth Strategy

In pursuing growth strategies and adapting to shifting markets, many small and medium-sized businesses are looking to raise equity or debt financing—or opting for a strategic combination of the two.

US Capital Partners is actively seeking opportunities to provide debt or equity to businesses with earnings. US Capital Partners’ growth capital products target companies with $1 million to $15 million in trailing EBITDA. The firm is able to provide growth-capital loans through its US Capital Investment Management, LLC business credit fund and sources equity through its extensive e-network of accredited investors. These innovations in business financing are supported by the business-friendly Jobs Act directing the SEC to amend both Regulation A and Regulation D, which has led to new financial technology internet-based funding platforms.

Growth capital by US Capital Partners is available to meet a variety of objectives, such as:

  • Growing a business to the next level
  • Funding an add-on acquisition
  • Achieving substantial liquidity
  • Effecting a partial change of ownership
  • Consolidating multiple ownership interests, such as inactive shareholders
  • Early-stage private and commercial note-holder payoffs
  • Other growth initiatives

Growth Capital for Businesses with Earnings

“At US Capital Partners, we take an earnings approach when providing debt or equity for growth,” said Jeffrey Sweeney, Chairman and CEO at US Capital Partners. “We always make sure the deal structure is appropriate for our clients’ specific needs, paying special attention to the costs, to company valuations, and to related issues of equity dilution in finding the right mix of equity and debt. We will leverage our extensive sources of private capital as well as our own balance sheet to guide clients to a successful transaction closing.”

To learn more about this recent engagement or about how your business can secure the investment banking services it needs, email Jeffrey Sweeney, Chairman and CEO, at jsweeney@uscapitalpartners.net or call +1 (415) 889-1010.

Tuesday
Aug232016

US Capital Engaged on $5M Convertible Note Investment for Senzari, Inc.

Click on the tombstone below for offering details

Illuminergy

San Francisco-based private investment bank backs expanding big data startup that develops data and intelligence solutions for the media and entertainment industry.

SAN FRANCISCO, AUGUST 2016 – US Capital Partners Inc. has been engaged by Senzari, Inc. as its strategic advisor in capital formation needs. Senzari will use the new financing for product development and operating expenditures, as well as to support its continued corporate growth.

US Capital Partners Inc. is a private investment bank headquartered in San Francisco. Through its affiliate broker dealer, US Capital Global Securities, Inc., the firm facilitates equity private placements, makes direct debt investments, participates in debt facilities, and has a wide distribution for these services and financial products for small and medium-sized businesses.

“We are delighted to be assisting Senzari with its growth capital needs in a strategic investment banking role, as the company moves into the next phase of its business expansion,” said Jeffrey Sweeney, Chairman and CEO at US Capital Partners. “The opportunity to participate in Senzari’s $5 million convertible note raise is now open to eligible investors through our digital investment platform, available at www.uscgs.com, which offers a curated selection of private placement opportunities.”

About Senzari, Inc.

Senzari, Inc. is a privately owned company that offers proprietary music and movie datasets combined with advanced search and recommendation services. Its customers include a wide array of industry players, from global record labels to end-user streaming platforms that provide both radio and on-demand music and video streaming services across a broad range of devices (PCs, mobile phones, and Internet appliances). For more information, visit http://corp.senzari.com.

About US Capital Partners

Since 1998, US Capital Partners has been providing well-structured, custom finance solutions to private and public companies in the United States and abroad. Headquartered in San Francisco, US Capital Partners, operating with its affiliate US Capital Global Securities Inc., is a full-service private investment bank with a wide distribution for debt and equity private placements. The group makes debt investments between $500,000 and $100 million, participates in debt facilities, and offers asset management, financial advisory services for buy-side and sell-side engagements, and capital formation, including early-stage financings requiring equity or debt. For more information, visit www.uscapitalpartners.net.

To learn more about this recent engagement or about how your business can secure the investment banking services it needs, email Jeffrey Sweeney, Chairman and CEO, at jsweeney@uscapitalpartners.net or call +1 (415) 889-1010.

Wednesday
Aug172016

Intelligently Structured Financing for Your Business Acquisition

CEOs in the US are showing increased interest in growth through acquisitions. Find out how US Capital Partners Inc. can provide your company with the custom acquisition financing it needs to grow.

Please click to see North America mid-market sector breakdown YTD 2016 Over the past year, buy-side interest in mid-market mergers and acquisitions (M&A) in North America has been at an all-time high. Mid-market firms are becoming increasingly sophisticated, helping them compete on a level with bigger companies. Increasingly, smaller businesses have been viewing M&A as a strategic route to growth. Many such enterprises are pursuing add-on acquisitions to develop complementary products and product lines, create new distribution channels, or open up new markets.

Financing Your Business Acquisition

Acquiring a business can be a complex undertaking, especially for a smaller firm, and often requires multiple sources of financing. Generally, there are three basic ways, other than cash, to finance your acquisition and grow your business to the next level:

  1. Loans against specific business assets
    An acquisition often involves the purchase of new business assets, such as buildings or equipment. Since 1998, US Capital Partners has been providing asset-backed loans of $500,000 to $100 million to finance acquisitions and other growth initiatives. Assets that qualify for such loans include accounts receivable, inventory, purchase orders, real estate, machinery and equipment, and even intellectual property.
  2. Loans against cash-flow and enterprise value
    US Capital Partners offers growth-capital term loans of up to $100 million. Businesses with a competitive advantage in a fast-growing industry can consider subordinate financing, which may lead to higher loan amounts. Unlike conventional bank loans, this formula allows flexible repayment terms.
  3. Equity financing
    US Capital Partners, through its registered affiliate US Capital Global Securities, Inc., also participates in and has wide distribution for private placements of equity to meet a variety of growth objectives, including funding add-on acquisitions. In raising private equity capital, US Capital Global Securities always make sure the deal structure is appropriate for a client’s specific needs.

Customizing Your Acquisition Financing

Often, the best financing solution for a company is an intelligently structured mix of cash (if available) and debt, with some equity. US Capital Partners can, for instance, structure and provide an optimal combination of a growth-capital term loan together with some equity financing. This offers a minimally dilutive option to a straight equity raise, allowing you to retain greater ownership of your business.

If you are currently engaged with or aware of a business that is seeking acquisition financing, please email Jeffrey Sweeney, Chairman and CEO, at jsweeney@uscapitalpartners.net or call (415) 889-1010.