Whether it’s a desire for growth capital, asset-based financing or a variety of other capital needs, Luma Associates’ placement advisory team has the experience and connections needed to help companies find appropriate financing. Our team is well connected within the marketplace and has relationships with multiple types of capital providers. We know that a capital limitation is a hindrance to success and innovation, and we develop strategies to overcome these obstacles.

When such situations arise, our team provides advice on an appropriate capital structure and obtains the financing necessary to meet your company’s needs.

Equity capital services

  • Provide clients with comprehensive services for private equity capital
  • Serve as placement agent for private equity offerings
  • Assess optimal capital structure for client
  • Prepare marketing materials for potential investors
  • Identify and evaluate potential capital partners
  • Assist in negotiations with investors
  • Execute transactions
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Debt capital services

  • Provide clients with comprehensive services for senior debt, subordinated debt, mezzanine debt, asset-based lending and other credit facilities
  • Serve as placement agent for private debt offerings
  • Assess optimal capital structure for client
  • Prepare marketing materials for potential investors
  • Identify and evaluate potential capital partners
  • Assist in negotiations with investors
  • Execute transactions