Asset
Management
Subordinated
Debt
Fund
Distribution
Investment
Banking
INVESTMENT BANKING
Excend provides investment banking services to organizations in need of transactions requiring $20MM to $500MM USD.
Clients of Excend receive guidance through the entire process of transaction structuring, materials preparation, capital origination, due diligence and closing.
14
Countries
69
Clients
$6.2BB
Transactional Value
ASSET MANAGEMENT
Excend acquires select income producing assets and operating companies at a discount to market value or below replacement cost--thereby creating a portfolio of risk-adjusted assets with immediate and substantive equity value, superior investment returns, and elevated levels of free cash flows.
Excend works in collaboration with its capital partners to acquire assets at transaction values of between $10MM to $100MM.
12%-18%
Target Cap Rate
$10MM-$100MM
Target Transaction Size
SUBORDINATED DEBT
Excend provides minority subordinated debt to accompany and complement larger financings that leading global banks provide to their clients.
By working in conjunction with proven banking leaders, Excend utilizes both 1) the due diligence conducted by its banking partners as well as 2) its own due diligence practices to ensure that all recipients of its subordinated debt financings represent exceptional credit worthiness.
In order to marginalize the traditional risk profile associated with subordinated debt, Excend requires its financing clients to enter into separate collateral pledge agreements--thereby providing the security attributes of a senior-position financing while still maintaining the superior yields of subordinated debt.
10%-15%
Annual Yield
$10MM-$100MM
Transaction Size
FUND DISTRIBUTION
Private equity funds and other entities engage Excend to distribute their funds among the firm's extensive global network of capital sources.
Due to Excend's broad global network of capital sources--family offices, pension funds, insurance companies, HNW individuals--we are able to quickly connect new funds with limited partners that provide capital commitments at scale.
$100MM-$2BB
Fund Size Range
320+
Existing Limited Partner-Profile Capital Contacts
ABOUT EXCEND
Excend leads and advises on non-public market transactions from inception to completion
Phase I
Define objectives, parameters and timeframe for the transaction
Phase II
Prepare materials, modeling, analysis, and documents required throughout the due diligence process
Phase III
Identify and qualify resources and entities that can provide the capital and/or financing required for the transaction
Phase IV
Lead or advise throughout the phases of due diligence, negotiation and transaction closing
Excend works in close collaboration with its partners and clients to assess, clarify and quantify the specific objectives for each given transaction--whether a sale of the company, asset disposition, working capital injection, shareholder restructuring, debt refinancing or conversion, or other transaction with unique requirements.
Excend then utilizes its extensive global network of industry, capital and financial contacts to structure and execute the optimal transaction.
CAPITAL & FINANCING NETWORK
Excend works closely with a diverse network of entities spanning multiple geographies, industries and areas of expertise
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Private Equity Funds
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Private Credit Groups
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Pension Funds
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Institutional Investors
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Family Offices
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High Net Worth Individuals
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Industry-specific and Specialized Advisors
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Strategic Entities in the Same Industry
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Multilateral Organizations
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Development Banks
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Financial Institutions
INDUSTRY & CAPITAL CONTACTS
245
Real Estate
123
Mining
220
Energy &
Renewables
93
Infrastructure
& Construction
130
Oil & Gas
86
Financial Services
350
Other Industries
INDUSTRIES
INDUSTRY 01
Energy & Renewables
INDUSTRY 02
Infrastructure & Construction
INDUSTRY 03
Real Estate
INDUSTRY 04
Financial Services
INDUSTRY 05
Industrial & Manufacturing
INDUSTRY 06
Information Technology
INDUSTRY 07
Agroindustrial
INDUSTRY 08
Retail & Consumer Goods
INDUSTRY 09
Opportunistic
TESTIMONIALS
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