About Us

L. R. Nathan Associates has a long track record of success raising capital for middle market companies throughout the Northeast. We have completed well in excess of $1.5 billion in transactions since our founding in 1980 to fund clients’ growth plans, strategic acquisitions, management buyouts and the recapitalization of companies that have had interruptions in their good performance. The firm’s principals have first-hand knowledge of the intricacies of corporate finance – including access to the full array of financing tools that are available to achieve the optimum funding package to fit a business’s particular needs and circumstances.

We are highly skilled at creating competition among funding sources to assure the best possible deal for our clients. Every financing proposal undertaken by L. R. Nathan Associates is accompanied by an original private placement presentation that makes the client’s unique case in the most compelling manner in order to generate a “yes” from money sources. The most favorable outcomes derive from our thorough familiarity with the features, benefits and pitfalls of alternative funding sources. We understand how the various layers of capital relate to one another; how they best fit on a company’s balance sheet; and how they can enhance the capital structure to fuel growth and profitability.

As investment bankers specializing in financing, we can help middle market business owners and executives to deal with some common questions. For example --

• Why banks sometimes are eager lenders, and other times are skittish and wary?
• When does asset based financing provide enhanced availability?
• How can Tranche B variations supplement bank borrowing?
• When is Mezzanine financing worth the cost; and what are its variations?
• How can the Enterprise Value of a business be monetized?
• How can a good management team with a great track record and little capital of its own obtain ownership?

L. R. Nathan Associates also is well-known for its advisory work assisting client companies when things have not gone well with their existing lenders. We are approved by most major banks in the Northeast as a trusted advisor to companies that have been transitioned to workout status. The firm often is appointed as the approved turnaround consultant to guide these businesses through the forbearance process required by their banks. In this role, we also help borrowers to implement financial and operational improvements, and to realize cost savings in connection with their recovery process. In many instances, we have been instrumental in converting accounts from workout back to the commercial side of their banks. In other cases, we have been successful in recapitalizing businesses and repaying anxious lenders in full.