Greg Dukoff
Summit, NJ (USA)
Role(s):
Founder/Owner/Principal
SGD Financial Marketing, LLC
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Service Provider
Location:
Summit
Description:
Completing a private equity financing often necessitates a closer collaboration of interests between the transacting parties, which justifies the intensive, senior-level attention that we provide. SG/Orion’s extensive network of relationships with financial institutions gives it access to vast sources of capital in this increasingly complex market. We also have the insight and sophistication, the result of our principals’ 100 years of collective experience, to custom-design capital structures that result in successful working relationships between lenders or investors and our clients.
Services
Financings
- Initial Public Offerings ("IPOs")
- Secondary Public Offerings
- Private Equity and Debt Placements
- Equity Credit Lines
- Factoring
- Debt Restructuring
- Recapitalizations
- Turnarounds
Principal Investments and Asset Management
- Principal Investments
- Corporate Loans
- Asset Management through affiliates
Mergers and Acquisitions
- Purchase of Businesses
- Sale Of Businesses
- Joint Ventures
Valuation Services
- Valuation Opinions
- Fairness Opinions
- Impairment Opinions
- Intangible Asset Valuations
- Dispute Analysis and Litigation Support
Consulting
- Turnaround Plans
- Business Plans
- Strategic Plans
*SG/Orion provides some of these services through various licensed corporate entities and affiliations.
Principal Investments and Asset Management
SG/Orion invests both directly and through its affiliates in a wide range of industries. Investments include but are not limited to debt and equity investments. SG/Orion can also offer bridge loans for acquisition financing and for strategic purposes.
Through formal relationships with major money center banks and brokerage houses, SG/Orion offers clients access to the best asset management professionals in the country.
SG/Orion assists clients with merger and acquisition transactions on a worldwide scale. We are specialists in domestic and international transactions entailing the acquisition, sale, merger, joint venturing or financial restructuring of productive assets. For an increasing number of businesses, growth by merger or acquisition has become the cornerstone of long-term competitive advantage.
Business combinations present significant opportunities to our clients. Access to new markets, additional production facilities, an expanded work force, broadened product lines, and increased revenues can considerably strengthen a company’s competitive advantage in the marketplace.
SG/Orion understands the requirements of prospective buyers and sellers, as well as the issues that arise during negotiations. We offer a comprehensive array of services aimed at maximizing their opportunities and minimizing the misunderstandings common to any business combination.
Acquiring firms understand that a well structured transitional business can strengthen its asset base, broaden its product and service offerings and provide immediate access to key markets.
Sellers understand the role of global outlook in maximizing their return. Offerings in the international marketplace broaden the exposure of the company for sale, increasing the likelihood of finding the right buyer and obtaining the highest valuation.
SG/Orion represents existing public companies seeking acquisition candidates or represents private companies looking to go public through merger with existing public shells which want to expand their businesses.
Regardless of the need SG/Orion’s thorough understanding of financial, regulatory and transaction environments worldwide enhances the ability of clients to maximize their return. At the same time, the scope and reach of our organization ensures that interested buyers and sellers obtain access to the widest network of interested parties.
* Services are provided by SG/Orion, its affiliates,
and its representatives.
SG/Orion advises its clients as to the best strategy for raising funds. In-depth consultations with clients ultimately result in the financing alternative that is most suitable to meet the business owner's objectives.
Following are examples of financing methods commonly used by SG/Orion professionals and these financings are often implemented with the assistance of licensed broker/dealers and other financial partners and banking institutions:
Initial Public Offering (IPO)
Middle-market companies tend to view going public as a complex undertaking, and often proceed without a clear understanding of the course that lies ahead. SG/Orion brings structure, direction, and guidance to a company or investor assessing this financing method. SG/Orion also advises company owners on their exit strategies, and analyzes their objectives in areas such as valuation, timing, and financial consequences of the IPO along with how to create liquidity for the company owners. SG/Orion’s professionals are experienced in analyzing the feasibility of IPOs, determining stock value ranges, structuring IPOs and identifying the issues and decisions to be made during the IPO process. Once it is decided to pursue an IPO, SG/Orion helps select the appropriate underwriting group by examining the transaction expertise of underwriting institutions for the client's size and industry, the position of the proposed transaction in the institution's backlog, the market environment for the issue, and other key elements.
Secondary Public Offerings
Secondary public offerings are underwritten issuances of a company’s common stock after it is already publicly traded. Secondary offerings, like IPOs, can include both shares sold by the company as well as shares sold by existing shareholders. SG/Orion works with existing public companies to advise them on the numerous alternative secondary financings available to them.
After a company completes an IPO, it often requires additional capital to finance growth initiatives and optimize its capital structure. A secondary public offering may be pursued for a number of reasons, such as to raise cash to fund longer-term growth initiatives or acquisitions, strengthen its capital structure, improve the trading market for its common stock, or enhance investor interest in a company by allowing large investors to either increase or decrease their ownership position in a controlled and organized manner.
Private Debt and Equity Placement
The goal of the financing experts at SG/Orion is to create the most favorable capital structure for each client. We understand that capital must accommodate a business rather than drive a business. It must give a business the flexibility to put profits into the enterprise rather than into the financing. SG/Orion professionals are in continuous contact with financial institutions to understand the lending preferences and risk tolerances of each institution and the strategic make-up of its portfolios. This knowledge is integral to the process of matching clients with appropriate lenders. SG/Orion’s long record of accomplishment enhances its credibility among lenders, often opening doors for new clients.
Services Provided:
- Capital Broker
- Funding -> Commercial Mortgage
- Funding -> Equipment Leasing
- Funding -> Business Acquisition / Franchise Funding
- Commercial Mortgage
- Funding -> Operation Capital
- Funding -> Debt Consolidation