About SOURCE CAPITAL MEZZANINE ADVISORS II, LLC
SOURCE CAPITAL MEZZANINE ADVISORS II, LLC is a financial advisory firm that specializes in providing mezzanine debt and equity financing solutions to middle-market companies. With a team of experienced professionals and a strong track record of success, the firm acts as a trusted partner for its clients, helping them achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides mezzanine debt and equity financing solutions to middle-market companies
- Experienced team with a strong track record of success
- Acts as a trusted partner to help clients achieve their financial goals
Facts and Insights
Founded in 2010, SOURCE CAPITAL MEZZANINE ADVISORS II, LLC has become a leading provider of mezzanine financing in the United States. The firm has helped numerous clients with their capital needs, allowing them to expand their businesses, invest in new projects, and achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million (as of 2021) | 10 | 11 years |
Financial Services Offered
In addition to providing mezzanine financing, SOURCE CAPITAL MEZZANINE ADVISORS II, LLC also offers a range of financial services to help clients manage their wealth and achieve their financial goals. These services include:
- Capital structure analysis
- Growth capital solutions
- Restructuring and recapitalization
- Acquisition financing
- Financial advisory and consulting
Client Types
SOURCE CAPITAL MEZZANINE ADVISORS II, LLC primarily works with middle-market companies that are typically generating between $10 million and $200 million in annual revenue. The firm also works with private equity firms, family offices, and other institutional investors looking for mezzanine financing opportunities.
Fees & Compensation
The fees and compensation structure at SOURCE CAPITAL MEZZANINE ADVISORS II, LLC is typically based on a percentage of the amount of capital raised for the client. This incentivizes the firm to work diligently to secure the best financing terms for its clients and ensures that the firm’s interests are aligned with those of its clients.
Background
SOURCE CAPITAL MEZZANINE ADVISORS II, LLC was founded by a team of seasoned financial professionals with extensive experience in private equity, investment banking, and corporate finance. The firm has a strong reputation in the industry and has received numerous accolades for its exceptional services and expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, SOURCE CAPITAL MEZZANINE ADVISORS II, LLC is required to provide certain disclosures to its clients. These include any conflicts of interest, fees and compensation structure, and any potential risks associated with the firm’s services. The firm takes these disclosures seriously and is dedicated to maintaining transparency and honesty with its clients.