How We Work
We don't start with a product. We start with the transaction — what you're trying to accomplish, the economics behind it, and the capital or counterparties required to get there.
Two Engagement Types
We start with the objective, financial profile, existing capital structure, financing requirement, and timing.
Understand the TransactionWe determine the appropriate debt structure, position the opportunity, and develop the strategy for taking the transaction to market.
Structure the FinancingWe engage banks, private credit firms, specialty finance companies, family offices, private investors, and other appropriate debt capital sources.
Take It to MarketWe manage capital-source engagement, term evaluation, negotiation, diligence, documentation, and execution through closing.
Drive It to CloseWe start with the objective — what a successful outcome actually looks like for the transaction.
The ObjectiveWe develop the transaction strategy and positioning around the opportunity.
The StrategyWe identify and engage the appropriate buyers, sellers, or acquisition targets suited to the transaction.
The Right CounterpartiesWe manage negotiation, diligence, financing where applicable, documentation, and closing.
Managed to CloseHow We Evaluate
NorthBridge evaluates the transaction as a whole — not a checklist, not a score.
The scale and quality of earnings behind the transaction.
The durability and consistency of cash flow supporting the structure.
Existing and pro forma leverage relative to the business.
How the transaction fits alongside existing obligations and maturities.
Collateral and asset coverage available to support the capital.
What the capital or transaction is meant to accomplish.
The team and ownership structure behind the business.
The dynamics and positioning of the business within its market.
Initial Transaction Review
For an initial review, NorthBridge seeks enough information to understand the company, transaction, capital requirement, financial profile, and execution considerations. Exact diligence requirements vary by transaction.
Purpose, size, structure, timing, and strategic objective.
Historical financial statements and relevant current-period performance.
Existing debt, obligations, maturities, liens, and material financing arrangements.
Transaction documents, acquisition materials, forecasts, collateral information, or other relevant diligence depending on the engagement.
Whether you're seeking capital, evaluating an acquisition, or considering an exit, start with the opportunity. We'll determine where NorthBridge can add value.
Discuss a Transaction Confidential · Transaction-Level Review