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Capital Formation & Due Diligence

Athena can help you develop the right capital structure for your business. Whether debt or equity, working capital or growth capital, Athena has extensive experience structuring and negotiating transactions with venture capital, private equity, family office, bank and other institutional and individual capital sources.

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Equity Raising

Athena has extensive experience sourcing, structuring and negotiating transactions with venture capital, private equity and other institutional and individual capital sources. Athena leverages its experience from both sides of the table - as both prior CFO of several VC & PE-back operating companies, and as a prior VC & PE fund principal - to help your company be fully prepared to raise capital. Then Athena will work with you to source, structure, negotiate and close equity capital. Athena works synergistically with investment banks and other intermediaries, or can assist you, as your CFO, to go to market directly.

Debt Financing

Athena has experience, as operating company CFO, sourcing, structuring and negotiating debt transactions with family office, bank, and other institutional and individual sources. And Athena has experience from the other side of the table too, having closed mezzanine, convertible debt, and straight debt transactions as principal and investment officer of institutional investment funds. Athena leverages this combined experience to help your business be fully prepared to go to market and then work with you to source, structure, and negotiate debt capital.

Due Diligence

Being fully prepared and mitigating risk prior to pursuing a transaction can have a dramatic impact on the success (or failure) and terms of a potential transaction. For operating companies engaged in M&A or capital formation efforts or on behalf of PE and VC firms, Athena leverages its experience from both sides of the table to provide a comprehensive due diligence and financial analysis solution. Athena's due diligence services enhance visibility, reduce risk, decrease costs and transaction times, and help improve overall execution.