Capital Advisory Services
In today’s uncertain business climate, it is absolutely critical for companies to have ready access to capital as well as operate with the most effective capital structure. KPMG has responded to this increased need by investing in the development of a dedicated Capital Advisory practice, which sits inside Corporate Finance.
KPMG Corporate Finance LLC Capital Advisory professionals are global leaders in raising debt and equity capital and, in this capacity, we closely monitor capital market activities involving both public and private transactions—large and small—and maintain real-time knowledge of debt refinancing activity, private and public equity investments, and M&A transactions.
Primary Service Offerings:
- General capital advisory – Helping companies assess their capital structures and provide insight on available options in the capital markets.
- Capital raises – Lead private placement processes for refinancings, growth capital, acquisition financing, and
dividend recapitalization.
- Debt restructuring – Provide assistance to companies that are currently in default and may need help negotiating a resolution with the existing lender(s), raising junior capital, or refinancing existing debt.
Capital Advisory services
Impartial Financial and Strategic Advice
- Evaluation of strategic alternatives, capital projects, market opportunities, business plans, acquisitions, and divestitures
- Comprehensive financial modeling, capital structure option analysis, and assessing available sources and terms of capital
- Capital project planning, allocation, execution, and monitoring
- Understanding the risk profile of various capital options
- Board/shareholder assistance
Capital Procurement and Assistance
- Structuring advice and sourcing assistance for various forms of debt and equity
- Expansion and growth capital
- Acquisition financing
- Dividends and leveraged recapitalization
- Restructuring existing capital structure and lender negotiations
- Credit ratings assessment
What You Can Expect from KPMG
- Access to one of the largest global professional services networks with industry and product specialists in Advisory, Tax, and Audit
- A dedicated engagement team of senior professionals with the appropriate experience and market knowledge
- A trusted advisor with a comprehensive understanding of business issues and capital structure
- Timely, efficient, and thorough professionals
- Integrity and market power of the KPMG brand name
Key Strengths
- Team of seasoned bankers and corporate finance professionals with complementary skills and experience across capital markets, including senior debt, second lien debt, mezzanine debt, and equity
- The team has an average of close to 20 years of experience in the credit markets with various financial institutions
- Wide-ranging approaches leveraging KPMG LLP's global resources
- Intimate knowledge and relationships with global capital sources
- Unbiased advice based on a broad capital markets knowledge base
- Experience developing competitive capital raise process to generate the best terms available
SERVICE LEADER
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Joe Rodgers Managing Director Atlanta Phone: 404.222.3278 Fax: 404.759.2294 jrodgers@kpmg.com |



