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Private Placements

BlueLake Partners manages all stages of the private placement process. Our primary goal is to maximize shareholder value, enabling our clients the maximum flexibility on an ongoing basis, while ensuring the highest probability of success. We will work closely with each client to:

  • Assess it's value and capital requirements.
  • Develop an optimal capital structure, providing maximum flexibility.
  • Prepare the private placement memorandum.
  • Identify institutional investors and if appropriate strategic corporate investors.
  • Schedule and escort management team to investor meetings.
  • Advise in negotiation of the term sheet and the closing of the transaction.

BLP believes a Private Placement is a dress rehearsal for a client's initial public offering. The Private Placement memorandum and road show presentation are fashioned to be of a quality on par with the preparation during an IPO. Many of the institutions we will introduce to a client on the roadshow are potential purchasers of the IPO as well. In addition, many Private Placement investors increase their ownership positions by purchasing stock in the initial public offering.

 


All BlueLake Partners, LLC (“BLP”) securities-related transactions are conducted through BLP Advisors, LLC, (“BLPA”) a BLP affiliate. BLPA is a member of FINRA and the SIPC.
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