Lampert Capital Advisors

Creative Financing Solutions for Middle Market Companies and Financial Sponsors

About Us

  • Headquartered in New York City, Lampert Capital Advisors specializes in financing for middle market companies with a particular focus on a wide range of private debt placements, structured equity infusions, and capital tailored for companies with compelling growth opportunities or facing near term challenging circumstances. Since the Firm’s inception in 2009, we have completed over $3.5 billion transactions ranging in size from $20 million to $350 million across a broad spectrum of industries and a variety of purchases. We possess the expertise and market insight that helps our clients achieve their capital raising goals.

    Lampert’s principals have a wide range of experience both raising capital for clients and investing capital on behalf of institutions in a broad array of industries and for a number of purposes: acquisitions, recapitalizations, growth initiatives, specific projects, and companies in transition. Lampert’s principals have completed more than $18 billion in financings over the course of their careers.
  • Today’s capital markets are characterized by a diverse proliferation of investment mandates arising from an ever-expanding constellation of debt and equity investors. Our goal is to help our clients navigate these markets and bring to fruition a complete capital solution. In many instances a financing solution is achieved by working through complex layers of financing including revolver/term facilities, second lien/mezzanine instruments, and junior capital/structured equity securities. In other instances, a client’s needs may be better filled through a simpler capital structure. Underlying all of our engagements is developing the correct capital structure attuned to achieving clients’ long-term strategic and financial goals. Equally important is our ability to wed companies to capital sources that share a common vision for a client’s business.
  • Our many years of experience allows us to view our engagements through the eyes of our clients and capital providers and position transactions to elicit the highest possible level of interest from the investor community. Our success arises from:
    ■
    the Firm’s detailed, granular, and thorough analysis of our clients’ businesses and its industry incorporating our extensive experience across numerous industries, value chains and company sizes;
    ■
    our preparation of a comprehensive suite of information addressing all relevant investors’ considerations: and
    ■
    our use of our proprietary database to identify a broad base of appropriate potential sources of financing for each layer in each situation.
  • Lampert’s reputation for financing excellence encourages investors’ responsiveness and willingness to meet difficult timetables. Our clients benefit from investors’ knowledge that Lampert remains selective in its association with high quality companies as clients.

    Since our founding in 2009, we have developed relationships with the most active capital providers in the private market, providing our corporate and private equity clients with confidence in superior market intelligence, and ultimately, optimal results from our tightly orchestrated financing processes.

    As an independent firm, we are able to serve as a true advocate for our clients throughout the entire capital raising process. We provide unmatched client service and comprehensive access to capital providers using an efficient and professional offering process designed to maximize the likelihood of a low-cost, best execution while minimizing the processes intrusion on management and the business’ ownership.

Services

Financing Services
Capital Restructuring Advisory
Lampert Capital Markets
Lampert Debt Xchange
  • We provide clients with access to a broad array of lenders and investors to ensure that client’s needs and goals are shared by the Lenders and investors we approach. We view financings as the art of partnership arrangement with participants that will support management goals. In turn, we recognize that each business is unique and requires financing solutions that meet our clients’ singular needs. Our goal in every case is to cultivate long term relationships through our single-minded dedication to our client’s needs.

    Primary Advocate For Our Clients:

    ■
    Senior involvement at each stage from preparation and solicitation to lender engagement and documentation.
    ■
    Seamless integration with management and sponsors in facing lenders to enable management’s continued focus on the business and its performance throughout the process.
    ■
    As the oldest pure debt advisory and capital firm addressing the middle market, our advice incorporates both economic and qualitative considerations derived from our long history in cultivating capital sources for clients.

  • Proprietary Process:

    ■
    Upfront preparation: Complete and thorough analysis of client’s businesses to identify risks and mitigants; identify key performance indicators salient to investor concerns.
    ■
    Credit portrait and profile: Using our experiences as both agents and investors, we infuse our approach with qualitative portrayals of businesses supported by financial data and analysis designed to elicit maximal lender interest and address their concerns.
    ■
    Solicitation: Lampert team mobilizes its bankers into the solicitation process to expedite the transmittal of accurate, detailed information to ensure the broad, rapid distribution and dissemination of offering material. Our processes are designed to expedite speed to market without sacrificing information quality.
    ■
    Full and complete suite of information: Address all possible investor considerations and concerns up front to position the credit effectively and thereby provide for the greatest likelihood of a successful financing process.
    ■
    Optimal results: LDA’s transparent process is designed to maximize competition between lenders and investors to generate the best terms for our clients

  • Superior Investor Knowledge:

    ■
    Lampert maintains a proprietary database of thousands of investors capturing their interests, preferred investment instruments, risk dimensions, return requirements, industry expertise and appetite.
    ■
    The knowledge base is supported by the entire Lampert team’s ongoing coverage of, relationships and dialog with partners and leaders at non-bank funds as well as senior level executives at financial institutions.
    ■
    Lampert possesses detailed firsthand knowledge of credit committee operations and portfolio considerations that further informs our processes.

    Capital Markets Knowledge:

    ■
    Lampert maintains real-time knowledge of market terms across the spectrum of financing instruments.
    ■
    Furthermore, we encourages alternative solutions to a client’s needs so that clients benefit from both multiple possible solutions to their need and back up alternatives to heighten the likelihood of a successful financing despite the inevitable changes in investor interests that arise.
  • We differentiate ourselves from other restructuring advisors by integrating capital markets knowledge and expertise into our restructuring assignments. This provides clients and their lenders with added optionality on solutions that may entail reductions and exchanges in order to facilitate a recapitalization outside of value-eroding Ch. 11 proceedings. We take great pride in our ability to execute restructurings outside of bankruptcy while maximizing the likelihood of ownership continuity.

    LDA works with companies in financial distress and in need of professional guidance to restructure and/or refinance existing indebtedness as well as mediate strained borrower/lender relationships. After performing a thorough analysis to evaluate potential lender actions and recoveries and assess the feasibility of introducing new capital, LDA works closely with clients to develop a formal restructuring strategy, which may include negotiating loan modifications, exchanges and principal reductions. To the extent feasible, LDA will concurrently initiate a debt and/or equity offering process to expand the clients' alternatives and increase the likelihood of a successful outcome

  • Experienced Operational Knowledge:

    ■
    The Principals of LDA have owned, operated and repaired business facing strategic, operational and financial challenges;
    ■
    Our been there/done that knowledge sets us apart from other restructuring firms;
    ■
    Our experience informs our humanistic approach that recognizes that companies are living, breathing organisms comprised of people whose needs must be aligned with the business in order to achieve turnaround.

    Detailed Business Planning Oversight:

    ■
    Lampert works closely to understand and accurately portray the state of a company’s cash generation capabilities.
    ■
    Lampert is skilled in partnering with management to develop the operating and financial game plan that will withstand the scrutiny of existing and future creditors.
    ■
    Armed with knowledge of a Company’s capacity, Lampert can develop a capital strategy that combines the best elements of a restructuring with a refinancing.

  • Superior Restructuring Execution:

    ■
    Lampert’s history as principals in troubled businesses differentiates us from others.
    ■
    Our communications with existing and future creditors carries the weight of experience so often lacking in restructuring professionals.
    ■
    We deploy our detailed operating knowledge to engender support from creditors for a restructured capital base.

    Integrating Capital Raising and Restructuring:

    ■
    Lampert recognizes that restructurings often succeed best when supported by all or partial return of capital to existing lenders. Cementing an advantageous restructuring requires an accurate assessment of capital availability, execution timing and market preparation.
    ■
    Lampert’s capital markets execution strengths assures fulfillment of existing creditors needs for the receipt of cash on a timely basis.
    ■
    The combination of sound, operations based restructuring combined with multi-layered capital markets exercises provides our clients with a renewed, substantiated capital base capable of supporting business restoration and success.
  • Lampert Capital Markets is an emerging investment banking, securities and investment management firm that provides a broad array of financial services to a diversified client base comprised of corporations, institutions and high-net-worth individuals. For more information, please visit www.lampertcm.com
  • The Lampert Debt Xchange (LDX) is an exchange platform specializing in the resale of privately placed, institutional grade corporate debt. Whether selling mezzanine debt investments, syndicating loans, or repositioning an entire debt portfolio, LDX provides a marketplace for thousands of Qualified Institutional Buyers to market, buy, and sell, seasoned private investments. For more information, please visit lampertdebtx.com

Services

Financing Services
Capital Restructuring Advisory
Lampert Capital Markets
Lampert Debt Xchange
We provide clients with access to a broad array of lenders and investors to ensure that client’s needs and goals are shared by those we approach. We view financings as the art of partnership and bring participants to a transaction who will support management goals. We recognize that each business is unique and requires financing solutions that meet our clients’ singular needs. Our goal in every case is to cultivate long term relationships with capital sources through our single-minded dedication to our client’s needs.

Primary Advocate for Our Clients:

■
Senior involvement at each stage from due diligence and business planning to preparation of offering materials, solicitation of investors, constant engagement thru their diligence process and closing documentation
■
Seamless integration with management and sponsors in facing investors to enable management’s continued focus on the business and its performance throughout the process
■
Delivering advice that incorporates both economic and qualitative considerations derived from our long history in cultivating capital sources for clients

Proprietary Process:

■
Upfront Preparation: Complete and thorough analysis of client’s businesses to identify key performance indicators and growth prospects salient to investors as well as risks facing the business and mitigants to those risks
■
Credit and Equity Perspective: Using our experiences as both agents and investors up and down the capital structure, we infuse our approach with qualitative portrayals of businesses supported by financial data and analysis designed to elicit maximal lender interest and address their concerns
■
Solicitation: Lampert team mobilizes its team into the solicitation process to expedite the transmittal of accurate, detailed information to ensure the broad, rapid distribution and dissemination of offering material. Our processes are designed to expedite speed to market without sacrificing information quality
■
Full and Complete Suite of Information: We seek to have all possible investor considerations and concerns identified up front to position the debt or equity investment effectively and thereby provide for the greatest likelihood of a successful financing process
■
Optimal Results: LCA’s transparent process is designed to maximize competition between lenders and investors to generate the best terms for our clients

Superior Investor Knowledge:

■
Lampert maintains a proprietary database of thousands of investors capturing their interests, preferred investment instruments, risk dimensions, return requirements, industry expertise and appetite
■
The knowledge base is supported by the entire Lampert team’s ongoing coverage of, relationships and dialog with partners and leaders at non-bank funds as well as senior level executives at financial institutions
■
Lampert possesses detailed firsthand knowledge of credit committee operations and portfolio considerations that further informs our processes

Capital Markets Knowledge:

■
Lampert maintains real-time knowledge of market terms across the spectrum of financing instruments
■
Furthermore, we encourage alternative solutions to a client’s needs so that clients benefit from both multiple possible solutions to their need and back up alternatives to heighten the likelihood of a successful financing despite the inevitable changes in investor interests that arise
Our services to help clients deal with difficult situations brought on by unforeseen cyclical or shifts in its industry integrates capital markets and deep understanding of operational and financial reporting challenges. This knowledge and expertise provides clients and their lenders with added optionality on solutions that may entail asset sales, new capital infusions, debt amendments or debt reductions and exchanges in order to facilitate a recapitalization outside of value-eroding Ch. 11 proceedings. We take great pride in our ability to execute restructurings outside of bankruptcy while maximizing the likelihood of ownership continuity.

LCA works with companies in financial distress by performing a thorough analysis of the business’ situation and prospects to guide its analysis of potential lender actions. LCA works closely with clients to develop a formal restructuring strategy, which may include negotiating loan modifications, exchanges, and principal reductions consistent with a client’s plan for improving upon current conditions. To the extent feasible, LCA will concurrently initiate a debt and/or equity offering process to expand the clients' alternatives and increase the likelihood of a successful outcome.

Experienced Operational Knowledge:

■
Unlike most advisory firms the Principals of LCA have owned, operated, and repaired business facing strategic, operational, and financial challenges
■
Our deep “been there/done that” knowledge enables us to move quicky to help our clients and communicate their ability to navigate situations to their investors and lenders alike
■
Our experience informs our humanistic approach that recognizes that businesses are living, breathing organisms comprised of people whose needs must be aligned with the business in order to achieve the targeted improvement and turnaround

Detailed Business Planning Oversight:

■
Lampert works closely to understand and accurately portray the state of a company’s cash generation capabilities
■
Lampert is skilled in partnering with management to develop the operating and financial game plan that will withstand the scrutiny of existing and future creditors
■
Armed with knowledge of a Company’s capacity, Lampert can develop a capital strategy that combines the best elements of a restructuring with a refinancing

Superior Restructuring Execution:

■
Lampert’s history investing in or advising troubled businesses differentiates us from others
■
Our communications with existing and future creditors carries the weight of experience needed to successfully complete restructurings
■
We deploy our detailed operating knowledge and industry experience to engender support from creditors for a restructured capital base

Integrating Capital Raising and Restructuring:

■
Lampert recognizes that restructurings often succeed best when supported by all or partial return of capital to existing lenders. Cementing an advantageous restructuring requires an accurate assessment of capital availability, execution timing and market preparation
■
Lampert’s capital markets execution strength assures fulfillment of existing creditors needs for the receipt of cash on a timely basis
■
The combination of sound, operations-based restructuring combined with multi-layered capital markets exercises provides our clients with a renewed, substantiated capital base capable of supporting business restoration and success
  • Lampert Capital Markets, Inc is a FINRA -registered broker/dealer that provides clients with access to US public equity markets through both syndicated offerings as well as through At-the-Market transactions incorporating LCM’s proprietary institutional trading platform. For more information, please visit  www.lampertcm.com
  • The Lampert Debt Xchange (LDX) is an exchange platform specializing in the resale of privately placed, institutional grade corporate debt. Whether selling mezzanine debt investments, syndicating loans, or repositioning an entire debt portfolio, LDX provides a marketplace for thousands of Qualified Institutional Buyers to market, buy, and sell, seasoned private investments. For more information, please visit lampertdebtx.com

Team

S. Randy Lampert

The founder of Lampert Capital Advisors, Randy has been providing debt financing services to corporations for over 30 years. During that time, he has completed nearly $15 Billion in debt and equity financings.
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Jeff Deutschman

Jeff Deutschman joined Lampert in 2018 after most recently serving as a Managing Director in the Opportunistic Credit Group at Apollo.


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Nelson Ng

Nelson has been providing debt financing services for over 25 years. During that time he has executed over $3 billion in debt and equity financings.


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Transactions

Below are select transactions executed by Lampert Capital Advisors for equity sponsor clients as well as corporate middle market companies.

Contact

900 Third Avenue, Suite 1403
New York, NY 10022

Office: 646-367-4660
Fax: 646-626-6400

Want to find out more about Lampert Capital Advisors?
Email us at: info@lampertca.com

Interested in career opportunities?
Send us your information: careers@lampertca.com