Navigator Capital Group is a private merchant and investment bank which executes a variety of private-market investment banking activities and makes structured investments into private entities through our flagship Alpha Opportunity Fund.  Our principals have executed over $26 billion in transactions representing a wide variety of deals.

Navigator Capital provides, over all else, unbiased and untarnished strategic and tactical advice borne through direct and hard-fought experience, and unparalleled judgment and problem solving skills.

Our activities focus on the following:

• Corporate Investment Banking (M&A, Debt/Equity Capital Formation and Financial Restructuring) - Navigator Capital has deep and broad expertise executing complex corporate finance advisory assignments across a variety of industry sectors.   Our partners have built and maintain senior level relationships with the nation's top equity and debt capital providers, and provide unparalleled access, discretion and expertise for client companies.  

• Strategic Advisory Services

Strategic Advisory Services require a wide range of experience and judgment gained over many years of complex problem solving.  Our principals have proven expertise in boardroom decision making, reorganizations, P&L improvements through operational redesign and operational restructurings, structured financing and private middle market financing solutions.  We balance judgment with analysis, and find the right balance between intuition and empirical analysis.  

• Private Industry – Navigator Capital is actively involved in a variety of confidential strategic assignments for Boards of Directors, senior managements or private fund groups.  Our value add is to serve as an adjunct advisory team which can function in a shadow capacity as Chairman of the Board, an Advisory Board, a strategic team, a swat-team for specific problems, or as an overall strategic advisor for the myriad of issues senior management face on a daily basis.  We provide discretion, keen intellectual insight, practical judgment and the independent transactional experience of hundreds of transactions across a variety of industries and specialties.

• Strategic Investments / Alliances / Joint Ventures - Navigator Capital structures and executes strategic investment plans, joint ventures and alliances for high-quality international corporate entities seeking new market penetration into the U.S.  We provide strategic partner search and introduction, business development, local governmental support negotiations and structuring, financing strategies, the design and implementation of cross-border operational strategies and public relations and coalition building with local interest groups.

• Federal, State or Local Government - Navigator Capital is engaged with several Federal government agencies on a variety of strategic consulting projects.   Most prominently, we are advising the U.S. Department of Energy on various strategic and financial elements related to the formation and structuring of mechanisms to facilitate private investment into the renewable energy sector, as well as the implementation of a public-private loan guarantee program estimated to be approximately $120 billion.  

• Real Estate Investment Banking - We are particularly experienced in real estate, currently working on over $750 million of transactions representing 33 different deals in the Texas market alone, making Navigator Capital one of the most active investment banks in the sector.

• Real Estate Merchant Banking – Navigator’s Alpha Opportunity Fund is actively reviewing investment opportunities in: i) value-add multi-family opportunities; ii) recently constructed single-tenant NNN commercial properties; and iii) distressed opportunities the commercial, multi-family or MOB asset classes.

We have broad corporate finance expertise and longstanding relationships at the senior levels with private equity funds, private investment funds, finance companies and various lending entities, both within the United States and abroad.  Our strengths lie in our deep knowledge of corporate finance business strategies, high-quality and reputable financing sources and well-established relationships with senior executives in the corporate and finance markets. 

Our capital raising abilities are unmatched, as we structure each deal individually to attract the proper investor or investment group.  We only source capital from seasoned institutional investors, and have no contact with retail investors.  We are experts in managing the financing process, assessing the ability of a prospective investor to close without re-trading terms, negotiating and structuring through the inevitable problems which arise during due diligence, coaching the client and allowing them to create a positive relationship with the investor while negotiating hard on the client's behalf, standing side-by-side with management and taking a lead role in deal structuring and negotiations.  We are known for structuring creative capital solutions across the balance sheet.   

Our real estate investment sales division is highly effective, as we do not employ brokers or salespeople.  Rather, our investment bankers position assets for sale with a strategic mindset into existing institutional portfolios.  We have broad access to both U.S. and International buyers, and have built a valuable database with detailed information on buyers over our 30 years of practice which includes desired asset types, pricing, timing to close, terms and conditions, ability to close on financing and other proprietary elements which allow Navigator a far greater advantage when positioning assets for sale.

We also assist a select group of high quality developers with the creation of joint-ventures for the long-term development of industrial, commercial and multi-family assets, and arrange debt and equity financing for such ventures.  Our credibility in the markets allows us access to high-quality, long-term thinking partners who deploy capital over 3, 5 or 7 years on such projects, and desire to partner with solid developers who operate with integrity have a history of positive results.

Navigator Capital focuses on the following areas:

• Private Equity and Debt Capital Acquisition
  • Debt capital includes:
    • Bridge Loans
    • Senior and Stretch Senior
    • Mezzanine or Subordinated Debt
    • Convertible Debt
    • Structured Finance
  • Equity capital includes:
    • Convertible Preferred Equity
    • Common
    • Hybrids
• Management Buyouts
• Mergers and Acquisitions
• Workouts / Financial Restructuring
• Strategic Corporate Finance Advisory
• Corporate Alliance and Joint Venture Formation

Critical Strengths of Navigator Capital:

• Strong relationships with high quality institutional capital providers
• Extensive experience with complex transactions
• Abundance of deal flow and credibility with finance providers
• High quality and efficient transaction execution
• Broad geographic transaction expertise
• In-depth understanding of both buy- and sell-side M&A issues, tactics and strategies

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