The equity raise is one of the most critical—and misunderstood—parts of any SMB acquisition. From structuring investor terms to running an efficient raise, getting this part right can make or break your deal.
This high-impact session will cover both the foundations of effective equity raising and the latest SBA changes forcing sponsors to adapt in real time.
We’ll dig into:
- How to run an equity raise process—from early interest to final close
- Preferred equity structures, step-ups, and return profiles that attract investors
- The new SBA SOP changes and how they impact deal funding
- How today’s macro capital environment is changing investor expectations
Whether you’re preparing your first raise or adjusting to these fast-moving SBA updates, this webinar will give you the clarity and tactics to raise smarter and close with confidence.