How We Do It

Crossmark has developed a dynamic and particularized industry set of experienced senior debt, mezzanine financing, convertible debt, preferred equity and straight equity contacts for funding and financing transactions to enable its clients to close on their targeted transactions. CrossMark also has established a substantial network of governmental agency and private industry contacts that it brings to its clients as strategic public/private partnerships and/or joint venture opportunities.

CrossMark helps groom its sell and buy-side transaction clients in preparation for their exit or expansion strategy events and to identify merger/purchasing party candidates and buy-side transaction targets. Our company utilizes investment banking teaming partners when needed, as well as their broker dealer affiliates for securities law-compliant transactions.

We have developed a dynamic and particularized industry set of experienced senior debt, mezzanine financing, convertible debt, preferred equity and straight equity contacts for funding and financing transactions to enable its clients to close on their targeted transactions.

Crossmark helps to groom its sell and buy-side transaction clients in preparation for their exit or expansion strategy events and to identify merger/purchasing party candidates and buy-side transaction targets, utilizing investment banking teaming partners when needed and their ability to utilize their broker dealer affiliates for securities law compliant transactions.

By networking its contacts with its clients, CrossMark can provide its clients with opportunities for business expansion and revenue growth.

CrossMark’s clients (former and present) include:

  • Military industry companies engaged in the manufacturing, distribution, logistics and enterprise solutions businesses seeking debt financing, equity funding and sell-side assistance
  • US based military and security industry company looking to expand into the US DoD and DLA markets
  • Northeast USA Regional oil and propane company seeking significant growth through acquisition of companies in its industry
  • Real estate development and redevelopment companies seeking acquisition financing for projects locating national convenience store companies in strategic sites
  • New-technology based environmental remediation company that focus on water treatment programs
  • Renewable energy development companies seeking senior debt and investment tax credit funding to take advantage of rapidly growing project pipeline
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