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Overview
What is a Shareholder Distribution?
Shareholder Distributions involve raising capital to restructure the debt and equity mixture on a company’s balance sheet to fund a special dividend return to shareholders.
PGIM’s Approach to Shareholder Distributions
We understand that capital often flows in both directions throughout a relationship between shareholders and a business. At times, shareholders are looking to finance growth or weather challenging economic environments. In other instances, it’s the right time to make a distribution. Whatever your situation may be, we provide a variety of leveraged recapitalization solutions to sponsors and corporations, with consistent contact and support afterward.
We have partnered with Winmark since 2015, providing capital through four transactions to help realign ownership and support leveraged dividend recapitalizations to fund shareholder distributions.
Who We Work With
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Understanding Shareholder Distributions
Typical financing sizes include:
- Senior debt: $10 million to $300+ million
- Subordinated debt: $15 million to $150+ million
- Preferred equity: $10 million to $50+ million
Companies will generally pursue a shareholder distribution for diversification of wealth, to manage changing family dynamics, make charitable contributions, or just provide general liquidity for their business.
Collapse SectionFinancing can be structured as fixed- or floating-rate, secured or unsecured, with maturities ranging from 3 to 30+ years and either amortizing or bullet repayment profiles. We can provide senior debt alongside subordinated debt and equity, delivering an integrated solution through a single, relationship-oriented capital provider.
Collapse SectionCompanies value our relationship-oriented approach, ability to provide follow-on capital as growth needs evolve, understanding of complex business requirements, and capacity to fund across the capital structure through senior debt, subordinated debt, and preferred equity.
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