Avalon
closedW=S@11.50
BENF
Capital Structure & Economics
Trust Size$27,900,000
Unit Price$10.00
Warrant Coverage-
Sponsor Promote20%
Implied Equity Architecture
Capital Allocation Baseline
Trust (100.0%)
Implied Dilution Drag
No Warrants / No Drag| Public Trust Allocation | $27,900,000 |
| Sponsor At-Risk Capital | N/A |
| Total Underwriting Discount | N/A |
| Trust Per Unit (Implied) | $10.00 |
| Sponsor Promote Allocation | 20% |
Deal Lifecycle
IPO PricedJul 19, 2023
SearchingTarget Pending
Maturation Wall
N/A
Announced Target / M&A
- Target CompanyBeneficient
- SectorFinancial Services
Board & Officers
- CEO
- Director
- Director
- Director
- Director
- Director
- Scott W. WilsonDirector
- Director
- Patrick J. DoneganDirector
- Director
- Director
- Brad HeppnerDirector
- Director
- Director
- Director
- Director
- Director
- Emily Bowersock HillDirector
Advanced Structuring Terms
| Target Sectors | Financial Services |
Syndicate & Advisors
- PIPE PLACEMENT AGENT
- Beneficient Transfer and Clearing Company, L.L.C.TRANSFER AGENT
- Beneficient Fiduciary Financial, L.L.C.TRUSTEE
- Beneficient Securities Company, L.P.UNDERWRITER
- Bradley Capital Company, L.L.C.FINANCIAL ADVISOR
- Weaver and Tidwell, L.L.P.AUDITOR
Interactive Deal Modeling
Base financial constraints (Trust Size, Warrants, Promote) are pre-loaded into the calculation engines. Proceed to model implied dilution and advisory friction limits.