Pursing opportunities requires sufficient capital to do so. Whether your business is seeking to fund corporate growth, finance an acquisition, provide shareholder liquidity, restructure a balance sheet, or anything in between, we can help.
Well-connected, we cast a wide net to curate a list of potential investors and lenders according to your unique circumstance. Banks, senior lenders, private equity firms, mezzanine investors – we’ve got deep relationships with them all. We’ll pair you with the ideal match, at the right deal terms, for your long-term-success.
How We Help
We quarterback the entire process from understanding your goals, assessing capital needs, conducting financial modeling and assembling financial sources.
- Understanding strategic objectives and goals
- Assessing financing needs by developing financial analyses and projections
- Determining the optimal capital structure to support business or strategic goals
- Preparing necessary financing/marketing memoranda
- Identifying and soliciting debt and equity finance sources
- Analyzing and evaluating term sheets
- Negotiating transaction terms with lenders/investors
- Assisting with funding documentation and closing activities