Our Capital Raise & Sell-Side Services

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We seek to learn about your goals and interests and earn the opportunity to be your trusted advisor for all of your transactions.  We proudly serve corporations, family businesses and financial sponsors primarily in the Middle Market across a wide range of industries.

 We understand that people are the most vital asset to our clients. We focus on structuring M&A transactions that provide the optimal outcome in financial terms as well as from a corporate culture standpoint. We believe the greatest success is realized by aligning leadership, investment strategy, growth initiatives, and both short-term and long-term objectives.

  Our experienced deal team completes an exhaustive financial analysis to pinpoint the firm’s pre-transaction value. We perform the analysis from multiple perspectives simultaneously while incorporating the latest and most sophisticated valuation techniques, industry and market metrics, and other key data inputs.

We seek out the most effective capital structure from our diverse funding sources that include commercial banks, asset-based lenders, mezzanine lenders, family offices, venture capital groups, private equity groups, and other credit providers.

We customize our approach to each client seeking capital to expand operations, mergers & acquisitions, liquidity events, and debt restructuring. Taken together, these provide our clients with optimal solutions to even the most challenging financing situations.