Our Approach
We don’t just source capital – we source the right capital.
Everybody’s money is green, or so the saying goes. But if you engage with the wrong capital partner your future may be in jeopardy. We help clients evaluate a range of funding options, offer advice on the best alternative, and execute the financing alongside the client. We bring true senior-level attention from start to finish and deliver the best deal for our clients.
We work closely with clients to determine their future funding needs and optimal capital structures. We then leverage our experience and a broad network to source new capital or negotiate terms on existing facilities.
Capital Solutions
First lien / Senior Secured Loans
Second / Split-lien Facilities
Mezzanine Debt
Unitranche Facilities
Asset-Based Loans (ABLs)
Structured Equity
Minority Equity
Typical Reasons our Clients Seek Capital
Expansion Capital
Balance Sheet Recapitalization
Refinancing
Unitranche Facilities
Shareholder Liquidity
Our Services
Business Plan Assessment
Stakeholder Assessment
Capital Structure Optimization
Enterprise Valuation
Capital Sourcing
Our Solutions
Selling a Company
Make sure you are calling the shots.
You spent a lifetime building your business. We help our clients achieve their best transaction outcome on their terms while preserving the legacy they have built.
Buying a Company
Leave no stone unturned.
The right acquisition can propel a company forward, while the wrong one can be disastrous. With our broad network and industry know-how, we assist clients in identifying companies that fit their acquisition strategy and can take their business to the next level.
Special Situations
Transform adversity into rebirth.
Setbacks happen, and it’s what you do next that makes all the difference. We work quickly to engage with lenders and find solutions, whether it be renegotiating existing debt terms, sourcing new equity or debt capital, or advising our client through an in or out of court-led restructuring or 363 sale.
Capital Raising
Source the capital to achieve your business plan.
Let’s make your vision a reality. Whether our clients are seeking capital to grow their business, refinance existing obligations, or take a few chips off the table, we have them covered.