Capital Formation Advisory

Providing innovative solutions for financing at any stage.

We help middle-market clients secure the right source of capital for their next move, whether that’s expansion capital, financing for management buyout, or a special situation.

Companies seeking capital to complete an acquisition, recapitalize, create liquidity for owners, or fund growth turn to us to:

  • Raise the appropriate forms of capital to meet the company’s needs.
  • Gain access to an extensive network of lenders, private equity groups, and investors.
  • Design the most effective capital structure using the lowest cost of capital.
  • Bring financial partners to the table that will complement the company’s management team.
  • Manage the entire process from initial due diligence through closing.

We maintain a proprietary database of traditional and alternative lenders, enabling us to identify the most appropriate financial structures and financing sources for a company’s needs. Acting as an extension of your financial or business development team, we draw upon our long-standing relationships so our clients can get the right money at the right time on the right terms.

Recent Transactions | Capital Formation Advisory Services