Private Capital Raising Advisory for Businesses That Need Real Solutions
Our capital raising advisory is for privately held businesses to secure debt and equity capital from credible sources. This is not public markets or broad “spray and pray” fundraising. Every engagement is targeted, structured, and built around what actually gets done in the lower middle market.
What We Do
We raise capital for businesses that need to refinance, grow, acquire, or stabilize operations.
- Senior and subordinated debt
- Asset-based and cash flow lending
- Mezzanine capital
- Minority or majority equity
- Hybrid structures
Capital Strategy
Before approaching the market, we determine what the business can actually support. Debt capacity, equity needs, and risk tolerance are defined upfront so the process is grounded in reality, not assumptions.
Financial Positioning
We rebuild the financial story the way lenders and investors evaluate it. EBITDA is normalized, inconsistencies are addressed, and reporting is structured to hold up under diligence.
Targeted Execution
We don’t run broad processes. We go directly to capital sources that actively deploy in your size range and industry, managing conversations, terms, and structure through closing.
Where We Add Value
Most capital raises fail for the same reasons:
- Financials don’t hold up under scrutiny
- EBITDA is overstated or unclear
- The structure doesn’t align with risk
- The wrong capital sources are approached
We fix that before it becomes a problem. Maximize the equity value of your business.
Our role is to make the opportunity investable and position it in a way that gets real traction with decision-makers.
6 Point PROCESS
- Initial assessment and capital strategy
- Financial review and normalization
- Preparation of materials and positioning
- Targeted Investor outreach
- Term sheet negotiation and structuring
- Support through diligence and closing
DURATION
Typically 6–12 weeks depending on complexity
FOCUS
Private debt and equity placements
OUTCOME
Structured capital aligned with business reality