Private Capital Raising Built for Execution
Senior Debt · Unitranche · Mezzanine · Minority Equity
Tampa, Florida · Saint Petersburg, Florida · Florida’s Gulf Coast
Institutional-grade capital solutions for $10M+ revenue businesses and independent sponsors. We structure the right stack, run a targeted process, and negotiate terms that hold up through closing.
From materials and outreach to term sheet negotiation and closing, our process is built for speed, competition, and certainty. We align owners, lenders, and investors around a financeable story, a credible model, and deal terms that support value creation.
What investors & owners get
- 🏗️ Capital stack design: senior, unitranche, mezzanine, and minority equity aligned to growth and risk
- 📣 Targeted investor/lender outreach: curated lists, managed process, data room & tracking
- 📊 Investor-ready materials: CIM/teaser, integrated model, KPIs, and use-of-proceeds breakdown
- 🤝 Term sheet negotiation: pricing, covenants, dilution, board rights, and incentive alignment
- 🧪 Diligence coordination: financial, legal, and operational workstreams to keep the timeline on track
- 🧾 Closing support: confirmatory requests, closing checklist, funds flow, and post-close reporting cadence
Basic Criteria (Typical)
- 💰 Raise size: $2M–$50M (debt and/or minority equity)
- 🏦 Company profile: $10M+ revenue or $1M–$10M EBITDA; U.S.-based
- 📈 Use of proceeds: growth, acquisitions, recapitalizations, working capital, refinancing
- 📂 Financials: 3 years historicals (reviewed/audited preferred), 12–24 month forecast
- 🧱 Collateral/structure: ABL or cash-flow debt; mezzanine with warrants; minority equity
- ⏱️ Timeline: indicative terms in 3–6 weeks; closing in 8–12+ weeks depending on diligence
Ready to Raise Private Capital?
Review our capital solutions and process, or book a confidential call to align on the right structure, timeline, and investor universe.