It is our mission to ensure that your company is paired with the most appropriate capital source for your particular needs and that you obtain the best possible terms. Our knowledge and experience provides us with a unique ability to quickly and discreetly identify the correct financial partners for our corporate clients, be it an appropriate lender, institutional investor, or strategic partner. This provides faster closing times, preserves the confidentiality of the transaction, and maximizes shareholder value.

We specialize in assisting companies in meeting their goals in a timely and cost-effective manner.

Each of our client companies is always represented and serviced directly by one of our highly experienced managing principals of our firm.

After working successfully in the debt capital markets for over 25 years, we are well connected to the lending community and we are very familiar with the underwriting criteria of most financial institutions including commercial banks, private debt funds, and other non-traditional lenders. This enables us to provide creative alternatives to high-yield debt, CLOs, or other traditional debt financings.

From a private equity standpoint, we have established relationships with over 300 private equity firms, family offices, and mezzanine funds, to tailor a company’s non-control equity raise to meet its specific goals regarding: valuation and dilution, the industry expertise of the prospective institutional investor, an optimized capital structure, and operational protections.

Whether the financing involves equity, debt, or a combination thereof, for all of our client companies, we utilize a proprietary, bespoke process that does not involve a mass auction, but rather specifically targets a limited number of the most well-suited capital sources, to achieve a client company’s goals.

We operate on a “success fee” basis – so our interests are completely aligned with those of our client companies.