A successful placement requires engaging multiple parties in numerous discussions and due diligence, converting that interest into term sheets, and managing the process through to the transaction closing.

Whether you are seeking growth or acquisition capital, looking to recapitalize a company to achieve shareholder liquidity or a shareholder buyout, we can leverage our knowledge of the private capital raising process and provide clients with strategic guidance and tactical advice regarding capital formation, structure, timing, securities valuation, pricing, and terms.

We assist entrepreneurs in obtaining debt and equity financing from outside sources:

  • Equity Sources include: Private Equity Groups, Venture Capital Firms, Mezzanine Funds, institutional investors and high net-worth investors.
  • Debt Sources include: Commercial Banks, Asset-Based Lenders, Non- Financial Services Companies and Hedge Funds.