Investment Banking

We are pleased to provide M&A advisory capital sourcing services to our clients. Many business leaders have become aware in the past few years that utilizing a professional in your funding and transactional process can be very beneficial to your c-suite executives, founder, partners, and staff. Finding you the right capital provider is a very complex thing, and we utilize our wealth of experience, data gathering, and relative analysis to provide a clear picture of what your and your potential partners' expectations should be. 

Technology & Investment Banking?

We are proud to be a technology forward firm, and pride ourselves on being Investment Banking 2.0. We offer the ability for our clients to complete select investment offerings 100% online, and for those that are completed a more traditional way, you will be teaming up with one of our representatives to assist you in the process from start to finish. For more information on this technology, or to have one of our representatives reach out to discuss options for your next offering, please contact us. 

Financing Options:

Our services include raising debt and/or equity capital for:

  • Buy-Side and Sell-Side M&A Transactions

  • Working Capital

  • Debt consolidation and/or restructuring

  • Mezzanine Financing

  • Equity Recapitalization

  • Acquisition Financing

  • Private Placements

  • Exit Planning

  • Real Estate Developments

Debt & Equity Financing

We utilize our network, and that of our partners to assist our clients in their financing efforts. We are experienced in navigating the complexities of various private offerings. We can work with you to find the best capital resource for your business, and furthermore the right partner to assist in your growth as a company.  

Our Partners Include:

  • Family Offices

  • Institutions

  • Private Equity Firms

  • Venture Capital Firms

  • University Endowments

  • Insurance Companies

Please see our criteria for engagement below:

  • Check Size: $5M - $300M (capital raise specific)

  • Industry: Examples of industries we target are, but not limited to: Construction, Manufacturing, Business Services, Medical Services, Consumer Goods (CPG), Automotive Services/Sales, Air & Space Services, Transportation Services, SAAS (B2B Only), Medical Technology, Education Technology, Hospitality, Real Estate, and Energy.

  • Location: Worldwide