Equity and debt for private companies that want to grow, acquire, or change ownership, raised from the investors and lenders who suit them best.
A capital raise is spent within a few years, but its terms often last much longer. The structure, the covenants, and the partner who comes with the money all shape what the company can do next.
That is why we start with the purpose, not the amount. What is the money for? How predictable is the cash flow that will support it? How much ownership and control are the current owners willing to share? The answers point toward the right mix of equity and debt.
From there, we prepare the company to be seen at its best, approach the investors and lenders whose mandate genuinely fits, and create competition among them. You receive several offers, laid out side by side, and our honest recommendation.
We advise established private companies on growth capital, acquisition funding, recapitalizations, and refinancing, from a first outside investment to a full change in the capital structure.
Established private companies and the owners and buyers behind them.
You have a plan for expansion, new markets, or new products and need capital to carry it out.
You want to take some value out of the business, or buy out a partner, without selling the company.
You are pursuing an acquisition and need financing committed before you make your offer.
Each type of capital has its own cost, terms, and expectations. We help you choose, then we run the process.
Investment from private equity firms and family offices to fund expansion, new markets, or new products. We negotiate valuation alongside the terms that matter just as much: board seats, investor rights, and how and when the investor expects to exit.
Suited to: profitable companies with a clear plan for growth and owners who want a partner.
Term loans and revolving credit from banks, sized to the company’s cash flow. We run a competitive process so pricing, covenants, and reporting requirements are set on the best terms available.
Suited to: steady businesses that want the lowest-cost capital and can carry fixed payments.
Unitranche, second-lien, and mezzanine loans from non-bank lenders. Private credit can lend more, close faster, and accept structures a bank will not, at a higher cost that we help you weigh honestly.
Suited to: companies that need more flexibility or leverage than a bank will offer.
Debt and equity committed before an offer goes out, so a buyer can bid with confidence and close on schedule. We coordinate the financing with the acquisition itself so the two move together.
Suited to: companies and sponsors pursuing a specific acquisition or a series of them.
A new mix of debt and equity that returns cash to shareholders without a full sale. It can fund a partner buyout, reward founders, or set up the next stage of ownership.
Suited to: owners who want liquidity while keeping control of the company.
Replacing existing debt that has become expensive, restrictive, or close to maturity. We test the market across banks and private lenders and negotiate terms that give the business room to operate.
Suited to: companies whose current debt no longer fits their size or plans.
Most raises take three to six months. Here is what happens at each stage and what we will need from you.
We work through what the money is for, how much is needed, and which type of capital fits the company’s cash flow, growth, and ownership goals.
From you: your business plan, recent financials, and a frank view of how much control you are willing to share.
We build the financial model and write the materials investors and lenders will read, answering their likely questions before they ask them.
From you: access to management and records, and time to review drafts.
We approach a selected group of investors or lenders whose mandate fits the company, manage meetings, and keep the process moving to a timetable.
From you: time for investor and lender meetings, which we help you prepare.
Offers are compared side by side on cost, structure, covenants, and control. We negotiate the strongest proposals against each other before you choose.
From you: decisions on the trade-offs between price, flexibility, and control.
Diligence, legal documents, and closing. We coordinate with your counsel and accountants so the money arrives when it is needed.
From you: prompt answers during diligence and sign-off on final terms.
How we approach every capital raise.
We tell you which type of capital we think fits, and why.
Several investors or lenders, so terms are tested in the market.
Every offer laid out on cost, structure, and control.
We stay with the raise until the money is in the account.
It depends on what the money is for, how predictable your cash flow is, and how much ownership and control you are willing to share. We model the realistic options side by side so the trade-offs are plain.
Debt capacity mostly follows earnings and cash flow. Equity is sized around the plan and the valuation investors will support. We set a realistic range early, before any investor or lender conversation begins.
Not necessarily. Debt involves no ownership, and many equity raises are minority investments. Where an investor does take a stake, board seats and voting rights are negotiated as carefully as price.
More, usually by a meaningful margin. In return it can offer larger amounts, faster closing, and fewer restrictions. We show the full cost, including fees, so you can compare fairly.
A straightforward debt raise can close in around three months. Equity raises and more complex structures usually take four to six months. Good preparation is what keeps a raise on schedule.
Reliable financial reporting, a credible growth plan, a capable management team, and a clear use for the money. We help put each of these in order before outreach begins.
Yes. We often run a process that includes your existing lender alongside new ones. Competition tends to improve terms, even with a bank you already know well.
Usually a modest retainer and a success fee paid when the capital is funded. Terms are set out in a written engagement letter before work begins.
Write to us about your company and what you are considering. A senior member of our team reads every message, and nothing you share leaves our firm. There is no fee and no commitment to talk.