When raising capital to grow your business or consummate an ownership transition, the experience of a skilled professional team makes all the difference. We provide advice on capital formation and assist our clients to understand the fundamental requirements of raising capital. We develop realistic strategies to assist our clients in defining their optimal capital structure; i.e., the balance between debt and equity. We source debt, mezzanine and equity capital for our clients from multiple sources.


Companies face many situations where the need for capital cannot be satisfied by their banks, and they must look for alternatives. There are many situations that may trigger the need for capital, including growth, ownership transition and liquidity, and the need or desire to replace existing debt and/or equity participants.