Capital Markets & Investment Banking Services

Capital Raising : Debt, Equity & Hybrid Structures

A financing plan built before we approach a single investor: structure, size, use of proceeds, timing, and investor archetype defined upfront.

Materials built. Investor list curated. Outreach run. Indications of interest managed. Term sheet structured. Documentation negotiated alongside counsel. Round closed. Coverage spans growth equity, family offices, private credit, mezzanine, senior debt, asset-based lending, royalty financing, and the full range of hybrid structures.

Designed For

Companies raising $10M–$500M across debt, equity, or hybrid structures. Retainer plus success fee structured to reward outcome over activity.

Capital Raising : Debt, Equity & Hybrid Structures

Sell-Side M&A Advisory

The founder runs the business. We run the transaction.

Positioning and equity-story development. Confidential information memorandum and management presentation. Quality-of-earnings preparation. Buyer-universe construction across strategic, sponsor, and family-office buyers. Curated outreach. Indication-of-interest management. Management-meeting orchestration. LOI negotiation. Exclusivity and diligence management. Definitive-document negotiation alongside counsel. Post-signing through close.

Designed For

Founders of $5M–$200M revenue businesses considering a sale within the next six to thirty-six months. Monthly work fee plus success fee at close.

Buy-Side M&A Advisory

Acting as an extension of the corporate development function for platforms running multiple acquisitions, or transaction-by-transaction for individual deals.

Target-profile definition. Proprietary deal sourcing. Outreach. Diligence management across commercial, financial, legal, operational, and IT workstreams. Valuation and modeling. LOI structuring. Purchase-price-allocation analysis. Definitive-agreement negotiation. Financing coordination where applicable. 100-day post-close integration support.

Designed For

Sponsor-backed platforms, strategic acquirers, family offices with operating mandates, and management teams executing a defined acquisition. Retainer for ongoing mandates; project fee plus success fee for individual transactions.

Exit Readiness Assessment & Preparation

A structured ninety-to-one-hundred-eighty-day engagement for founders twelve to thirty-six months from a contemplated sale.

Diagnostic output: market-based valuation range, value drivers, value detractors, quality-of-earnings preview, customer-concentration analysis with concrete mitigation strategies, contract review highlighting change-of-control risks, management-team assessment from a buyer’s perspective, working-capital analysis, and tax-structuring review. By the time the business goes to market, the work that buyers would have demanded in diligence and discounted in price has already been done.

Designed For

Founders of $5M–$200M revenue businesses planning a sale within twelve to thirty-six months, and sponsor-backed platforms preparing portfolio companies for exit. Fixed-fee diagnostic; phased preparation priced against scope.

Financial Advisory & Transaction Integration

Transaction-adjacent support across positioning, deal-room construction, working-capital target setting, purchase-price adjustments, escrow and earn-out structuring, and post-close integration.

Pre-deal positioning. Deal-room construction. Working-capital target setting. Purchase-price-adjustment analysis. Escrow and earn-out structuring. Post-close integration across function consolidation, overlapping systems, employee and customer communications, and first-hundred-day KPI tracking.

Designed For

Buyers and sellers needing transaction-adjacent support, and management teams integrating completed acquisitions. Project-based or retainer.