Financing can be an appropriate tool for many types of business situations. We begin by understanding each client’s specific objectives, identifying the various capital options, and explaining their advantages and disadvantages.

We have deep experience negotiating a variety of capital solutions, including:

  • Bank loans and revolvers
  • Senior secured loans
  • Asset-backed loans
  • Hybrid loan structures, such as uni-traunche facilities
  • Mezzanine and subordinated debt
  • Preferred equity

After determining the best financing solution for our client’s current situation and future goals, we then launch a competitive search process, reaching out to relevant lending sources to obtain the most advantageous terms and conditions.

Direct Investments

Backed by our family offices, we selectively invest in businesses where we have experience and can build enduring value

Corporate Development

Enabling growth through acquisitions through a comprehensive corporate development solution

Sucession Planning

We enable owners to move into retirement with the peace of mind that the next generation of leadership is equipped and in place, and business operations are secure