Secured Debt
Senior and subordinated secured debt facilities providing lower-cost capital backed by company assets. Ideal for acquisitions, refinancing, and growth initiatives where preserving equity ownership is paramount.
Capital Solutions
Our advisors have raised over $2 billion in private placement capital for middle market companies — deploying the right capital structure at the right time to fuel growth, optimize balance sheets, and create lasting shareholder value.
Private Placement Capital Raised
Minimum Transaction Size
Maximum Transaction Size
Confidential Go-to-Market Process
From senior secured debt to majority equity, we architect the optimal capital structure for each client's specific situation, industry, and strategic objectives.
Senior and subordinated secured debt facilities providing lower-cost capital backed by company assets. Ideal for acquisitions, refinancing, and growth initiatives where preserving equity ownership is paramount.
Subordinated and mezzanine financing solutions bridging the gap between senior debt and equity. Flexible structures designed for situations where traditional bank financing falls short of capital needs.
Bespoke financing arrangements combining multiple capital layers and instruments. We engineer creative structures for complex situations including turnarounds, carve-outs, and special situations.
Strategic minority equity placements providing growth capital while allowing founders and owners to retain majority control and benefit from the expertise and network of a value-added capital partner.
Full control equity transactions connecting business owners with private equity sponsors and strategic acquirers seeking platform or add-on investments in the middle market.
Specialized financing solutions for capital equipment acquisition and modernization — enabling companies to upgrade operations and expand capacity without depleting working capital or revolving credit lines.
Capital raised through our process has been deployed across a wide range of strategic objectives — each structured to maximize value for ownership and other stakeholders.
Funding organic expansion, new market entry, geographic growth, product development, and strategic hiring initiatives.
Providing liquidity events for founders, family shareholders, and early investors while preserving operational continuity.
Optimizing existing capital structures to reduce cost of capital, extend maturities, and improve financial flexibility.
Financing add-on acquisitions, platform builds, and strategic combinations that accelerate growth and create scale.
Modernizing plant and equipment, expanding production capacity, and upgrading technology infrastructure.
Providing bridge financing and restructuring capital for companies navigating operational or financial challenges.
Our deep relationships across the capital markets community give us access to a broad universe of institutional, family, and strategic capital sources — ensuring competitive terms and the right fit for every transaction.
Single and multi-family offices providing patient, flexible capital — often with a long-term partnership orientation and minimal reporting burden compared to institutional investors.
Private credit funds, business development companies (BDCs), insurance companies, and pension funds deploying capital across the middle market debt and equity spectrum.
Operating companies and corporate development teams seeking minority or majority investments in complementary businesses — bringing both capital and strategic value.
Protecting your business, your employees, your customers, and your competitive position is our highest operational priority. Every capital raise we conduct is structured to ensure complete confidentiality throughout the process.
Before any potential capital provider receives a single document, data point, or piece of identifying information about your company, they are required to execute a legally binding Confidentiality Agreement (NDA) governed by terms that protect your interests.
Initial outreach is conducted via a blind, anonymized profile — no company name or identifying details disclosed.
All interested parties must execute a Confidentiality Agreement before receiving any company-specific information.
We control the release of all information in a structured, staged process — you decide what is shared and when.
Only highly qualified, pre-screened capital providers with demonstrated fit and capacity proceed to deeper diligence.
Every potential capital provider — regardless of their reputation or prior relationship — is required to execute a Confidentiality Agreement before receiving any company information. This is non-negotiable and applies universally to our process.
Our standard Confidentiality Agreements cover: