Capital Management

  • Provide independent, unbiased advice on optimal capital structures and financing solutions in support of clients’ strategic objectives

  • Capital can be used to support organic growth, acquisitions, recapitalizations, and refinancings or to fund a dividend

  • Create a competitive environment by brokering capital from third‑party debt providers

  • Manage the entire process: create marketing materials, distribute to select capital providers, solicit multiple market-based term sheets, assist in the legal process through funding the transaction

  • Allows the client to focus on running the business while feeling confident that market terms and conditions were obtained

  • Raise third-party capital including asset-based and cash flow revolvers, senior term loans, unitranche, junior capital, and minority equity

  • Also work with private equity funds and family office’s portfolio companies