Your Goals

We develop and implement the financing solutions to achieve your goals

We have the financial, analytic, marketing and negotiating skills to advise and connect you to investors who can help you meet your business goals. Whether you’re seeking to expand, refinance, or transition, we'll be with you from start to finish.


You may need to raise additional capital if you’re considering:

  • Adding to your staff
  • Launching a new product
  • Expanding a facility
  • Exporting to buyers outside the U.S.
  • Fueling rapid growth

Finding a good match can be challenging because most growth capital investors are specialized. They focus on investments of a certain size, industry, or geographic location. They may prefer to use debt, equity, or both.

We can help you connect with the right investors, structure the transaction, and close the financing so that you can take your business to the next level.


You may have financed your business at a time when beneficial financing rates and structure were not available. If your business has grown and improved since then, you’re understandably looking for better financial terms.

Or, if your business has hit a bump and your investors – either debt or equity – are making the situation difficult, replacing them with friendlier financing partners would be preferable.

We can help you explore and understand the financing options, connect with interested investors, and structure and close the refinancing you need to put your company on a better track.


You may have reached a point in your business where you’re ready to sell ownership. You may want to begin executing a retirement plan, launch your newest venture, or just relax. In each case, you want an ownership transition transaction at a value that compensates you fairly for the effort and expertise you’ve devoted to your company.

Or, you may want to continue managing your business but share ownership. Finding the right investor to share ownership and, potentially, management control is tricky. The right investor must provide the capital, drive and expertise to run your business, as well as the ability to work productively with you and your team.

We help you structure and assemble the multiple pieces of a successful transition while also taking advantage of market conditions that bring you the best value.

We want to work with you.

Preparation is key to a successful transaction. It can increase value or improve terms, and may last up to a year. We typically work with companies with the following characteristics:
  • Cash flow (EBITDA) greater than $1 million in the past 12 months,
  • Revenues over $5 million,
  • Business in the consumer, healthcare, manufacturing, or business services sectors, and
  • Capital need of $3 million or more.

But, even if your company doesn’t quite fit these parameters, we will help you prepare to raise capital or transition ownership.