Our process begins with developing an investment strategy and looking at the whole enterprise, prioritizing deals and deal structures that achieve the macro goals of the business – examples include generating jobs in the local community or preserving cash. We then execute a full-service strategy: sourcing, due diligence, structuring, raising necessary capital, and closing. We can also help on the back end, assisting in post-merger integration or investment monitoring as applicable.

Whether it is to fund a growth strategy, fund working capital, or restructure your business, we raise all varieties of capital that are the most efficient for your current plan or situation. We take an owner-mind approach, thinking in your shoes and ensuring we are raising the capital that we would want, if we were running the business. We bring a variety of traditional capital sources, as well as many non-traditional lending and equity vehicles to expand your and your business’s options.

From formulating a new business development and organic growth plan, to helping you execute on yours, our primary goal is to always maximize the outcome you are trying to achieve. From helping to staff your business with the right sales people, tapping our networks to bring you new opportunities, or looking at new verticals or solutions, we take an owner’s approach and look to create value for you and your business wherever we can.