Capital Markets & Investment Banking Services

1.

Capital Raising : Debt, Equity & Hybrid Structures

A financing plan defined before we approach investors: structure, size, use of proceeds, timing, and investor archetype.

Materials built, investor list curated, outreach run, indications of interest managed, term sheet structured, documentation negotiated with counsel, round closed. Coverage spans growth equity, family offices, private credit, mezzanine, senior debt, asset-based lending, royalty financing, and hybrid structures.

Designed For

Companies raising $10M–$500M across debt, equity, or hybrid structures. Retainer plus success fee structured to reward outcome over activity.

Capital Raising : Debt, Equity & Hybrid Structures

2.

Sell-Side M&A Advisory

The founder runs the business. We run the transaction.

Positioning, equity story, CIM, and management presentation. Quality-of-earnings prep. Buyer-universe construction across strategic, sponsor, and family-office buyers. Outreach, IOI management, meeting orchestration, and LOI negotiation. Exclusivity, diligence, and definitive-document negotiation with counsel, through close.

Designed For

Founders of $5M–$200M revenue businesses considering a sale within the next six to thirty-six months. Monthly work fee plus success fee at close.

3.

Buy-Side M&A Advisory

Acting as an extension of corporate development for serial acquirers, or transaction-by-transaction for individual deals.

Target-profile definition, proprietary deal sourcing, and outreach. Diligence across commercial, financial, legal, operational, and IT workstreams. Valuation, modeling, LOI structuring, purchase-price-allocation analysis, definitive-agreement negotiation, financing coordination, and 100-day post-close integration.

Designed For

Sponsor-backed platforms, strategic acquirers, family offices with operating mandates, and teams executing a defined acquisition. Retainer for ongoing mandates; project plus success fee per deal.

4.

Exit Readiness Assessment & Preparation

A structured ninety-to-one-hundred-eighty-day engagement for founders twelve to thirty-six months from a contemplated sale.

Diagnostic output: market-based valuation range, value drivers and detractors, quality-of-earnings preview, customer-concentration analysis with mitigation strategies, contract review for change-of-control risk, buyer-perspective management assessment, working-capital analysis, and tax-structuring review.

Designed For

Founders of $5M–$200M businesses selling in twelve to thirty-six months, or platforms preparing portfolios for exit. Fixed-fee diagnostic; preparation priced against scope.

5.

Financial Advisory & Transaction Integration

Transaction-adjacent support across positioning, deal-room construction, working-capital target setting, purchase-price adjustments, escrow and earn-out structuring, and post-close integration.

Pre-deal positioning. Deal-room construction. Working-capital target setting. Purchase-price-adjustment analysis. Escrow and earn-out structuring. Post-close integration across function consolidation, overlapping systems, employee and customer communications, and first-hundred-day KPI tracking.

Designed For

Buyers and sellers needing transaction-adjacent support, and management teams integrating completed acquisitions. Project-based or retainer.