Comprehensive Advisory Solutions for Private Markets

Private Placement Advisory

Private placement transactions require specialized expertise and deep market relationships. Our private placement advisory practice executes capital raises across the full spectrum of equity and debt instruments, developing strategies that align with growth objectives while optimizing terms and minimizing dilution.

Our Capabilities Include:

Growth Equity - Institutional growth capital for expansion, acquisitions, or strategic initiatives
Preferred Equity - Structured securities balancing investor requirements with company flexibility
Convertible Securities - Instruments providing capital while preserving upside potential
Structured Equity Solutions - Bespoke structures tailored to specific needs
PIPE Transactions - Private investments in public equity for efficient capital access
Minority Investments - Capital solutions that maintain founder and management control

Our Approach:

We leverage extensive relationships with institutional capital providers to ensure broad market coverage and competitive dynamics. Our process management expertise ensures efficient execution while maintaining confidentiality and minimizing business disruption. From initial strategy through documentation and closing, we manage every aspect of the capital raising process.

Debt Advisory

Capital structure optimization is critical to maximizing enterprise value and maintaining strategic flexibility. Our debt advisory practice provides comprehensive solutions across the credit spectrum, from growth-stage businesses to established enterprises seeking to refinance or recapitalize.

Our Services Include:

Private Credit Solutions - Access to flexible, partnership-oriented capital from private lenders
Term Loan Facilities - Senior and subordinated term debt structuring and negotiation
Asset-Based Lending - Working capital and asset-backed facilities for operational needs
Unitranche Financings - Single-lender solutions streamlining execution and management
Refinancing Advisory - Capital structure optimization to reduce cost and increase flexibility
Covenant Advisory - Negotiating terms that preserve operational flexibility

Our Value Proposition:

Deep understanding of credit markets and lender perspectives enables optimal positioning, securing favorable terms while maintaining strategic optionality. We develop comprehensive financing strategies supporting both immediate needs and long-term objectives, ensuring capital structures that enable rather than constrain growth.

M&A Advisory

Strategic transactions represent pivotal moments requiring expert guidance. Our M&A advisory practice focuses on sell-side representation, helping private company owners realize optimal value through well-executed processes. We bring disciplined execution and strategic insight to maximize value realization.

Our Expertise Encompasses:

Full Company Sales - Comprehensive processes designed to maximize value and identify optimal buyers
Partial Liquidity - Transactions providing liquidity while maintaining upside participation
Recapitalizations - Creative structures addressing multiple stakeholder objectives
Management Buyouts - Advisory for management teams acquiring businesses
Divestiture Advisory - Assisting with non-core asset or division sales
Strategic Partnerships - Structuring partnerships that accelerate growth

Transaction Excellence:

Beyond transactions, companies require objective counsel navigating complex decisions and capitalizing on opportunities. Our strategic advisory practice provides senior-level guidance on critical business issues

Our Process

Disciplined Approach. Superior Outcomes.

Strategic Assessment - Comprehensive evaluation of objectives, market position, and alternatives
Preparation & Positioning - Developing compelling investment thesis and supporting materials
Market Engagement - Targeted outreach leveraging extensive relationships
Process Management - Maintaining momentum while managing information flow
Negotiation & Structuring - Maximizing value through skilled deal-making
Execution & Closing - Coordinating all parties to ensure timely completion