We help privately held companies raise new equity or debt capital to fund growth, finance acquisitions, or recapitalize their ownership structure. With long-standing relationships among many leading venture capital and private equity funds, we can facilitate access to capital pools best suited to the specific needs of our clients. Debt or equity financing are used for many purposes, including funding internal growth and/or acquisitions, transferring a family-owned company to the next generation, or providing partial liquidity for shareholders. An appropriate balance of equity and debt allows business owners to take advantage of short-term opportunities while maximizing long-term value.
Private capital markets today are fragmented, complex, and constantly evolving with management having to consider:
- Pre-financing valuation
- Best instrument or security
- The most economical capital provider
- Evaluating and understanding the pros and cons of different proposals