CAPITAL RAISING ADVISORY: FROM PLANNING TO FUNDING

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Raising debt or equity capital involves more than finding a willing lender or investor. We help you evaluate your options, compare terms, and manage the process through funding.

Every financing is different, but our process generally follows five stages.

We start with your objectives, how much capital you need, and how it will be used—for growth, acquisitions, refinancing, or partial owner liquidity. We assess what the business can support and discuss debt and equity alternatives.

The objective: Decide which financing approach fits your business and priorities.

We review financial performance, projections, and the proposed use of funds. We prepare financing materials and identify questions lenders and investors are likely to raise.

The objective: Present a credible financing opportunity supported by clear financial information.

We identify and approach lenders and equity investors whose criteria fit your business and capital needs. We manage outreach, information sharing, and initial discussions.

The objective: Reach suitable capital providers through a targeted, confidential process.

We evaluate proposals beyond the amount offered. For debt, we assess cost, repayment, collateral, guarantees, and covenants. For equity, we assess valuation, dilution, governance, and control.

The objective: Choose a capital partner and negotiate terms that support your goals.

We coordinate information requests, help resolve issues, and work with you, capital providers, and your other advisors through final documentation and funding.

The objective: Complete the financing on the agreed terms and manage any issues that arise before funding.