We have developed outstanding strategic relationships with key investment and finance partners, to provide our clients access to an extensive range of investment banking services, helping them structure debt and equity finance solutions.

Our Differentiator

Our partners have key strengths in:

  1. Seasoned leadership with significant transactional experience
  2. Speed to market and transaction management
  3. Vast network of capital sources (single and multi-family offices, Private Equity firms and Bank/Non-bank lenders and other institutions)
  4. Industry Agnostic !

OurĀ Partner’sĀ Investment Sweet Spot

  • Middle market companies requiring capital as debt (senior secured to Unsecured), equity (Minority, Control and Growth Capital) and M&A.
  • Firms that are seeking $10M to $500M, that have EBITDA from $1M to $50M+
  • Real Estate Transactions $25M to $300M

Specific services include:

  • Corporate Mergers and Acquisition Financing (to $500 Million)
  • Energy, Resource and Commodity Finance (to $200 Million)
  • Venture Capital Financing
  • Raising debt from senior secured to unsecured facilities
  • Equity Financing
  • Joint Venture Capital
  • Large Project Financing
  • Commercial Real Estate
  • Distressed Note Acquisitions
  • Identifying appropriate and strategic capital sources from relationships, including large family offices and private equity
  • Developing and optimizing transaction and capital structures
  • Providing comprehensive transaction management, from investor introduction to the close of the transaction
  • Introducing strategic partnership relationships to our clients in conjunction with capital raise efforts