Background
Firm Expertise
Practical Experience
Legendary Customer Service
Client Listing
Testimonials
Business Funding
Acquisition Funding
Mezzanine Funding
Advisory
Mezzanine Funding
Mezzanine Expertise
Mezzanine Tools
Acquisition Funding
Acquisition Funding Expertise
Acquisition Funding Tools
Case StudiesStrategic Funding Advisor
What is a Strategic Funding Advisor
A trusted advisor, a strategic sounding board, and long-term ally. Someone who- Does not just raise capital – but helps you think more clearly about how to raise it, aligning structure, timing, and investor fit with your long-term goal.
- Will partner with you not only to understand the financial mechanics of growth but also work with the leadership team as a true champion for the company over the long term, rather than as a transactional intermediary.
- Fully immerses themselves in your business model, operations, and strategy, and then translates that into a compelling, bankable investment narrative.
- Who distinguishes themselves by demonstrating a deep understanding of both your mission and complexity - bridging financial structuring with strategic vision.
- Sees your capital need not as a transaction but as a translation of belief into structure creating alignment that endures.
- Produces high-quality materials, communicates the company’s potential, and maintains investor confidence across multiple market cycles.
- Has a mindset that matches perfectly with your own philosophy of building enduring, mission-driven partnerships.
- Will always help you with your financing needs whenever you need it.
- Is integral not only to financing success but to strategic positioning.
- Combines deep financial expertise with a genuine care for the outcome — not just for the transaction, but for the people and purpose behind it.
Get a Free Consultation
Our Strategic Funding Advice Includes Educating Clients on:
- Various types of financial structures available
- Credit structuring statistics and sizing requirements.
- Organizational foundational readiness for the process.
- Development of compelling, lender-grabbing growth stories.
- Deal weaknesses and ways to overcome them.
We become your in-house capital raising team and bring higher level strategic perspective to your long-term planning. We become your long-term, trusted advisor for all capital needs and deliver:
- A well balanced and strong financial structure supportive of your growth.
- Continuous access to acquisition and growth capital.
- Greater understanding of growth financing strategies.
- Big increases in your business size and equity value.
We know exactly what a lender is looking for in your company and bring this awareness to you on the front end of the process.
We provide a wide spectrum of advice to clients as to the structure, acquisition valuation, acquisition cadence, and organizational readiness.
What We Offer
- Corporate Finance Expertise
- Vast Practical Experience
- Legendary Customer Service
Latest M&A Industry Updates!
- Current trends in Lower Middle M&A Market and Middle-market Mezzanine!
Get a Free Consultation!
- Mezzanine Funding Solutions
- Advisory Services
- End-to-end Acquisition Services
From Our Blogs
The distressed company buyer tends to be overconfident as to their plan and underprepared as to their acquisition financing. There are many hidden costs within […]
Understanding the cost of acquisition financing leads to misguided comparisons and ill-informed views. Deal world participants are so focused on the nominal cost of interest; […]
Niche industries are everywhere and present a conundrum for acquisition financing providers. Each lender has their own set deal criteria that governs the types of […]
Roll up strategies need copious levels of acquisition financing, yet capital requirements do not end there. Rapidly scaling companies create capital needs far beyond the […]
First time users of acquisition financing often wade into the deep end with little focus on debt capacity. Debt capacity analysis is the foundation of […]
Working capital is the cog in the flywheel of daily business activity, converting orders into sales. While vital, it is underemphasized with most acquisition financing […]
Acquisition financing approval creates fist-pumping joy for most acquirers, who have worked hard to gain the confidence of the acquisition financing lender. Borrowers, due to […]
Technical finance vocabulary tends to confuse and conflate terms that should be clearly understood. Acquisition financing and leveraged buyouts are two such terms. They both […]
In acquisitions, deal structure is destiny and yet too many investment bankers underwhelm in structuring between mezzanine debt and minority equity. Investment bankers often overuse […]
Mezzanine debt is a strong choice for first time buyers due to its balanced and patient approach. As a hybrid type security, it embeds equity-like […]