Investment Banking

We are pleased to have the ability through established networks to provide capital sourcing services for our clients. Many have become aware in the past few years that utilizing a professional in your capital sourcing can be very beneficial for your c-suite executives, founder, partners, and staff. Finding you the right capital provider can be a very complex thing, and our team utilizes experience, data gathering, and relative analysis to provide a clear picture of what your and your potential partners expectations should be. 

Technology & Investment Banking?

We are proud to be a technology forward firm. We offer the ability for our clients to complete select investment offerings 100% online. For more information on this technology, or to have one of our representatives reach out to discuss options for your next offering, please contact us

Financing Options:

Our services include raising debt and/or equity capital for:

  • Working Capital
  • Debt consolidation and/or restructuring
  • Mezzanine Financing 
  • Equity Recapitalization
  • Acquisition Financing
  • Private Placements
  • Exit Planning
  • Real Estate Developments

Debt & Equity Financing

We utilize our network, and the abilities and network of our partners to assist our clients in their financing efforts. We are experienced in navigating the complexities of various private offerings. We can work with you to find the best capital resource for your business, and furthermore the right partner to assist in your growth as a company.  

Our Partners Include:

  • Family Offices
  • Institutions
  • Private Equity Firms
  • Venture Capital Firms
  • University Endowments
  • Insurance Companies

Please see our criteria for engagement below:

  • Industry:  We have found that we work most the best with companies that fall under the B2B category. Examples of these are, but not limited to: Construction, Manufacturing, Business Services, Medical Services, Consumer Goods, Automotive Services/Sales, Air & Space Services, Transportation Services, SAAS (B2B Only), Medical Technology, and Education Technology.  
  • Location: Southwest United States, Northeast United States, or Midwest United States.