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TARGETED EQUITY CAPITAL

We help middle market companies
raise equity capital.

If established companies need equity capital for expansion, acquisitions or management buyouts, we can source the most appropriate source of equity capital.

We typically raise $5 million
in equity capital.

Strategic investors tend to be large companies, so making small investments is not economically efficient for them.  Private equity investors are typically looking for platform investments and they want to deploy larger amounts of capital.

We maintain contact with a wide variety of equity providers.

Not all equity is the same, nor should it be. Strategic and financial buyers have different criteria and time horizons for their investments. We focus on aligning your objectives with that of the different source of capital. We do not raise capital from individuals. 

We structure deals to align business interests.

Sometimes strategic buyers will try to gain a future advantage by asking for a right of first refusal or financial investors will calculate their equity contributions to include debt which overstates their ownership. We structure deals so our clients will be able to maximize future value when it is time to exit.

Our past clients are a tribute to our success.

We invite you to talk to any of our clients – they are our primary source of referrals.