Capital Formation & Financing Strategies

Through our long and successful history in capitalization transactions, we have developed a significant network of angel investors, private equity and venture capital funds, institutional investors and lenders. In addition, we often partner with other investment banking professionals to expand this network and expertise.

Our capitalization services extend far beyond simply matching companies with sources of capital. Through proper structuring, we work to ensure that clients achieve as much value and control as desired. It is critical to match the right types and amounts of capital in a company, relative to its strategic and business plans and life-cycle stage.

This is where our consultative investment banking approach sets us apart from others in the industry.


  • Strategic planning/business plans
  • Financial modeling/forecasting
  • Evaluating types and amounts of needed capital
  • Identifying sources of debt and equity capital
  • Assisting with negotiations and closings
  • Preparing companies and owners for capitalization
  • Working with networks of key advisors
  • Providing tax and accounting analysis and planning
Client Portal Login
Forgot password?