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Capital markets

Equity and debt for private companies that want to grow, buy, or rebalance, arranged with investors and lenders who suit them.

Capital that fits the company

The right raise supports the plan without boxing the business in. The wrong one can cost control, flexibility, or years of returns.

We start by understanding what the money is for and how much risk the owners are comfortable with. Then we approach the investors and lenders most likely to fit, and negotiate offers against each other.

The result should feel like a partnership the company can live with, not just a check.

What we arrange

Matched to the company’s size, stage, and cash flow.

Growth equity

A partner who invests to help the company grow, with terms negotiated around control and the owner’s role.

Private credit

Loans from non-bank lenders that can go further and move faster than a traditional bank.

Bank financing

Senior debt and credit lines on terms that leave room for the business to operate.

Acquisition funding

Money committed before an offer goes out, so a buyer can bid with confidence.

Recapitalization

A new mix of debt and equity that returns cash to owners without a full sale.

Refinancing

Replacing costly or restrictive debt with something that suits the company today.

The shape of a raise

Four phases, from first question to funded.

  1. Define

    What the money is for, how much, and the right type.

  2. Package

    A financial model and a clear story for investors.

  3. Compete

    Targeted outreach and term sheets compared side by side.

  4. Fund

    Diligence, final documents, and closing.

Companies often ask

How is growth equity different from selling to private equity?

With growth equity the investor usually takes a minority stake and the owner stays in control. In a buyout the investor takes a majority. Both can make sense, and we will show you the trade-offs in plain numbers.

When does debt make more sense than equity?

When the company has steady cash flow and the plan is fairly predictable. Debt keeps ownership intact but adds fixed payments. Equity costs more in ownership but gives room if plans change.

What exactly is a recapitalization?

A change to the mix of debt and equity in a company. Often it lets owners take some money out today while keeping a stake, with new capital from a lender or investor.

How long before the money is in the bank?

A straightforward debt raise can close in about three months. Equity and more complex structures usually take four to six. Good preparation is what shortens the timeline.

Can you work with our existing bank?

Yes. We often run a process that includes the current lender alongside new ones. Competition tends to improve terms, even with a bank you already trust.

Start with a quiet conversation

Tell us a little about the company and what is on your mind. Nothing is shared outside our team, and there is no cost or commitment to talk it through.