Managing Partner
CurrentWe represent lower middle market companies that need capital ($2 million - $100 million). Our focus, is on debt transactions (senior, sub/mezz, unitranche etc.), but we have relationships that span the capital stack including traditional equity. NICHE FOCUS ON DEBTAs a boutique financial advisory firm, we focus solely on sourcing debt capital. Whether you are refinancing / restructuring existing debt, raising debt for an acquisition or looking to leverage a growth opportunity, we utilize a simple approach, leveraging our capital provider network to achieve meaningful results for our clients.CREDIT SCREENING ALIGNS INTERESTSWe always provide market feedback upfront at little to no cost to our clients. This ensures we have clear and concise data points on potential structure, terms and pricing before starting a formal process. We readily do this work upfront and align our interests with our clients. Our fees are always based on successful outcomes for our clients.PROVEN PROCESSWe understand how critical the right capital provider is to the success of any business. We manage every aspect of your transaction including initial market feedback, composition of overview materials, online data room, selection of lenders, dissemination of information, sourcing and negotiating term sheets, due diligence and closing. We do all of this so you can focus on running your business.
