Capital Formation

We provide equity, debt, and mezzanine capital formation, and strategic transaction advisory services.  Specifically, we focus on enhancing enterprise and shareholder value.  Our team of enterprise and shareholder value enhancement professionals are experts in the capital markets, including in capital formation, merchant banking, strategic transactions, securities and corporate legal matters, regulatory compliance support, and tax matters.  We function as an independent outside division to our select operating company clients.


Capital Needs Analysis and Planning

We conduct budget analysis and assist in preparing valid, supportable projections with a design to access capital markets. Analysis, provide, and spearhead strategies for meeting growth hurdles such as type (equity, debt, preferred, convertible, equity-linked, etc.), amount and timing of capital infusions