Get the Funding You Need!
Independent Investment Banking that Enables You to Succeed
PLAN & PREPARE
Examine your current business first. Determine your goals, strengths and weaknesses.
EQUITY INVESTORS
Source equity investors who embrace your vision for your business. Angels, venture funds, private equity or corporate – select the right partner for you. We are licensed to raise equity through a broker-dealer that is a member of FINRA and registered with the SEC.*
DEBT FINANCING
Find debt funding sources that match your company. Avoid round pegs & square holes. Fit is the first issue.
EQUITY FUNDING
Equity investors need to be selected carefully because they are true partners in your business. You need to understand the phase of development of your business and to seek out investors interested in companies like yours. The sector in which your business operates is another key factor. Think longer term — will this partner be able to stay with you as you grow or change? Will you need the investor’s help to raise another round? Most importantly, you need to find the best fit between your vision and the appetites of the investor.
We source equity from many kinds of investors:
- Private investors
- Venture capital funds
- Private equity funds
- Hedge funds
- Corporate investors
- Strategic investors
We use many forms of equity financing to get the job done for you.
We are licensed to raise equity through a broker-dealer that is a member of FINRA and registered with the SEC.*
We are licensed to raise equity through a broker-dealer that is a member of FINRA and registered with the SEC.*
- Common stock
- Preferred stock
- Convertible debentures
- Warrants and Options
- Mezzanine financing
- SAFE notes
DEBT FINANCING METHODS
Sources of capital use a diverse set of tools to provide the capital you need.
Structuring the right kind of financing requires that you understand your business and your source of capital as well. Sources differ in what structures they use. Many times, the solutions comes from more than one source of capital and from more than one financial structure. You need to understand how the difference sources of capital can be combined to best serve your needs.
- Cash advances
- Merchant cash advances (MCA)
- Accounts receivable (AR)
- Invoice factoring
- Inventory financing
- Purchase order financing
- Supply chain financing
- Term loans
- Revolving credit lines
- Specialty financings
- Asset based loans (ABL)
- Real estate loans
- Hard money loans
- Bridge loans
- Equipment financing
- Equipment leases
- Leases
- IP finance
- Small business loans (SBA)
- Working capital loans
- Acquisition financing
- Tax-Exempt for Nonprofits
- Tax Exempt for Manufacturing
- More, more…
MOST BUSINESSES & INDUSTRIES QUALIFY
No matter what you do, there are sources of capital that are looking for your kind of business.
From the Rust Belt to the Oil Patch, sources of capital are ready to support your business. All business types can be supported — retailers & wholesalers, manufacturers & distributors, importers & exporters — there are sources of capital that like what you do.
- Retail stores
- Gas stations
- Service businesses
- Staffing and temporary help
- Manufacturing
- Import export
- Construction
- Automotive
- Transportation
- Aviation
- Rental companies
- Real estate
- Bridges
- Government contracts
- Medical
- Technology
- Recurring revenue
- Nonprofits
- More, more…
SEASONED PROS
OUR CONSULTANTS HAVE BEEN EVERYWHERE – RETAIL TO WALL STREET
Our professional staff includes MBAs, financial analysts, and experienced business operators. We understand business and will learn about your business very quickly.
OTHER CONSULTING SERVICES PROVIDED
- BUSINESS RESTRUCTURING
- STAND-IN C-LEVEL EXECUTIVES
- STRATEGIC PLANNING
- BUSINESS DEVELOPMENT
- FINANCIAL OPERATIONS
Our team can help your company in many ways from managing through a crisis to developing a long term plan. We can be hired by your company, by its lenders or by its investors. Our staff and our affiliated network of professionals serve as highly skilled and experienced managers who are independent and ready to pitch in.