Financial Consulting

Raising capital or selling your business is the most consequential financial event in a company's life. Most owners only do it once. With 40+ years of experience and a deep bench built on both sides of the table - as founders, CFOs, investment bankers, and lenders - we put our knowledge and perspective to work for you.

Whether you need cash for working capital, to purchase equipment, consolidate higher interest MCAs and other debt, preparing for a sale, or simply weighing your options, we manage the process end to end so you can keep running your business.

What we do:

Asset-based lending – We provide traditional factoring services to help you generate cash for operations, equipment acquisition and debt consolidation.
Pre-transaction positioning - We get your financials, your story, and your operations ready to withstand scrutiny and command the best terms, well before you go to market.
Funding and transaction strategy - We develop the right approach for your goals and match the structure -debt, equity, or a sale - to maximize the asset value of your business.
Capital raise execution - We identify the right sources of capital, prepare a professional information package, and bring multiple offers to the table.
M&A support - We prepare your business for sale or acquisition and run the process so you can keep operating while we manage the deal.
Term sheet and definitive agreement negotiation - We protect your interests in the documents that matter most, where the real economics of a deal are won or lost.
Transaction execution and closing - We drive the process to the finish line and manage the diligence, details, and parties through to close.

As with every engagement, we become an extension of your finance group. We take the full-time job of managing the transaction off your plate so you can continue to operate your business.