Navigating capital markets can be challenging and time consuming, especially for small- to middle-market funds, independent sponsors, and family offices. Finding a financial partner that can provide the right operating flexibility for current and future needs is critical and takes experience.
Our capital markets platform offers both transactional and full-service solutions for our clients seeking to outsource some or all of their capital markets needs. We bring the expertise of a lender and the experience of private equity to create tailored solutions that make opportunities move faster and more efficiently.
Private equity clients turn to us with their most complex financing issues including integrations, turnarounds, and carveouts. With all of our engagements, the outcome for our clients is increased bandwidth to focus on new transactions and operational performance.
A partner for mature businesses that need capital solutions to expand liquidity or restructure operations, recapitalize their balance sheet, enter new markets, or finance acquisitions or dividends.
With our deep experience as both lenders and private equity operators, we drive every step of the process—from structuring and sourcing to negotiating and funding. We proactively manage underwriting and due diligence to ensure the optimal structure for our clients’ financial and operational needs.
Transaction types include:
Structures we offer include:
Often, our capital markets solutions pair with our other M&A consulting and advisory services. For example, it may mean:
The result is transactions, transitions, and transformations with more efficient access to capital.
Our partnered solutions extend our clients’ in-house resources with an outsourced capital markets arm. By outsourcing the management of debt relationships portfolio-wide, our clients keep their deal teams focused on pursuing opportunities—and their operations teams focused on creating value.
We represent the sponsor with consistency and sophistication across current portfolio holdings as well as potential acquisitions:
Regardless of the engagement we understand the business, recognize what’s needed from the standpoint of an investor, and deliver the right financing for the opportunity.
From both the buy- and sell-side of a deal, we are an outsourced capital markets solution that extends the reach of any M&A team.
Strategic events include mergers, acquisitions, divestitures, carve-outs, recapitalizations, refinancings, restructurings, and growth and performance improvement initiatives.
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Perspectives on financial data that enable informed decisions, minimize business disruption, visualize opportunities, and drive value creation.
Perspectives on operational data that enable businesses to identify areas for improvement and implement optimization strategies.
A full range of services that enable clients to position their businesses, structure acquisitions and divestitures, run targeted strategic processes, and raise capital.
Rapidly evolving with a focus on electric and autonomous vehicles, driving M&A activity in technology and sustainability.
Growth due to construction demand, sustainability concerns, and digitalization, which fuels M&A interest.
Seeing robust M&A activity driven by technology adoption, remote work trends, and a shift towards outsourcing and digital solutions.
Evolving with a focus on e-commerce, sustainability, and changing consumer preferences, leading to active M&A strategies.
Rapidly transforming due to digital streaming, content creation, and evolving consumer behaviors, fostering dynamic M&A opportunities.
Undergoing substantial changes, with a focus on telehealth, biotechnology, and healthcare IT, driving M&A activity in pursuit of innovation and improved patient care.
Evolving through automation, sustainability initiatives, and supply chain optimization, stimulating M&A transactions for efficiency and innovation.
Transitioning towards renewable energy sources, grid modernization, and sustainability, leading to active M&A activity to reshape the industry landscape.
Adapting to changing consumer preferences and e-commerce, resulting in M&A deals focused on omnichannel strategies, digitization, and supply chain optimization.
Dynamic and driven by innovation, digital transformation, and emerging tech like AI and cybersecurity, fueling continuous M&A opportunities for growth and competitiveness.
Evolving with autonomous tech, e-commerce, and sustainability, prompting M&A for efficiency and market adaptation.
Our background in operations, investment banking, private equity, and capital markets makes us indispensable in any M&A deal.