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SERVICES

Strategic Planning

Engagement with leadership to develop and implement business strategies that align with growth goals and investor expectations, from market positioning and operational alignment to capital efficiency and scenario modeling.

Capital Strategy and Structuring

Design capital stacks tailored to specific growth stage and industry through equity, debt, convertible instruments, or revenue-based finance. Management of capital raise processes, including investor packaging, outreach, term sheet negotiations, and closing support.

Mergers & Acquisitions

Buy-side and sell-side transactions. Identify targets or buyers, run valuations, manage due diligence for maximum financial and strategic benefit, acquiring to scale or preparing for an exit.

Restructurings & Turnarounds

​​Debt renegotiation, cost rationalization, working capital optimization to preserve enterprise value and rebuild investor confidence.

Project Funding

Loan size $25M and up. A security-based project funding with assets to unlock capital for projects, often in real estate, infrastructure, cleanenergy, or manufacturing. 

Asset-Based Lending 

Loan Size: $500K-$40MM+. A senior-secured revolving line of credit backed by accounts receivable and inventory.

Consumer Products (Goods) Financing

Loan Size: $500K-$40MM+. A non-dilutive growth capital solution for leading consumer brands.

Factoring (non-recourse, recourse)

Loan Size: $500K-$40MM+. Capital solution for businesses selling products on terms and in need of credit protection, collection and receivables management, and/or advances on accounts receivable and inventory. Applicable for International businesses with US Operations ​

Purchase Order Financing

Loan Size: $500K-$40MM+. Short-term inventory financing for growing or cash limited situations that have purchase orders, contracts, or firm commitments, issued by creditworthy end customers.

Equipment Financing

Loan Size: $500K-$40MM+. Capex-intensive businesses to scale operations, adding new assets, or extracting cash from existing assets, via leases and equipment finance agreements.

Construction Financing

Loan Size $1M to $20M. Loan to Value / Loan to Cost up to 75% for commercial asset types in all stages of construction including ground up or value-add projects. Available programs address assorted property types - Retail, Office, Industrial, Multi-Family and Single-Family Spec Homes, Entitled Land.

Short-Term Credit

Limited duration growth capital from $250k to $15 million. Indexed-based invested capital applicable to inventory financing , trade financing, bridge financing. This type of capital does carry risk and requires a commitment to generate returns and to manage repayments in a short timeframe.

Debt Capital

Growth-stage companies, asset-heavy developments, and middle-market transactions with a carefully structured approach, strong operating model, capital stack strategy and an exit timeline. Forms of debt capital are syndicated senior secure debt, subordinated/mezzanine capital, structured credit instruments, and asset-backed facilities.

Equity Capital

Asset sponsors, project developers can secure long-term, strategically aligned capital with customized equity placements, co-investment structures, and institutional-grade capital formation strategies.

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