Areas of Specialization- Corporate Finance

  • Growth capital
  • Unitranche (combinations of debt and equity)
  • Recapitalizations
  • Acquisition financing
  • Restructuring of existing capital base
  • Lowest cost of capital strategies
  • Co-managed Offerings
  • Very fast and discreet
  • SEC and FINRA Compliant


  • Growth-oriented private or public companies
  • Revenues of $10 million or more
  • Profitable or unprofitable
  • Strong management team
  • Any industry
  • Deal size of $2 to $50 million
  • No Seed, Venture Capital or Start-up Transactions

Debt Financing

  • Types of Loans Arranged
    • Senior debt (asset-based with or without cash flow portion)
    • Subordinated/Mezzanine debt
    • Combination of senior and subordinated debt (as necessary)
    • Commercial and industrial real estate
    • Bridge loans
    • Equipment leasing
    • Factoring and flooring
    • Stock loans – corporate or insider holders
    • DIP Financing

Equity Investments

  • Types of Investments Arranged
    • Common Stock
    • Convertible Preferred Stock
    • Convertible Debt
    • Structured Equity Lines of Credit
    • Sales of Restricted and/or Insider Shares
    • Shareholder Liquidity Options
    • Offernings : 144A Transactions

Investors and Lenders

Global financial and strategic institutional investors, lenders, family offices and super accredited investors. We have over one thousand institutional capital sources.

Investment Banking Services

  • Mergers and Acquisitions
  • Buy Side/Sell Side Engagements
  • Joint Ventures
  • Valuation Services- Outsourced to strategic partners