From financial assessment to capital readiness.
We assess the financial position, identify the right capital options, and prepare the company for the conversation -- whether that is a raise, a refinancing, or an ownership transition.
Four phases. A clear picture at each one.
Finance and capital engagements move through four phases. The output of each phase is a decision -- not a recommendation to keep studying the problem.
Financial position assessment
We review the balance sheet, income statement, cash flow, and debt structure. We identify the actual financial constraints -- not the ones the company thinks it has. This assessment produces a clear picture of where the business stands relative to the capital options available to it.
Capital options analysis
We map the available capital options against the company's profile -- debt, equity, mezzanine, asset-based lending, government programs, and strategic alternatives. Each option is evaluated on cost, dilution, timeline, and fit with the company's operating model. We present a ranked recommendation, not a list of possibilities.
Preparation and positioning
We prepare the company for the capital conversation. This includes financial model cleanup, narrative development, data room organization, and pre-meeting preparation for lender or investor discussions. We do not send a company into a capital conversation unprepared.
Transaction support and close
We support the transaction through to close -- managing the process, responding to diligence requests, and keeping the timeline on track. After close, we deliver a full documentation package and a transition brief so the company can manage the new capital structure independently.
A clear path to capital. Not another report.
The engagement is designed to produce a closed transaction or a clear decision -- not a financial model that sits in a folder.
- Independent financial position assessment
- Ranked capital options with cost and fit analysis
- Prepared financial model and data room
- Partner-led lender and investor introductions
- Transaction support through to close
Companies at a capital inflection point.
This engagement is designed for mid-market companies that need senior financial judgment -- not a junior analyst running models -- at a moment when the capital decision actually matters.
- Companies planning a growth capital raise or acquisition
- Owner-operators preparing for a partial or full exit
- Businesses with debt structures that need to be refinanced or restructured
Tell us where the capital constraint is. We will tell you if we can remove it.
A partner reads every submission and responds within one business day.
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