Everyday
Structured Equity Advisory for Companies and Funds
Our Equity Advisory practice helps established companies, growth-stage businesses, and fund managers secure the capital required to accelerate growth and advance their strategic objectives. Each mandate benefits from our extensive relationships with family offices, institutional investors, and strategic capital partners.
Our approach is driven by precision and alignment. We identify investors whose mandates, investment criteria, check sizes, and sector expertise closely match the opportunity—creating focused engagement with qualified counterparties positioned to act.
Growth Equity
Minority equity solutions for profitable and high-growth companies seeking to accelerate expansion, enter new markets, or pursue strategic acquisitions—while preserving ownership and operational control.
Venture & Seed Financing Capital advisory for early- and growth-stage companies with validated business models and compelling market potential. We connect founders with aligned family offices, angel investors, and institutional venture capital firms at an appropriate structure and valuation.
Fundraising Advisory
Capital formation advisory for emerging and established fund managers. We help general partners structure, position, and present their strategies to institutional limited partners, family offices, and qualified high-net-worth investors.
Strategic Co-Investments Targeted capital formation for individual transactions alongside lead investors. We help sponsors and operators broaden their capital base, increase transaction capacity, and pursue larger opportunities without placing undue concentration on existing investors.
Equity Recapitalizations Customized recapitalization strategies that introduce new institutional capital, create liquidity for existing shareholders, and position the business for its next stage of growth.
PIPEs & Private Placements Advisory support for private investments in public equity and Regulation D and A offerings, providing public and private companies with an efficient pathway to institutional capital outside traditional public-market issuance.
Debt Advisory
Our Debt Advisory practice helps companies and financial sponsors access institutional debt capital across the full credit spectrum—from senior secured and asset-based facilities to unitranche, mezzanine, and other structured credit solutions.
We leverage established relationships with banks, direct lenders, private credit funds, and specialty finance providers to identify the right capital partners for each transaction, helping clients secure more attractive pricing, greater structural flexibility, and stronger execution certainty than they might achieve independently.
Senior Secured Credit Facilities
Term loans and revolving facilities secured by company assets, structured through competitive lender processes to secure attractive pricing, flexible covenants, and greater certainty of execution.
Bridge Financing
Short-term capital designed to fund acquisitions, support operations, or provide liquidity ahead of a refinancing, equity raise, or other long-term financing event.
Unitranche Debt
A single facility combining senior and subordinated debt, simplifying the capital structure, accelerating execution, and providing greater financing certainty.
Asset-Based Lending
Flexible revolving facilities secured by receivables, inventory, and other eligible assets—providing scalable working capital for asset-rich businesses.
Mezzanine and Subordinated Debt
Junior capital that bridges the gap between senior debt capacity and total funding requirements while limiting equity dilution.
Recapitalizations
Strategic debt solutions designed to provide shareholder liquidity, fund growth initiatives, refinance existing obligations, or optimize the balance sheet.
Sell-Side Advisory
Our Sell-Side Advisory practice guides business owners and shareholders through every stage of a transaction—from strategic positioning and valuation through buyer outreach, negotiations, due diligence, and closing. We manage a disciplined, confidential process designed to maximize value, improve terms, and identify the most compelling strategic or financial partner.
By engaging qualified buyers through a competitive process, we create transaction momentum, strengthen negotiating leverage, and enhance certainty of close—allowing management to remain focused on the business while we drive the transaction forward.
Strategic Positioning
We define the company’s investment thesis, competitive advantages, growth opportunities, and value drivers to position the business effectively in the market.
Valuation and Transaction Strategy
We assess valuation, transaction structure, timing, and shareholder objectives to develop a tailored strategy that maximizes value and supports a successful outcome.
Marketing Materials and Preparation
We prepare compelling transaction materials, financial analyses, and data-room documentation that clearly present the opportunity and support efficient buyer evaluation.
Buyer Identification and Outreach
We identify and confidentially approach qualified strategic buyers, private equity firms, family offices, and other financial investors with the resources and strategic rationale to complete the transaction.
Competitive Sale Process
We manage a disciplined process across multiple buyers—coordinating indications of interest, management presentations, and final offers to create competitive tension and strengthen negotiating leverage.
Negotiation, Due Diligence, and Closing
We evaluate offers, negotiate valuation and key transaction terms, coordinate due diligence, and work alongside legal and financial advisors to maintain momentum and maximize certainty of close.
Fund Formation & Capital Advisory
We advise emerging and established fund managers throughout the fund-formation and capital-raising process—from initial strategy and fund design through investor readiness, market positioning, and closing support.
Working alongside legal, tax, and regulatory counsel, we help managers build credible, scalable investment platforms designed to attract institutional investors, family offices, high-net-worth individuals, and strategic partners.
Fund Strategy & Structuring
We help define the fund’s investment mandate, target size, portfolio construction, governance framework, economic terms, and capital deployment strategy.
Market Positioning
We develop a differentiated investment narrative that clearly communicates the manager’s competitive advantage, track record, sourcing capabilities, and value-creation strategy.
Investor Materials
We prepare institutional-quality pitch decks, executive summaries, financial models, due-diligence materials, and data rooms that present the opportunity clearly and credibly.
LP Capital Strategy
We develop a focused capital-formation plan based on investor fit, mandate, geography, allocation preferences, and commitment size.
Due Diligence & Closing Support
We coordinate investor inquiries, meetings, due diligence, negotiations, and closing activities to maintain momentum and improve execution certainty.
LP Capital Strategy
We develop a focused capital-formation plan based on investor fit, mandate, geography, allocation preferences, and commitment size.