Capital solutions to make ideas reality   


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Source Equity and Debt Capital

Source capital for acquisitions, growth, succession planning and recapitalizations.  We will lead you through a process to ensure you are prepared, source equity or debt options, then help you refine the terms of the various offers allowing you to have confidence that you have market terms and a solution that fits you.  The number of sources has increased significantly as the industry has grown and terms for capital have become much more attractive. 


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Companies Optimizing Their Finance Strategy

Our clients are often addressing succession plans, allowing employees to buy equity, making acquisitions or taking on a minority equity investor.  Sometimes they are making the transition from a practice to a company and recognize credit as a key financial tool that the best companies deploy strategically.  They are refinancing debt with personal guarantees and other undesirable terms.