Background
Strategic Funding Advisor
Firm Expertise
Practical Experience
Legendary Customer Service
Closed Deals
Testimonials
Business Funding
Acquisition Funding
Mezzanine Funding
Mezzanine Funding
Mezzanine Expertise
Mezzanine Tools
Acquisition Funding
Acquisition Funding Expertise
Advisory
Case StudiesAdvisory Services – Consulting Services
Medical Staffing Company
- Lender Management
- Restructuring Advice
Food Distribution Company
- Acquisition Search
Drumbeat Communication Systems, Inc..
- Valuation Reporting
- Strategic Planning
Road Runner Restoration, Inc.
- Valuation Reporting
- Capital Planning
Transportation Company
- Restructuring Advice
- Capital Planning
European Triathon Event Company
- Valuation Reporting
- Capital Planning
Advanced Materials Company
- Valuation Reporting
- Capital Planning
Medical Software Company
- Strategic Planning
- Capital Planning
Green Tech Manufacturer
- Strategic Planning
- Capital Planning
Life Sciences Staffing Company
- Strategic Planning
- Financial Reporting
Defense Manufacturing Company
- Lender Management
- Financial Reporting
Jet Redi Mix, Inc
- Acquisition Search
Defense
Contractor
Acquisition Search
European Business Owner
- Financial Reporting
- Acquisition Search
IT Staffing Company
- Valuation Reporting
- Financial Reporting
Engineered Products Distributor
- Acquisition Search
- Capital Planning
Australian Business Owner
- Acquisition Search
- Valuation Reporting
Design Center
Inc.
- Valuation Reporting
Lawrence
Metal Products,
Inc.
- Valuation Reporting
- Strategic Planning
Value Added Reseller
- Valuation Reporting
- Strategic Planning
Retail Company
- Strategic Planning
- Valuation Reporting
B to B Consulting Company
- Capital Planning
- Strategic Planning
Private Cable Company
- Strategic Planning
- Capital Planning
Clean Tech Company
- Valuation Reporting
- Capital Planning
Gesture Recognition Software Company
- Strategic Planning
- Capital Planning
Medical Staffing Company
- Strategic Planning
- Financial Reporting
Organic Food Manufacturer Company
- Valuation Reporting
- Financial Reporting
Brazilian Telecom Company
- Valuation Reporting
- Capital Planning
Transportation Company
- Acquisition Search
IT Staffing Company
- Valuation Reporting
Australian
Business Owner
- Acquisition Search
- Valuation Reporting
Med Spa
Company
- Acquisition Search
- Capital Planning
Business Services Company
- Valuation Reporting
- Strategic Planning
- Capital Planning
Get a Free Consultation
What We Offer
- Corporate Finance Expertise
- Vast Practical Experience
- Legendary Customer Service
Latest M&A Industry Updates!
- Current trends in Lower Middle M&A Market and Middle-market Mezzanine!
Get a Free Consultation!
- Mezzanine Funding Solutions
- Advisory Services
- End-to-end Acquisition Services
From Our Blogs
Middle market deals require velocity, as the longer the acquisition financing process stretches out, the less likely the closing. Each closing is arduous and requires […]
Some loan approvals are simple while others are a winding road. Mezzanine financing is one of the most difficult loan approvals in the credit market. […]
No two deals are alike in the middle market. This reality creates the need for bespoke mezzanine financing structuring to accommodate the unique aspects of […]
Conventional corporate finance theory suggests that equity is the primary key to driving big acquisition growth, not mezzanine financing. That equity due to its risk-return […]
Mezzanine financing creates huge scaling value with roll ups, yet it is often overlooked in the capital search. It is the ultimate roll-up play leading […]
When structuring an acquisition, the type of capital you choose can have a profound impact on long-term returns, control, and flexibility. Two of the most […]
Mezzanine financing due diligence takes serious commitment from a borrower. Lenders look at every nook and cranny imaginable to understand the business and deem it […]
Most founder-owned companies and independent sponsors are not backed by private equity funds, which makes it harder for them to mobilize acquisition financing when needed. […]
All acquirers have a need for speed. Usually, this is driven by the importance of the acquisition financing strategy itself. It can be consolidation, diversification […]
Acquisition Financing Term sheets are creative portrayals of lender interest, part-legal document and part sales presentation. Lenders use them to show their formal interest in […]