Strategy & Corporate Finance

Capital, structure, and a plan you can execute.

We back operating companies with our own capital and stay hands-on: the raise, the plan, the acquisition, and the exit.

Capital raising

Equity, debt, and structured capital for growing companies. We build the story, set the terms you can grow with, and put you in front of the right investors.

Growth equity
Debt & preferred
Recapitalizations

M&A and exit planning

Whether you're selling in six months or six years, we help you build the business a buyer pays up for, then run a disciplined process when it's time.

Sell-side
Buy-side
Value readiness

Investor materials

Decks, models, and data rooms that hold up in diligence. Clear numbers, a sharp narrative, and no surprises when an investor digs in.

Pitch decks
Financial models
Data rooms

Investor relations & risk

Keep the investors you have and attract the next round. We also help you spot strategic and operational risk before it costs you value.

Cap table strategy
Board reporting
Risk review
Pit crew servicing a race car
Preparation wins the race.
Open highway toward mountains
Sailboat heeling in open water
What to expect

Finance tied to strategy.

Every recommendation connects back to where you want the business to be, not just the next round.

One plan
Your financing strategy, transactions, and capital structure all point the same direction.
Honest valuation
A grounded view of what the business is worth today and what moves the number.
The right capital
Introductions to investors and lenders who fit your size, stage, and goals.
Hands on through close
We stay with you through terms, diligence, and closing.

Planning a raise, a sale, or an acquisition?