For Middle Market Operators

Capital Aligned
to Your Transition.

We work exclusively with middle market businesses navigating ownership transitions — connecting operators with the right capital structure and the advisors to execute it. Not a broker. A partner.

Run the Calculator → Start Application
Who We Work With
Is this a fit for your business?
Middle market businesses with $5M – $250M in revenue
Recently transitioned or planning an ownership change
Seeking $2M – $250M in capital across any structure
Established operations with 2+ years of financial history
Industries: Manufacturing, Distribution, Services, Energy, Real Estate

Not sure if you qualify? Run our free Capital Calculator — it takes 3 minutes and gives you three scenario estimates before you submit anything.

Advisory Services

We Don't Just Raise Capital.
We Walk Alongside You.

Our team of proven operators provides hands-on advisory from day one — whether you're preparing for a transition, mid-process, or post-close and building toward your next phase.

01
Capital Raising & Structuring
We identify and match the right capital structure for your situation — senior debt, mezzanine, equity, or hybrid. We prepare your materials, manage the process, and advocate for your terms.
Debt Equity Sale-Leaseback Recapitalization
02
FP&A & Financial Reporting
Automated financial planning and reporting infrastructure — built for lender and investor scrutiny. From management dashboards to board-ready packages and covenant compliance tracking.
Dashboards Forecasting Covenant Tracking Automation
03
Executive Leadership Training
New ownership teams need operational infrastructure. We develop leadership capability across finance, operations, and strategy for management teams entering post-transition complexity.
Management Development Operations Strategy
04
Change Management & Enterprise Software
Ownership transitions create operational disruption. We lead structured change management and enterprise software implementation — ERP, CRM, and financial systems — with your team.
ERP Implementation Change Management Process Design
Capital Structures

Every Structure. Right for Your Stage.

We present the full capital spectrum — not just what's easiest to place. Your situation determines the structure, not our inventory.

Senior Secured Debt
Asset-backed or cash flow senior lending. Lowest cost of capital, highest coverage requirements. Best for established operators with strong EBITDA and collateral.
6.5% – 11%
Indicative Rate
Mezzanine / Hybrid
Subordinated debt with equity kicker. Fills the gap between senior capacity and total capital need. Flexible terms including PIK interest options for cash flow preservation.
10% – 15%
Indicative Rate (PIK option)
Sale-Leaseback
Monetize owned real estate or equipment while retaining operational use. Immediate liquidity without dilution — effective for CapEx-heavy operators and transition financing.
80–100%
of Asset Value
Equity / Growth Capital
Minority or control equity for growth, MBOs, or ownership transitions. Brings aligned capital partners with operational value-add alongside the investment.
20% – 35%
Target IRR for investors
Asset-Based Lending
Revolving credit against AR and inventory. Ideal for working capital cycles in distribution, manufacturing, and logistics. Scales with your business activity.
70–90%
Advance rate on eligible AR
What to Expect

The Process, Start to Close

We set clear expectations from day one. No surprises, no mystery black boxes. Here is exactly how we work with you.

Week 1
Discovery & Calculator
Run our Capital Request Calculator. Submit your intake form. Initial advisory call to assess fit, timeline, and capital structure alignment. No cost, no commitment.
Weeks 2–3
Financial Package & Scenario Analysis
Our team prepares your CIM and financial package. We run full scenario modeling across three capital structures and present findings to you before engaging any capital partners.
Weeks 3–6
Investor Matching & Term Sheet
We present your opportunity to matched, verified capital partners. Introductions facilitated only with your approval. We manage the process through LOI and term sheet.
Weeks 6–12
Diligence, Documentation & Close
Advisory team supports full due diligence process — legal, financial, and operational. We coordinate to closing and remain engaged post-close for transition advisory.
Free · No Commitment
See Your Scenarios
Before You Apply

Our Capital Request Calculator models three structures based on your financials in under 3 minutes. Get the full report emailed to you — no sales calls, no obligation.

Scenario 01 — Senior Debt: 6.5%–11%
Scenario 02 — Mezzanine: 10%–15%
Scenario 03 — Equity: 20%–35% IRR
Run the Calculator →

Ready to Start
Your Process?

Submit your intake form and an advisor will reach out within one business day to schedule an initial call — no cost, no obligation.

Start Your Application → Run the Calculator First