The following is a list of common consulting services that we offer to our prospective clients but is not intended to be an inclusive list of all the Advisory Investment Banking services that we offer to small and middle-market companies.

Some of the services we offer our clients are arranged through our vast network of Institutional Investors such as Private Equity Funds, Family Offices and FINRA Broker-Dealers.

Growth Capital
Diversification Capital
Acquisition Capital
Expansion Capital
Consolidation Strategy
MBO – Management Buyout
Mergers & Acquisitions
Leveraged Buyout
PIPEs (Private Investment into a Public Entity)
Debt Refinancing
Business Sale

Business Plans
Company Valuations
ESOP Structuring & Consulting
MCA – Merchant Cash Advance
Accounts Receivable Financing
Purchase Order Financing
Inventory Financing
Project Financing
Joint Venture Financing
Infrastructure Financing
Equipment Loans

Equipment Leasing
Equipment Sale-Leaseback
Sale-Leaseback of Real Estate
Asset Based Loan
Asset Securitization
Cashflow Loan
Operating or Capital Leases
Bridge Financing
Mezzanine Financing
SPAC Consulting
Public Company Consulting

Company Valuations



Introduction to Strategic Partners