Private Captial Markets
We act as a placement agent for equity and debt capital markets transactions for a select group of companies run by management teams we believe are capable of creating compelling investment returns.
Our clients are generally profitable, growing companies with at least $5 million in revenues and are seeking expansion capital. We selectively take on earlier stage companies when our due diligence indicates that these companies have the potential to penetrate a significant addressable market.
We typically structure equity placements for companies of $5 million to $20 million and debt placements of at least $10 million.
The Firm has an extensive network of established relationships with strategic buyers, private equity sponsors, hedge funds, venture capital firms, commercial banks, mezzanine and specialty lenders, and other funding sources.






