Money for private companies that are growing, acquiring, or changing ownership, sourced from whichever lenders and investors offer the best fit.
Capital solves one problem and can create others. A loan sized too large constrains a company in a downturn; an investor with the wrong outlook pulls it in a different direction. The aim is money that fits the plan, on terms the business can live with.
We start with the purpose of the money and with how the company generates its cash. From there it becomes clear whether debt, equity, or a combination will serve you best, and which providers are likely to want the opportunity.
We then prepare a clear case for the company and take it to a selected group of lenders or investors at the same time. Competition between them improves price and terms, and you see every proposal set out plainly before deciding.
Those we advise include family firms taking in outside money for the first time, founder-led businesses paying for their next chapter, and owners funding a partner’s exit.
Profitable private businesses that know exactly what the new money is for.
You have a plan to expand and need funding that will not hold the business back.
You have a target in mind and need capital committed before you make an offer.
A co-owner is ready to retire or step aside, and the business needs a fair way to fund their exit.
Each type has its own price and conditions. We help you choose, then run a competitive process to secure it.
An investor takes a minority stake and puts new money into the company. You keep control, and we negotiate board seats, approval rights, and the investor’s exit timing with the same care as the valuation.
Suited to: businesses that want a backer and fresh capital while staying in charge.
A buyout fund acquires a controlling interest, while founders and managers usually keep a sizable holding. We compare firms on price, plans, and how they have backed management teams in the past.
Suited to: founders willing to hand over control for a bigger payout and a well-funded backer.
Loans and credit lines from regional and national banks, usually the cheapest money available. Approaching several banks at once improves rates and loosens conditions.
Suited to: steady businesses borrowing within comfortable limits.
Specialist debt funds will often lend more, decide sooner, and accept arrangements a bank would refuse. Every cost is shown up front, so you can decide whether that flexibility earns its price.
Suited to: companies whose plans call for more than a bank will provide.
Lending and investment lined up in parallel with a purchase, so sellers trust your bid and the closing date holds. We coordinate lenders and investors with the purchase timetable.
Suited to: buyers with one target in view, or a string of them.
Swapping out loans that have grown costly, tight, or close to their due date. We invite competing proposals and negotiate terms that suit where the company is today.
Suited to: companies that have outgrown their current loans.
Three to six months is typical from first meeting to funding. Here is how that time is spent, and when your input is needed.
Together we settle the job the money must do, the amount, and the blend of borrowing and investment your cash flow and your views on control can support.
From you: your plans, recent results, and an open discussion about ownership.
Our team drafts the forecast and a plain-spoken presentation for lenders or investors, with the obvious objections already answered.
From you: access to your finance team and records.
Hand-picked lenders or investors are approached under confidentiality. We arrange meetings, handle follow-up, and keep everyone to one schedule.
From you: time for meetings and site visits, rehearsed beforehand with us.
We line up every proposal on cost, conditions, and control, and ask the leading providers to improve before you choose.
From you: a clear steer on the trade-offs you care about.
Final checks, legal documents, and closing, coordinated with your advisers so the money arrives on time.
From you: quick responses and sign-off on the final terms.
How we work with every company raising capital.
You hear which kind of funding we would pick in your position, and the reasons.
More than one provider competing for your business.
Every proposal set out in plain terms, next to the others.
We stay involved until funds reach your account.
A loan leaves every share with you, though repayments fall due on a fixed schedule and conditions apply. Investor money never has to be repaid, yet it shrinks your stake and gives someone else a voice. We put both options into numbers for your company.
Chiefly on profits and cash generation, then on how dependable your customers are and what property or equipment can back it. We arrive at a realistic figure before anyone is approached.
A share of ownership, some say in major decisions, and a route to selling their stake in several years. The details vary widely, which is why we negotiate them as carefully as the valuation.
It is dearer than bank debt, but it often brings a bigger loan, looser terms, and a quicker answer. That trade is worth making when it lets the company do something valuable, and we put every cost on the page so you can judge.
Roughly a quarter for a simple bank facility, and four to six months for investor money or layered debt. Careful groundwork is what keeps the dates from slipping.
Up-to-date accounts, a forecast, background on customers and senior staff, and a short explanation of what the funds will achieve. We help pull this together and shore it up before it is shared.
Yes, and usually it is wise. Your current lender knows your history and will often sharpen its terms once it faces real competition.
A small preparation charge, then a completion fee once the money lands, with both set down in writing at the outset.
Drop us a line describing the business and the decision on your mind. A senior adviser will answer personally, and everything you share stays confidential.