Who We Serve

Owner-Operated & Family-Led Businesses

We started our business to help owner-operated companies level the playing field and make more informed capital planning decisions.

• Total alignment: we work to understand borrowers’ priorities and long-term goals and tailor financing solutions to support execution of their vision.

• End-to-end support: we manage the process from start to finish so management can dedicate more time and resources to growing their business.

• Post-close oversight: we provide ongoing guidance after the transaction to eliminate disruptions and stay a step ahead of future needs.

Private Equity Groups

We are a strategic partner to private equity groups, providing a dedicated debt capital markets team to optimize financing solutions.

• Increased visibility: we leverage proprietary market research to keep sponsors’ finger on the pulse and evaluate the full solution landscape.

• Turnkey execution: we utilize purpose-designed systems to streamline the debt process so sponsors can stay focused on equity activities.

• Dedicated controls: we provide company and portfolio-level controls to monitor developments and strengthen capital preservation.

$1.6 Billion

Completed Debt Financings

We’ve worked with companies across a broad range of industries.

We’ve advised on debt financings ranging from $10 – $200 million.

Business Services: Professional & Technical Services, Facility Services, Tech-Enabled Services

Industrials: Manufacturing, Chemicals, Distribution, Engineering, Paper & Packaging, Logistics & Transportation, Automotive

Consumer: Consumer Services, Food & Beverage, Health & Wellness, Retail/E-Commerce

Healthcare: Healthcare Practices & Facilities, Healthcare Services