Capital Formation

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Effective and efficient capital sourcing requires a unique blend of expertise and access. We assist in securing appropriate funding of the start-up, early revenue, and growth phases of your business, or the funding of acquisitions, recapitalizations and turnarounds. Our fundamental objective is to achieve the most reasonable cost of financing while simultaneously optimizing our client's future operating and financial flexibility.

Principal activities include:
Placement of Debt: variable-rate, fixed-rate, senior, subordinated and mortgage debt instruments.
Placement of Equity: common stock, preferred stock and convertible securities.