Capital Structure and Transaction Advisory

We help owners and leadership teams make better capital and transaction decisions by aligning capital structure and deal terms with the company’s long‑term strategy—not just what the market is offering today. Our focus is on transactions in the $5M to $50M range, where structure, covenants, and incentives matter as much as price.

• Assess your current capital structure and model alternative scenarios to clarify tradeoffs around leverage, dilution, flexibility, and risk.

• Design hybrid funding solutions—combining senior debt, mezzanine, and equity—to optimize cost of capital while preserving control and future optionality.

• Prepare the business and its numbers for investor and lender scrutiny, including supporting materials, forecasts, and key metrics.

• Support negotiations and execution, coordinating with banks, private credit providers, equity investors, and other advisors so structure, terms, and incentives align with your strategic objectives.

Today’s financing markets are unusually difficult, especially for middle‑market companies. Lenders and investors are more cautious, underwriting standards are tighter, and deal terms are often more restrictive than they were even a few years ago.

That means capital is still available, but it takes better preparation, clearer projections, and more thoughtful structuring to secure the right mix of funding on acceptable terms. Going into those conversations without experienced guidance can leave you over‑levered, over‑covenanted, or under‑funded in ways that are expensive and hard to unwind later.