Capital for growth, acquisitions and owner liquidity.
We help founder- and family-owned businesses raise the right kind of capital on the right terms — without giving up more control than they need to.

Where we help.
Growth capital
Fund new locations, equipment, service lines or hires.
Acquisition financing
Finance the purchase of a competitor or complementary business.
Recapitalisation
Take some money off the table while keeping a stake in the company’s future.
Refinancing
Restructure existing debt on better terms.
What the engagement looks like.
- 1Assess the need
Clarify how much capital, for what, and the trade-offs of each structure.
- 2Prepare materials
Financial model, lender or investor presentation and supporting data.
- 3Identify capital providers
Banks, private credit, mezzanine and equity investors suited to your size and sector.
- 4Run a competitive process
Approach several providers so terms can be compared side by side.
- 5Negotiate terms
Rate, structure, covenants, governance and control — not just the headline amount.
- 6Close the financing
Coordinate documentation and diligence through funding.
An experienced team, personally involved.
Structure matters
Debt, minority equity and hybrid structures each carry different costs and control implications. We lay them out plainly.
Competition improves terms
Several interested providers give you leverage a single bank relationship cannot.
Owner-first
We keep your goals — control, timing and your role — at the centre of every option.
Services involving securities, including capital raises, are performed by Burch & Company, Inc.
