Strategic Capital ADVISORY and DIRECT Investment Management
Helping Growth Stage Businesses Thrive
Our Expertise
Strategic Capital Advisory
Investment Origination and Management
Strategic Capital Advisory
As your strategic capital advisor, we develop the organizational underpinnings to make your company attractive to institutional investors or business buyers. We produce institutional quality offering material, structure financing and negotiate terms and drive the fundraising process to completion. Separately, we serve as board director when our experience can bring value.
Fund Partnerships
Investment Origination and Management
Strategic Capital Advisory
We partner with debt and equity funds operating in our markets. We provide transaction origination and management services (i.e. Operating Partner), investment modeling, underwriting and due diligence services, portfolio company board representation, advisory committee membership and other forms of engagement.
Investment Origination and Management
Investment Origination and Management
Investment Origination and Management
As active participants in our markets, we identify uniquely compelling investment opportunities that we want to pursue as a direct investor. Working with a network of family offices and institutional investors, we may establish and manage single-asset investment vehicles for such investments, or, when representing a specific fund, add the investment to an existing portfolio.