Raising capital is the lifeblood of a business. Growing personal wealth can provide you better options in your future.

Investment Banking Services

 

Raising Capital

We can help you raise money to fund your business. For early stage firms, we have an extensive network  in the Venture Capital and Venture Banking worlds to assist your company to secure capital.  For established companies, we can help you obtain traditional bank financing

 

Financial Modeling

We can build a Financial Model for your business so that you can project your future income, and cash needs.  Our models are either a yearly budget for operating results or a 3 to 5-year projection for capital raise purposes. 

Transaction Sales

We can represent you either on the Sell side or the Buy side of a transaction. If you plan to sell your company, we can help prepare a presentation package and locate potential buyers.   If you want to acquire another entity we can find and perform a search for potential candidates. 

 

Business Plan Preparation

We can prepare a Business Plan for your company that will outline your strategic mission and outline the steps to achieve your mission.   The plan will outline how each area of your business will work together to implement the strategy.