What We Do
Capital Strategy for Independently Owned Businesses
We work with independently owned businesses navigating pivotal capital decisions. Our work falls into three core categories.

We cut through complexity to help you understand your full range of capital options.
- Refinancings & lender transitions
- Covenant relief & personal guaranty removal
- Restructuring for flexibility or growth

Owner Liquidity &
Succession
We design solutions that preserve your decision making power—not sell it off.
- Dividend recapitalizations
- Partial buyouts & generational transfers
- Partner or key executive exits

Strategic Growth
Financing
We help you execute with conviction, whether you’re refinancing, recapitalizing, or stepping into a new phase of ownership.
- Add-on acquisition capital
- Asset-based or cash-flow growth debt
- Transitional credit for new initiatives
Bottom Line
We don’t just get deals done. We help you shape a capital structure that reflects your goals, protects your equity, and sets you up for whatever’s next.