When arranging a private equity transaction, we follow a proven process that is adjusted to fit your company’s needs.

Our process begins by:

  • Determining the amount and type of capital to be raised
  • Establishing proposed terms of the financing
  • Preparing all documents from garnering initial interest through due diligence
  • Utilizing our extensive network to contact prospective investors
  • Negotiating final terms of the financing
  • Working with our client to complete the transaction