Our Unique Advantage
CAPITAL & COMPLIANCE
We have the expertise and regulatory ability to work with corporate sellers, buyers, and companies raising capital, both debt and equity. Our securities activities are fully compliant with FINRA and SEC regulations, which ensures the validity of each transaction.
TECHNOLOGY
Our extensive relationship-driven Investor Management System provides a ready source of potential capital sources for your transaction, making it possible to quickly identify the optimal pool of capital available in the market.
COST
Our compensation structure is simply based upon definable milestones.
FOCUS
- Industry: Light Industrial, Business Service, and Healthcare
- Cash Flow: Positive EBITDA, preferably above $2 million
- Purpose: Company Sale, Recapitalization, Growth Financing
- Size: Capital need of $5 million or greater
What Are Your Goals?
TRANSITION
If you’re ready to sell or share ownership of your business, we can match you with the right investors and help you structure a successful transition.
EXPAND
If you’re looking for additional capital to fuel your growing business, we will bring you the right investors and the right financing.
REFINANCE
If you’re looking for better financing terms or friendlier financing partners, we will explore the options with you, bring you interested investors, and execute a beneficial refinancing.
OUR MISSION
To provide top-tier investment banking services to middle market companies and the entrepreneurs that lead them, facilitating financial transactions structured to promote growth.
We maximize the ease, speed and cost-effectiveness of raising debt and equity capital or transitioning ownership.
What We Offer
OUR ADVANTAGES
Transactional Experience, Broad and deep network, Creative structuring skills.
OUR COMMITMENT
We provide top-tier investment banking execution, often unavailable to mid-size companies.
OUR REPUTATION
Our Founder, Brooks Crankshaw, brings more than 30 years of investment banking expertise to middle market clients.