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Strategy & Capital Solutions

Relationship-driven results

Built on trust

Earned over decades

Schedule an Appointment

Strategy & Capital Solutions

Relationship-driven results

Built on trust

Earned over decades

Schedule an Appointment

Background

Our experience over decades spent in finance and technology are now shared to help others. Our ramp up process is designed to empower your company with the tools needed to succeed. We work behind the scenes, making our clients and their goals the priority. We offer guidance, innovative thinking and recommendations to financial institutions, financial sponsors, fintech, biotech, blockchain and traditional technology companies. Expanding business lines, increasing profitability, adding distribution channels or creating entirely new financial products and services. We have executed transactions and services across the financial and technology landscape. Talk to us today about how we can support your investor needs through partnership, distribution, limiting turnover and fund your growth with stable capital channels.

Our approach

Relationships are key in capital markets. When it comes to client consulting selection, we’re discerning. We want to give you the time and guidance you deserve. Whether you’re seeking fintech consulting for new strategic partners, new investors or delivery of a new investment product, contact us today. Together we’ll create and refine your plan for funding success. Our service includes a comprehensive consult to help identify gaps and opportunities, a comprehensive report that includes a project plan with timelines and milestones, a cost analysis, and a schedule. That’s how we work for your success.

Why us?

We track and analyze cutting edge private-label banking offerings and fintech solutions for bank & non-bank companies. In addition, we analyze and present emerging fintech and biotech asset classes to institutional investors. Whether you are an entrepreneurial start-up, new hedge fund, a Fortune 500 company or international banking entity, we can help. Over the years, our strategic focus on a handful of high-growth companies, institutional investors and specialized lenders has resulted in deeply embedded impactful relationships. We provide expertise in innovative and unconventional ways for your company's success.

Frequently Asked Questions

What is capital advisory?

Our capital advisory provides guidance and assistance to companies and institutional investors in regards to raising capital and deploying capital into alternative investments. Strategy for identifying and evaluating potential sources of capital, whether debt or equity and negotiating terms with lenders or investors.

Different industries at different stages of their development, from start-ups seeking seed funding to established businesses looking to expand or restructure their capital base.

Capital advisory services can be particularly useful for businesses seeking to raise capital in challenging economic conditions or for those that may not have the in-house expertise or resources to navigate the complex process of capital raising.

What are alternative investments?

Alternative investments require experienced investors or those with a higher risk tolerance. Alternative investments can also carry higher fees and costs compared to traditional investments, as they may require specialized expertise or have more complex structures.

Investors may choose to include alternative investments in their portfolios for a variety of reasons, including the potential to diversify risk, generate higher returns, or access investments that may not be available through traditional channels.

Disclosure: alternative nvestments are speculative and illiquid. Investors risk total loss of capital

What are capital solutions?

Capital solutions refer to the various financial instruments and strategies that companies use to raise capital and finance their operations. Capital solutions can include a wide range of options, such as debt financing, equity financing, and alternative financing.

Debt financing refers to the use of loans, bonds, or other forms of debt to raise capital. This type of financing involves borrowing money that must be repaid with interest.

Equity financing refers to the sale of ownership stakes in a company in exchange for capital. This can include the sale of stock to investors or the issuance of new shares of stock.

Alternative financing refers to financing options that fall outside of the traditional debt and equity markets. This can include crowdfunding, peer-to-peer (P2P) lending, and other types of financing that are not typically offered by banks or other traditional financial institutions.

Capital solutions can be used by companies of all sizes, including small and medium-sized businesses (SMBs). SMBs may use capital solutions to finance expansion, pay off existing debt, or for other purposes. It is important for companies to carefully consider the various capital solutions available and choose the option that is most appropriate for their needs and goals.

Strategy & Capital Solutions