Premier provider of private structured equity solutions

We provide equity solutions for our clients to minimize dilution while delivering the right equity partner for long-term growth. We customize our approach for each situation, leveraging our distinct combination of industry knowledge and expertise in the structuring and equity capital markets to run an effective process that delivers the most favorable terms available in the market.

To execute for our clients, we leverage our long, successful track record of providing innovative structural solutions to complex situations. We work with both private and public companies to privately market and negotiate equity and equity-linked financings for a wide variety of uses, including acquisitions, growth capital, minority-to-majority transactions, shareholder liquidity, and special situations.

We believe that, in addition to our structuring capabilities, we also differentiate ourselves by our extensive investor network. We have deep relationships with a wide variety of investor groups, including structured equity funds, private equity funds, family offices, special situation funds, insurance companies, endowment funds, pension funds, sovereign wealth funds, infrastructure funds, and strategic investors. These relationships provide our clients with valuable market intelligence and distinct access to large pools of private equity capital.

Private Structured Equity Solutions Contact

Heather Smith
Managing Director



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