Capital advisory boardroom

Capital Solutions & Private Capital Advisory

Strategic capital solutions and capital raising advisory for growth, acquisitions, and recapitalizations, delivered through expert private capital advisory and flexible capital markets solutions that protect control and ownership.

Infrastructure and utilities

The Right Capital at the Right Time

Every growing business reaches a point where opportunity outpaces available capital. Traditional bank financing can be restrictive, and bringing in the wrong investor can mean losing control. Our capital solutions are designed to solve exactly that problem.

We provide private capital solutions for lower-middle and middle-market companies seeking growth capital, acquisition financing, or liquidity without forcing unnecessary dilution. As experienced advisors for capital markets and private placements, we know where to find capital and how to structure it to align with your goals.

Through deep relationships with institutional lenders, private credit funds, and private equity groups, we deliver private capital market solutions that most businesses can't access on their own, combined with disciplined negotiation that protects your interests.

Capital Solutions We Arrange

Our capital raising advisory services cover the full spectrum of debt and equity structures, customized to your business, timeline, and risk profile.

Senior Debt Placement

Traditional bank loans and asset-based financing sourced through trusted commercial lenders. As seasoned capital markets advisors, we secure competitive pricing and flexible terms aligned with your cash flow.

Growth Capital

Minority equity investments that fund expansion while preserving control. Ideal for companies that need more than debt but aren't ready for a full sale, core to our private capital solutions approach.

Mezzanine & Subordinated Debt

Flexible junior capital that bridges senior debt and equity. While pricing is higher, there is no ownership dilution, and lenders typically take a long-term partnership view.

Acquisition Financing

Complete financing structures for strategic acquisitions. We design the right mix of debt and equity so you can close transactions while maintaining balance sheet strength.

Recapitalizations

Liquidity solutions that allow founders to take chips off the table while retaining ownership and upside. We help restructure your capital stack or bring in the right partner.

Private Credit Solutions

Direct lending from private credit funds that move faster and offer more flexibility than traditional banks, ideal for complex or time-sensitive situations.

How We Raise Your Capital

A disciplined capital raising advisory process that delivers strong terms and certainty of close.

01

Understanding Your Needs

We start by understanding your business, capital requirements, and control preferences. The right capital solution depends on your specific objectives.

02

Structuring the Deal

We design a capital structure that aligns your goals with market demand, combining senior debt, mezzanine financing, or equity where appropriate. Each structure is stress-tested for real-world performance.

03

Preparing Your Story

We create institutional-quality materials including financial models, investor presentations, and diligence packages that position your business as an investable opportunity.

04

Running a Competitive Process

We engage multiple lenders and investors simultaneously. Our reputation in capital markets advisory helps create competition, driving better pricing and terms.

05

Negotiating & Closing

We manage negotiations, diligence, and closing. Issues are addressed early so capital is delivered efficiently and on terms that work for you.

Why Owners Choose First Turn

Access to Capital You Can't Find Alone. Our network of institutional lenders, private credit funds, and equity investors unlocks capital markets solutions unavailable to most businesses.

Negotiating Power. A competitive process creates leverage. We use that leverage to secure better economics, flexibility, and protections.

Experience That Protects You. With decades of transaction experience, you gain expert capital markets advisory without costly mistakes or learning curves.

First Turn Securities - Our Affiliated Broker-Dealer. Securities transactions are executed through First Turn Securities, a FINRA/SIPC-registered broker-dealer. First Turn Capital is not a broker-dealer, ensuring regulatory compliance and fiduciary integrity.

Strategic consultation meeting

When You Need Capital Solutions

Situations where our capital advisory expertise delivers the most value.

Funding Organic Growth

You have opportunities your balance sheet can't support. Our growth capital advisory accelerates expansion without unnecessary dilution.

Making an Acquisition

You've identified the right target but need financing to close. We structure acquisition capital that supports both the deal and ongoing operations.

Taking Chips Off the Table

Recapitalizations allow owners to unlock liquidity while retaining control and future upside.

Refinancing Existing Debt

If current debt is expensive or restrictive, we replace it with better-aligned capital and manage the entire refinancing process.

Frequently Asked Questions

What are capital solutions?

Capital solutions are structured financing strategies that help businesses raise debt, equity, or hybrid capital to support growth, acquisitions, or liquidity events. Unlike standard bank loans, our capital solutions are customized and may include senior debt, private credit, growth equity, or recapitalizations.

How does private capital advisory work?

Private capital advisory connects businesses with non-bank capital providers such as private credit funds, institutional lenders, and private equity investors. We manage the entire process, from structuring and preparation to outreach and negotiation, so you raise capital without sacrificing control.

Debt vs equity: what's right for my business?

Debt preserves ownership but requires predictable repayment. Equity provides flexibility but involves sharing upside. As part of our capital raising advisory, we assess both and often design hybrid structures that balance cost, risk, and control.

How long does capital raising take?

Most capital raises take 60-120 days, depending on complexity and readiness. Our structured approach and strong capital provider relationships help shorten timelines and improve certainty of close.

Do you work with private placements?

Yes. We regularly advise on private placements involving debt and equity capital. Through our capital markets advisory platform and affiliated broker-dealer, transactions are structured and executed in full regulatory compliance.

Ready to Fuel Your Growth?

Whether you need $5 million or $100 million, we can help you find the right capital on the right terms. Let's start with a confidential conversation about your situation.