Capital Advisory

It may not always be the right time to refinance or raise equity. Capital structure related transactions don’t always make sense to execute immediately. First, we need to understand your company's current financial and capital structure situation, as well as your short and long term capital needs.

Based on your company’s goals, we identify the most suitable funding options -- whether it’s debt financing, equity funding, or another financial solution. It’s rarely the case that there is one, and only one, feasible solution type for your capital structure and capital needs. It’s important to explore all possibilities before embarking on the journey toward attaining any specific one.

Capital partners, lenders, and investors differ & run the gamut to the same extent and same breadth as the types of capital that can be obtained. Securing optimal capital for your Company can only be done when the appropriate and fitting capital providers are worked with. We utilize our extensive and ever-growing professional networking, leveraging our deep and specialized industry focus and expertise.

Never does it behoove one to have just one option. When assessing capital it’s of the utmost importance to have multiple offers, structures, and providers at the table.

Caruso & Co. believes in hard work being the foothold towards anything worth doing. With multiple term sheets and capital providers in hand, each and every term should be negotiated on both an independent and relative basis to the maximum extent. It is only then that an absolute level of confidence of best execution can be achieved.

The last leg of a race is as important as the first. After all offers are fully negotiated, there’s still a lot to do before closing. At Caruso & Co., we keep our foot on the gas until the day of closing. We will orchestrate and captain diligence all the way through the day of close.