Growth Capital
Capital for expansion, new markets, capacity, strategic initiatives and accelerated growth.
Capital Raising
Capital strategies for growth, transactions and transformative opportunities.
CFM advises established businesses and entrepreneurs on raising debt, equity and strategic capital to support growth, acquisitions, recapitalizations and other significant corporate objectives.
Capital for significant business objectives.
The appropriate source and structure of capital depends on the business, transaction, objective and existing capital structure. CFM helps clients evaluate the alternatives and pursue an appropriate financing strategy.
Acquisition Capital
Debt, equity or structured capital supporting business acquisitions and strategic transactions.
Equity Capital
Equity financing for established businesses and compelling growth opportunities where additional ownership capital is appropriate.
Private Credit & Structured Debt
Alternative debt solutions when conventional senior financing alone does not meet the requirement.
Recapitalizations & Shareholder Liquidity
Capital structures supporting ownership changes, partial liquidity, shareholder buyouts and balance-sheet repositioning.
Strategic Capital
Capital from investors or strategic partners where funding may be combined with industry expertise, relationships or other strategic value.
Capital is more than a source of funds.
The right capital strategy considers not only how much capital is required, but also its cost, structure, flexibility, dilution, repayment obligations and impact on ownership and future strategic options.
CFM helps clients assess the requirement, determine an appropriate capital strategy, prepare and position the opportunity, identify potential capital sources and manage the process toward execution.
Capital Structure
Evaluate debt, equity and hybrid alternatives in the context of the company's objectives.
Investor & Capital-Source Strategy
Identify appropriate lenders, private credit providers, investors, family offices, strategic capital and other potential sources.
Transaction Positioning
Help articulate the opportunity, financial requirements and investment rationale to prospective capital providers.
Senior-Level Execution
Direct senior involvement from initial strategy through capital-provider discussions and execution.
Representative Capital Raising Experience
Public Markets / Cannabis
Pre-Public Equity Financing
Equity financing completed in advance of a public-market transaction.
Agricultural Technology
Growth Capital
Capital raising support for the expansion of an established modular agriculture business.
Capital Pool Company (CPC)
Capital Markets
IPO capital raise and completed Qualifying Transaction.
Clients and situations we are built to support.
CFM works with established businesses, owners, entrepreneurs, acquisition buyers, management teams and professional advisors pursuing significant capital requirements.
- Established Businesses
- Business Owners
- Entrepreneurs
- Acquisition Buyers
- Management Teams
- Professional Advisors
A capital resource for your clients.
CFM works alongside accountants, lawyers, bankers and other trusted advisors when clients require capital for growth, acquisitions, ownership changes or other significant corporate objectives.
You do not need to determine the capital structure before making an introduction.
Bring us the situation. We'll help assess the appropriate path.
Considering a significant capital requirement?
Tell us about the business, opportunity and objective. We'll help assess the appropriate capital strategy and path forward.
Confidential inquiries welcome.