Accountants & CPAs
Clients may require financing for acquisitions, expansion, commercial real estate, shareholder transactions or other significant business objectives.
Professional Advisors
A trusted capital and transaction resource for your clients.
CFM works alongside accountants, lawyers, bankers and other professional advisors when their clients encounter significant financing, capital or transaction requirements.
You don't need to determine the financing product or transaction structure before making an introduction. Bring us the situation. We'll help determine the appropriate path.
Professional Referral Partners
Working alongside the advisors clients already trust.
Significant financing and business transactions frequently involve several professional disciplines. CFM is designed to work collaboratively with the client's existing advisory team.
Corporate & Commercial Lawyers
Financing and transaction requirements often emerge during acquisitions, business sales, shareholder changes, restructurings and commercial real estate transactions.
Bankers & Commercial Lenders
When a transaction falls outside a lender's mandate, requires additional capital or involves a broader transaction strategy, CFM can help evaluate alternative paths.
Commercial Real Estate Professionals
Acquisitions, development projects and refinancing requirements frequently benefit from financing strategy being considered early in the transaction.
Wealth & Other Trusted Advisors
Business owners, entrepreneurs, investors and high-net-worth clients may encounter financing or transaction requirements that intersect with their broader business and personal financial circumstances.
Client Situations
Bring us the situation.
You do not need to determine which CFM service or capital source is appropriate before making an introduction.
Financing a Business Acquisition
A client is buying a company and needs to determine how the transaction can be financed.
Commercial Real Estate
A client is acquiring, developing, refinancing or restructuring a significant commercial real estate asset.
Selling or Transitioning a Business
A business owner is considering a sale, succession, shareholder transition or other strategic transaction.
Raising Capital
A company requires debt, private credit, equity or strategic capital for growth, acquisitions or another significant objective.
Business Financing
A company requires financing for expansion, equipment, working capital, refinancing or recapitalization.
Complex Private Financing
A business owner, entrepreneur, investor or high-net-worth client has a significant personal financing requirement that does not fit neatly within conventional underwriting.
You don't need to diagnose the financing or transaction requirement before making an introduction. Bring us the situation. We'll help determine the appropriate path.
Our Approach
One conversation can uncover the appropriate path.
Understand the situation.
We begin with the client's objective, business, transaction and relevant financial circumstances.
Identify the requirement.
We determine whether the situation primarily involves financing, capital, M&A or a combination of capabilities.
Develop the strategy.
We help evaluate the structure, alternatives and potential path forward.
Coordinate execution.
Where engaged, CFM works with the client and relevant capital providers, counterparties and professional advisors toward execution.
Keep advisors connected.
With the client's authorization, we collaborate with the professionals already supporting the client throughout the process.
Why CFM
Built to complement the client's existing advisory team.
Senior-Level Attention
Clients work directly with experienced senior professionals rather than being passed through a high-volume process.
Multidisciplinary Perspective
CFM works across business financing, commercial real estate finance, capital raising and M&A, allowing interconnected issues to be considered together.
Independent Perspective
CFM begins with the client's objective and transaction rather than a predetermined financing product.
Collaborative Execution
CFM is intended to complement the work of the client's accountant, lawyer, banker and other trusted advisors — not replace those relationships.
Capabilities
A broader resource for significant client situations.
A single introduction to CFM can provide access to several interconnected capital and transaction capabilities.
Your relationship with the client remains important.
CFM's role is to provide specialized financing and transaction support where our capabilities can add value.
We respect the relationships professional advisors have built with their clients and aim to work collaboratively with the existing advisory team.
Where appropriate and authorized by the client, we can coordinate with their accountant, lawyer, banker and other advisors to help keep the transaction aligned.
We also recognize that professional relationships work both ways. When a CFM client requires accounting, legal or other specialized professional advice outside our scope, we value having trusted professionals to whom clients can be referred.
Professional Advisors
Have a client situation you'd like to discuss?
You don't need to determine the solution before making an introduction. A confidential initial conversation can help identify the financing, capital or transaction considerations involved.
Confidential inquiries welcome.