Capital Raise Advisory
We help clients secure capital for growth, refinancing, recapitalization, or acquisitions through our strong relationships with banks, debt providers, venture capitalists, and private equity investors.
Overview
Turnstone Investment Banking helps clients access a broad spectrum of capital sources. We assist in securing appropriate financing via debt and equity capital raises to fund growth and acquisitions or refinance existing obligations.
We have cultivated strong working relationships with capital providers, both private and public. These include leading banks, private equity and private debt funds, asset-based lenders, mezzanine lenders, and venture capitalists. We leverage this network to target the best possible source of capital for each client.
Our approach prioritizes our clients’ best interests, ensuring their financing needs align with their long-term goals and operational flexibility.
Growth Equity Raise
Private Debt Placements
Bank Financing
Mezzanine Financing
Capitalization Strategy Assessment
Debt Service Assessment
Bridge Financing
Working Capital Financing
Overview
Turnstone Investment Banking helps clients assess a broad spectrum of capital sources. We assist in securing appropriate financing to fund growth and acquisitions, as well as refinancing existing obligations through both debt and equity capital raises. Our goal is to achieve the most reasonable cost of financing with maximum future operating and financial flexibility for our clients.
The professionals at Turnstone have cultivated strong working relationships with capital providers, both private and public. These include leading banks, private equity and private debt funds, asset-based lenders, mezzanine lenders, venture capitalists, private equity firms, and regional banks. We leverage these contacts to target the best possible source of capital for each client’s business.
Our approach prioritizes our clients’ best interests, ensuring their financing needs align with their long-term goals and operational flexibility.
Experienced & Proven Process
We guide owners through every stage of the capital raising process, from evaluation and preparation to closing and transition. We manage the process so you can focus on running your business.
Tailored Strategy
Every engagement is customized. We take the time to learn your goals, timeline, and objectives, then build a strategy that’s specific to your business. We craft a strategy that highlights your strengths, growth drivers, and differentiation to the optimal audience of investors.
Value & Structure Optimization
We design competitive processes that maximize capital requirements and optimize transaction structure that achieve our clients’ goals. We help businesses understand the full picture for what truly drives the best outcome.
Network & Partner Fit
We leverage deep relationships and proactively engage with a broad network of banks, private equity and private debt funds, asset-based lenders, mezzanine lenders, venture capitalists, private equity firms, and regional banks to find investors who align with your culture, priorities, and long-term vision.
Trusted Advisor & Personal Advocate
As your independent advocate, we provide unbiased guidance, transparent communication, and objective recommendations that protect your interests and help you make clear, confident decisions.
Preparation & Performance Enhancement
We help strengthen the areas investors scrutinize the most – financial reporting, KPIs, organizational clarity, and market positioning – before you go to market. Thoughtful preparation increases investor confidence, reduces diligence friction, and directly enhances valuation and deal terms.
Negotiation Expertise
We negotiate with clarity, conviction, and data-driven rationale to secure the strongest overall economics and protections for you. Our experience at the table ensures buyers compete on complete value, not just price, and that your priorities remain front and center.
Due Diligence Expertise
We prepare businesses early for diligence, anticipate investor questions and requirements, and manage all documentation and stakeholder coordination to ensure an organized, smooth, and timely process.
Our Differentiators
- Experienced & Proven Process
- Tailored Strategy
- Value & Structure Optimization
- Network & Partner Fit
- Trusted Advisor & Personal Advocate
- Preparation & Performance Enhancement
- Negotiation Expertise
- Due Diligence Expertise
