Debt and equity strategy structured around acquisitions, growth, refinancing, and operational scaling — from operators who've raised and deployed over $1B in capital.
We've raised capital, structured debt, negotiated with lenders, and managed the balance sheets of the companies we've owned. When we advise on your capital strategy, we bring the perspective of operators who've lived with the consequences of these decisions — not just modeled them.
Our capital markets practice sits inside an integrated advisory firm. That means your financing strategy is aligned from day one with your insurance program, your real estate portfolio, and your M&A pipeline. The lender sees a complete picture because we've already built one.
Capital advisory across the full lifecycle — from initial structuring through refinancing and recapitalization.
We structure and source debt and equity for business acquisitions — aligning leverage, terms, and covenant packages with your operating plan, not just the deal model. Whether it's a platform acquisition, add-on, or portfolio company recapitalization, we bring lender relationships and structuring experience that come from doing this inside our own deals.
Capital to fund organic growth, equipment purchases, inventory builds, or geographic expansion. We help you evaluate the full spectrum — senior debt, mezzanine, asset-based lending, SBA programs, and equity alternatives — and match the right instrument to your growth trajectory and cash flow profile.
If your current debt doesn't reflect your current business, we fix that. We evaluate your existing capital structure against today's market, renegotiate terms, and source alternatives when the math makes sense. This includes consolidating fragmented debt, extending maturities, and improving covenant flexibility.
Financing for commercial real estate acquisitions, construction, and sale-leaseback transactions — coordinated with our real estate advisory and insurance teams so the capital structure, the lease terms, and the coverage all align from the start.
When debt alone doesn't get you there, we help structure equity raises, joint ventures, and partnership arrangements — with attention to governance, control, dilution, and long-term alignment. We've built these structures inside our own partnerships, so we know where the friction lives.
Capital doesn't exist in a vacuum. Your lender cares about your insurance program. Your debt covenants affect your real estate flexibility. Your acquisition financing shapes your post-close integration. When these disciplines operate independently, things fall through the cracks at the worst possible moment.
Your insurance documentation, coverage adequacy, and compliance requirements are handled before the lender asks — not scrambled together at closing.
Sale-leaseback financing, property acquisition debt, and portfolio leverage are structured with full visibility across both teams.
When we're advising on an acquisition, the capital strategy and the M&A diligence run in parallel — not sequentially.
After the deal closes, we stay engaged — refinancing acquisition debt as the business stabilizes, optimizing the capital structure as EBITDA grows.
Our capital markets clients include founder-led businesses funding their next phase of growth, PE-backed portfolio companies optimizing leverage and returns, real estate investors and operators financing acquisitions or repositioning assets, and companies preparing for recapitalization, refinancing, or exit.
"The best capital structure is the one that gives you optionality — not just the one that closes the deal."— Centered Partners
Whether you're raising capital for an acquisition, refinancing existing debt, or evaluating your options — we'll bring the full picture to the conversation.
Start a Conversation →