CAPITAL ADVISORY
CAPITAL FOR GROWTH. ADVICE FOR WHAT COMES NEXT.NewGate advises privately held businesses seeking capital to support growth, acquisitions, recapitalizations, and other strategic objectives. We work alongside business owners to evaluate their capital needs, position the opportunity, identify potential capital partners, and navigate the process through closing.
Capital Needs Are Different for Every Business
Privately held businesses seek capital for different reasons and at different stages of their development. Whether funding organic growth, pursuing an acquisition, providing liquidity to shareholders, or restructuring the balance sheet, the right capital solution depends on the objectives of the business and its owners.
NewGate works with clients to understand those objectives, evaluate available alternatives, and determine an appropriate capital strategy before approaching the market.
Capital Solutions
01
Growth Capital
Capital solutions to support organic growth, expansion, new markets, facilities, equipment, and other strategic initiatives.
02
Acquisition Financing
Capital solutions to support acquisitions and other strategic business combinations.
03
Shareholder Liquidity
Capital solutions designed to provide liquidity to existing shareholders while supporting the company’s ongoing objectives.
04
Recapitalizations
Evaluate debt and equity alternatives to support shareholder objectives, strengthen the capital structure, or position the business for its next stage.
Our Approach
01
Evaluate
Understand the company’s objectives, financial profile, capital requirements, and available strategic alternatives.
02
Structure
Develop an appropriate capital strategy and position the opportunity for prospective financing or investment partners.
03
Execute
Approach appropriate capital sources, evaluate proposals, negotiate terms, and coordinate the process through closing.
Considering a Capital Raise?
Whether you are actively considering a transaction or simply evaluating your options, our team welcomes the opportunity to have a confidential conversation.