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Craig Roll, Managing Partner of First Equity and Capstone Management, LLC
We provide consulting services to businesses and municipalities nationwide when they seek assistance with financing for start-up, growth, management buyouts, IPO's and Bonds.
Our consulting team is ready to assist you today.
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Management Consulting
Taking the next step in your company's growth can be a wonderful and frightening experience. When your product sales skyrocket, you must be able to make the right adjustments in your growth strategy to accomodate it. Too many companies have grown themselves right out of business.
When the sales really start to come in many business owners are approached by competitors or distributors offering to merge or possibly putting an offer to make an acquisition on the table. Before you start to talk with anyone (especially people offering "free" advice) call us. We will help you structure the deal in the best possible way for you and your company.
Criteria for Consideration:
Start-ups or New Construction
1. You have a significant cash investment in the deal.
2. You have a solid business plan.
3. You can provide a short Executive Summary showing the Good, the Bad, and the Ugly points of the deal.
4. You are willing to be realistic in the equity you are prepared to give up to an investor.
Growth Stage or Existing Properties
1. You can show at least three years of positive growth in revenues.
2. You have contracts or LOI's pending that require significant growth or cash infusion.
3. You have a solid business plan.
4. You can provide a short Executive Summary showing the Good, the Bad, and the Ugly points of the deal.
5 You are willing to be realistic in the equity you are prepared to give up to an investor or realistic in the terms of a loan.
6. You have been approached by a potential strategic or acquisition partner.
We may find that a sale right now would provide you with an answer to your cash flow problem and give you some quick cash, but a round of financing could solve the cash flow crunch, help you grow to the next level, and make your company worth much more when the right buyer comes calling.
We can provide financing for your growing business in the form of debt, equity, or a combination of the two.
Municipalities
Municipalities face similar situations as growing businesses. If it is a need to construct a new convention center, a waterfront historic or commercial area, infrastructure, or schools, municipal bonds offer the financing to accomodate the growth. Our consultants will help you choose the best course of action and assist in coordinating the underwriting maze.
Our consulting team brings years of experience in underwriting bonds on Wall Street. We will help make the bond process a smooth and pain free process.
Give us an opportunity to earn your business.
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