Capital Advisory

Empowering Your Vision with Strategic Financial Solutions

We advise founders, management teams, and financial sponsors on securing institutional capital for complex and often time-critical needs. We bring unique market insight and access to capital, leveraging the global resources of MUFG to offer truly differentiated support and capabilities to clients worldwide.

The Capital Advisory team partners with our industry bankers to incorporate sector-specific expertise, which is often critical in highlighting value drivers and mitigating risk concerns when engaging with capital sources.

Service Offerings

Growth Capital

We secure capital to fund organic growth opportunities, including capital expenditures, R&D commitments, marketing initiatives, and geographic expansion. We tailor financing solutions to support our clients’ strategic goals and help drive sustainable growth.

Acquisition Financing

Sponsors often turn to us when speed and certainty in securing financing are critical to closing a transaction. In addition to raising capital, we support clients with a full suite of advisory services, including transaction structuring, industry insights, and valuation drivers.

Shareholder Liquidity

We work with institutional and entrepreneur/family stakeholders to address liquidity needs and generational transfer requirements. Our team excels at delivering creative solutions, leveraging vast access to private capital sources and deep knowledge of market conditions to achieve actionable results.

Debt Refinancing

We manage highly tailored processes to refinance existing capital stacks with new sources and structures that address the unique needs and constraints of our clients. We leverage a vast network of institutional capital providers to deliver bespoke solutions and optimal terms, often under challenging circumstances and tight timelines.

Financial Restructuring

Businesses can face operational challenges and financial stress. We partner with our Special Situations team to identify alternative capital sources and solutions that enable clients to execute turnaround plans and manage cash flow shortfalls.

Our Dedicated Team
Transactions

* Represents transactions executed by professionals of Intrepid while at prior firms.