Corporate Finance

The availability of equity and debt financing is imperative to the recovery and future of the US economy and capital markets worldwide. With our capital markets and investment banking expertise, we bring the knowledge, relationships, and structuring expertise to meet the needs of our clients.


Our typical Corporate Finance assignment is tied very closely to a strategic event such as a new business line, recapitalization, growth strategy or acquisition. As a result, our advisory services typically lead to a corporate finance transaction.


Corporate Finance activities, Capital Raising and Mergers & Acquisitions Activity are provided by Bendigo Securities our New York based FINRA registered Broker Dealer.


Profile of typical assignments:


Transaction Size:   $1million – $100 million, typical approximately $5-$20 million


Company Profile:    Pre-Revenue to Small Cap Private Company’s


Industry Profile: 


  • Financial Services, primarily lending, brokerage, and banking

  • Media

  • Social Media

  • Real Estate

  • Distressed Debt

  • Asset Management

  • Mining

  • Energy

  • Technology, with primary emphasis on Security and Financial Services.


Transaction Type:


  • Equity Placement

  • Debt Funding

  • Lines of Credit

  • Working Capital

  • Warehouse Lending

  • Mezzanine Debt

  • Acquisition Financing

  • Roll-up Strategies

  • Merger Structuring