Where are you in the business life cycle?

Are you growing and in need of capital?

What is your exit strategy?

Are you looking to acquire a business?

Our full-service investment bank arm focuses on capital raise, M&A, and long-term capital planning. With a team of highly skilled and seasoned finance professionals, C-Level Strategy brings extensive expertise and a proven track record of success in executing capital raise and M&A transactions within the lower- and middle-market segments.

Services

Mergers & Acquisitions

  • Full Sale
  • Majority Recap
  • Acquisition Financing
  • Data Room Compilation
  • Due Diligence Management

Capital Roadmap

  • Financial Analysis
  • Market & Competitive Analysis
  • In-Depth Discovery
  • QoE Preparation
  • Valuation Range

Capital Raise

  • Investor Sourcing
  • Growth Equity Investment
  • Minority Recap
  • Investor Package Preparation
  • Pitch Preparation

Our Distinctive Growth Capital Approach

  • No long-term lock-up contracts
  • Understand the holistic vision of the entrepreneur
  • Highly-targeted outreach methodology
  • Understand the buyer value
  • Educate founders and operators on the capital process
  • Reduced commissions charge on self-sourced capital
  • Extensive network of 500 plus consultants to support your transaction
  • Focus on maximizing business potential

Advised hundreds of M&A
transactions

Decades of experience in the
equity and debt capital markets

Phased approach to maximize the client’s
investment

Searching for a more efficient solution
to manage your critical business processes ?
Why settle for less?

Gain a competitive edge in the marketplace and free up valuable time and resources to focus on growth and innovation.

Get In Touch

We are here for you! How can we help?