Capital Raising

Your partner for tailored
capital solutions

As an independent investment bank, Balmoral Advisors is able to identify, evaluate, and select the most advantageous capital raising solutions for our clients without bias. Expert advisors experienced in all segments work with clients to match their unique needs with the optimal financing structure and terms, secure financing and seamlessly execute the transaction. Our expertise extends to funding commitments that accommodate both limited and general partnership structures, focused on a specific strategy.

Our capabilities cover the entire capital structure from senior and subordinated debt to convertible securities, preferred securities and common equity.


Typical capital raise situations:

  • Acquisition capital
  • Balance sheet recapitalizations
  • Capital strategy
  • Financial restructuring and bankruptcy
  • Growth capital
  • Leveraged buyouts
  • Minority recapitalizations
  • Refinancing of existing debt
  • Shareholder buyouts

Types of capital we raise:

  • Asset-based debt
  • Cash flow-based debt
  • Mezzanine/preferred debt and equity
  • Non-control equity
  • Senior and subordinated debt

Capital Navigator

Balmoral offers an advisory service that helps middle-market companies determine the best capital structure for their business plans. We provide an independent assessment and tailored recommendations based on analysis and experience. This service is designed for companies that are uncertain about their capital options or in need of a capital plan. With Capital Navigator, managers and entrepreneurs can make informed decisions about available capital options and their impact on current shareholders.

These advisory projects are designed to objectively and independently research and recommend a tailored list of available sources of capital, prioritized based on maximizing your advantage. They also include an in-depth analysis of shareholder impact.

If your company is seeking guidance on your options for raising capital or are in need of a capital plan, our senior advisors are available to explore how this service can benefit you.Ā