CAPITAL Solutions

CAPITAL is the life blood of your business. While it is important to have enough capital, it is essential that you have the right type of capital to meet your needs today and into the future.

In addition to managing your CAPITAL needs to grow the business, you also need to ensure you are managing the you have today in your business and in your personal enterprise.

DEBT

Loans, leases and lines of credit including SBA and other government guarantee loan programs for growth, equipment, real estate, M&A, buyouts and refinances

Primary Director contact: Tim Porter – Debt Capital Resources

EQUITY

Private equity and venture capital for high growth business opportunities with clear direction and exits

Primary Director contact: A.J. Matsuura – Equity Capital Resources

FINANCIAL MANAGEMENT

Analysis and advice on a company's financial capital; accounting, asset & cash management, risk assessments, and forecasting of future financing needs

Primary Director contact: Curt Carson – Capital Management Resources

WEALTH MANAGEMENT

Analysis and advice on an individual's financial capital; tax, financial & estate planning; investment management & private banking

Primary Director contact: Michael Davis – Investment Capital Resources

CAN connects you to CAPITAL solutions for:

  • Growth and expansion of the current business
  • New business opportunities
  • Management buyouts & ESOPs
  • Debt restructuring and recapitalizations
  • Acquisition of commercial real estate
  • Purchase or lease of equipment
  • Funding growth through merger & acquisition activities
  • Cash management
  • Financial and estate planning
  • Wealth and investment management
To view examples of the successful CAPITAL connections made through CAN, click HERE.

To access reference material written by subject experts related to CAPITAL, click HERE.

To schedule your complimentary consultation to discuss your CAPITAL needs without any obligation, email CAPITAL@ClientAdvocateNetwork.com.

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