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A Structured Approach to Capital Raising and M&A Advisory.

We will help you choose the ideal lower middle market investment banker. The investment banker will provide business capital advisory, growth capital advisory, and private capital advisory.

Clarify Goals and Selection Criteri a Choose Ideal I - Banker Identify Investors, Lenders, or Buyers Perform Due Diligence and Negotiate Term s Close Deal a nd Distribute Fund s

“They understand my business and goals.”

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  • Understand goals, timing, culture, capital needs

  • Preliminary market analysis for the deal

  • Align expectations and timing.

  • Preliminary investor  and banker fit​

“They found the perfect person for this task.”​

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  • Pre-qualified bankers and partners

  • Interest gauging

  • Alignment on strategy and valuation expectations

  • Engagement terms​

“My banker found 'smart money' investors.”​​

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  • Capital structure planning

  • Exit or raise strategy

  • Growth capital advisory

  • Data room and marketing materials

  • Search for capital allocators

  • Growth capilat advisory​​

“The investors are serious, this funding will happen."​

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  • Diligence management

  • Investor meetings and Q&A

  • Financial and operational support

“I have the funding I need! "

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  • Terms negotiation

  • Final documents

  • Capital distribution

 

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Adelsberg Consulting LLC is not a registered broker-dealer, and Finalis Securities LLC and Adelsberg Consulting are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.​

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​​Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck  | Finalis Form Customer Relationship Summary (“Form CRS”)​​

​adelsbergconsulting.com (the Adelsberg Consulting Website) is a website operated by Adelsberg Consulting LLC. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Adelsberg Consulting along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.

 

Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis’ Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC. 

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