TAILORED AND RESILIENT CAPITAL SOLUTIONS FOR MIDDLE MARKET BUSINESSES AND BUSINESS OWNERS
TAILORED AND RESILIENT CAPITAL SOLUTIONS FOR MIDDLE MARKET BUSINESSES AND BUSINESS OWNERS
Equity Strategies
Equity strategy serves as the ultimate shock absorber, helping companies balance the two core tensions of growth and succession – specifically the scarcities of cash, talent, and confidence for succession. Thus, capital structure is the second core element of the BOLD Value Value Architecture.Through our BOLD Value approach, our team help clients refresh their capital structures for each stage of growth.

Note: ISO = Incentive Stock Option, NSO = Non-Qualified Stock Option and ESOP = Employee Stock Ownership Plan
We seek to strengthen companies by refreshing their capital structure:
The ultimate goal of our work on capital structure: strengthen the resiliency of the business so it can thrive across the myriad stages of growth and succession.