• Common and Preferred Equity
  • Senior Debt
  • Mezzanine Debt
  • Asset-Based Loans
  • Royalty-Based Loans

Capital Raising

Optimal cost of capital and financial structure

Raising debt and equity capital for lower- and middle-market companies is our core focus. We offer extensive experience in helping businesses achieve the best financing structure and cost of capital based upon specific client goals and investor requirements. We have formed strategic relationships with hundreds of private investors and investment groups who invest across a company’s capital stack and at different stages of a company’s lifecycle. Our goal is to identify the right financing and optimal cost of capital for our clients, identify the right investment partners and execute on a transaction to reach agreed upon targets.

Financial & Advisory Services

Focus on transactions ranging from $10 million to $100 million in enterprise value

We provide financial advisory services and cover the entire spectrum of transactions, administering a full range of M&A, sell-side advisory services for lower- and middle-market clients and recapitalization advisory. We will effectively manage the process from beginning to end including transaction initiation, prospect identification and qualification, financial analysis, valuation and modeling, quantitative and qualitative industry analysis, preparation of information memorandums and management presentations, due diligence and negotiation counsel with respect to transaction structuring and process, and if needed, preparation and delivery of fairness opinions.

  • Mergers & Acquisitions
  • Sell-Side & Buy-Side Advisory
  • Capital Structure Advisory & Recapitalization

Featured Transactions

Diligent. Deliberate. Transparent.

U.S. Strategic Capital is a boutique investment bank and an investment management firm with a passion for transparency and deliberate execution. This operating philosophy is reflected in our selective approach to client engagements and investment opportunities. As an advisor, our team has collectively raised more than $2 billion in capital by leveraging our vast network of private and institutional investors. As an investment firm, we seek to diligently invest in private transactions and investment strategies targeting uncorrelated risk-adjusted returns above those of public markets.

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