Strategic Focus The Capital Solutions Group specializes in independent balance sheet advisory, financing, restructuring, and M&A execution for highly leveraged middle market clients, presenting cross-sell opportunities with lenders, PE sponsors, and portfolio companies.

Leverage Relationships With veteran investment banking and credit professionals and senior relationships across capital markets, private equity sponsors, and institutional lenders, identify warm introductions to potential borrowers or sponsors seeking financing, refinancing, or strategic advisory.

Debt Financing Track Historical debt financings ranging from 17M to 75M for sponsored platforms indicate ongoing readiness to bankroll leveraged buyouts, refinancings, and growth capital—prospects for lenders, sponsors, and service providers in middle market finance.

Healthcare and Diversified Recent collaboration with MB2 Dental Solutions suggests appetite for healthcare services financing partnerships, while prior deals span transportation, aerospace, and financial services, signaling cross-industry opportunities for advisory and capital solutions.

Smaller Firm Advantage Small team size (2-10 employees) combined with revenue in the low millions positions Capital Solutions as a nimble partner for targeted, high-impact engagements and faster decision cycles for mid-market clients and sponsors.