Supports our clients’ strategic initiatives by securing capital and funding sources and facilitating acquisition or divestiture opportunities. Our advisory team steers clients through these complex processes with a disciplined and bespoke approach, anchored by a dedicated PMO.
Capstone Lawrence connects quality operators and proven management teams with aligned sources of capital — equity, debt, or hybrid structures — to enable expansion, strengthen balance sheets, and unlock enterprise value.
Capstone Lawrence’s Capital Solutions Group employs a five-phase, investor-ready process designed to align stakeholder objectives, validate enterprise value, and manage every step of the capital-raising journey with transparency and accountability. Each phase is supported by a dedicated project-management framework to maintain control, momentum, and measurable results.
Conduct an initial review of company materials, financials, and market positioning. Develop a concise, investor-ready Teaser highlighting the company’s value proposition, capital requirements, and investment thesis. Initiate selective outreach within Capstone’s network to gauge interest and prepare for deeper diligence.
Advance qualified investor discussions through structured diligence and analytical validation. Build institutional-grade materials — including Executive Summaries (ES) and Confidential Information Memoranda (CIM) — supported by detailed financial modeling, capitalization tables, and use-of-proceeds analyses. Enhance the data room and ensure investor-ready documentation.
Identify, qualify, and engage Family Offices, Private Equity firms, and Ultra-High-Net-Worth investors aligned with client objectives. Coordinate introductions, manage diligence Q&A, and facilitate management presentations.
Lead investor negotiations, evaluate valuation feedback, and guide capitalization design. Maintain process velocity and control through Capstone’s centralized PMO, ensuring disciplined communication and documentation flow through final term-sheet alignment.
Oversee definitive documentation, wire coordination, and capitalization-table updates. Deliver a comprehensive closing summary, reconcile all credited fees, and support post-close onboarding to ensure a seamless transition and complete institutional record of the transaction.
Capstone Lawrence’s Capital Solutions team combines Wall Street transaction expertise, Big Four financial discipline, and decades of C-level operating experience across companies ranging from $5 million to $500 million in revenue.
We understand the priorities of Private Equity, Family Offices, and Founder-led companies — from accessing growth or recapitalization, to achieving liquidity.
Our process-driven approach ensures transparency, accountability, and alignment across every stage of the transaction.
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