Cassel Salpeter & Co. has extensive experience in the capital markets and long-standing relationships with private equity firms, family offices, mezzanine, senior debt, and other institutional financing sources, enabling us to undertake a process-driven approach for targeting financing sources.  We understand the importance of thoroughly understanding a fund’s investment criteria and current portfolio, and we effectively target those that suit the particular characteristics of our clients in terms of industry, size, stage, and other key metrics.

As an independent party, we develop a comprehensive evaluation of the company’s situation, analysis of needs, and financing strategy and plan.  Our hands-on approach enables our clients to continue to run their businesses and meet their projections, which is a critical factor in successfully attracting financing sources.