Capital Advisory
Strategic Financial Advisory
We offer fractional advisory services, often serving as a client's Strategic Financial Advisor, tasked with developing and executing short- and long- term capitalization plans for operating businesses and discrete projects generally associated with large capital expenditure projects.
We develop the organizational underpinnings, systems and strategies that prepare clients to attract institutional investors or buyers. We produce institutional quality offering material, structure financings, manage professionals, negotiate terms and drive the fundraising process to completion.
Entrepreneur-in-Residence
We are experienced leading the development and execution of new business lines, expansion plans and other initiatives. These entrepreneurial activities were honed building two new business lines at Cargill where Skip was Cargill's first "entrepreneur-in-residence" and in subsequent engagements with and for Värde Partners (Various), Oppidan (Woodland Hills), Conduit Capital (RuralWorks) and of course Linea Capital itself.
Driving new business development activities and special projects are directly aligned with our role as Strategic Financial Advisor in that most new growth strategies, especially those requiring significant capital expenditures, require capital to fund execution of the plan.
Aligned by Design
Functioning as a member of our client's management team, we are perfectly aligned with the interests of the owners, management and employees of our client. Our engagements are typically multi-year but we will consider project-based engagements when our value-add is obvious and material.