Business Owner Growth
and Capital Introduction Services

CMF’s Growth and Capital Introduction Services are designed to help business owners access additional capital for further growth investments and/or find opportunities to monetize what they have built through full or partial sale. 

CMF applies both deep financial and operational management experience and broad private equity industry relationships to function as your trusted partner in this challenging and potentially life-changing transition. We help you weigh the options, provide sound professional advice, and maintain strict confidentiality regarding your decisions.  And, because we are paid by the investors, we provide these services to you free of charge. Download PDF » 

Monetizing Your Investment

CMF can help small to mid-sized business owners realize some or all of their company’s value through an outright sell or the many additional exit options available in today’s financial markets, including:

  • Outright or majority sale
  • Non-control investment by third parties
  • Sale of non-strategic assets
  • Recapitalization of company balance sheet
  • Sales leaseback of real estate assets
  • Other transaction or investment structures

Accessing Growth Equity

For owners who have identified a growth strategy that requires additional capital, CMF leverages its network of more than 250 private equity funds across most major industries, representing over $50 billion of committed capital, to facilitate introductions to potential value-added partners for executing this strategy. 

Process and Methodology

  • We adhere to the strictest disciplines of confidentiality. We can make discrete introductions on a no-names basis which mitigates risks that employees, competitors, or customers learn of your strategic plans.
  • We provide relevant information to guide your decisionmaking, including current market dynamics for your industry, preliminary pricing ranges, and advisory for realizing maximum value.
  • We introduce you to select investors with an articulated interest in companies of your criteria, in accordance with your preferences; you control the process, with a minimum of the resources typically required, yet still receive maximum value through a competitive, multiinvestor
    marketing procedure.

Integrated Consulting Resources

We offer an integrated transition solution that can include Preparation for Sale, Due Diligence, Post-Transaction Integration and Systems/Office Transition support provided through CMF financial and operational consulting services for middle-market businesses. Learn more »