Start with the purpose of the raise
Expansion, acquisitions, new product development and an owner’s partial exit can require different capital structures. 37D helps frame the commercial questions: how much capital is needed, where it will be used, what success looks like and what participation the owner is prepared to offer.
An investor presentation should connect customer demand, operating capacity and credible financial assumptions. We can discuss preparation of the business narrative, use-of-funds plan, supporting schedules and an organized information room.
Look beyond the percentage sold
Ownership dilution, control, voting rights, future investment rights and owner liquidity can matter as much as price. Options, warrants, preferences and debt alongside equity introduce further questions for the transaction team.
We coordinate commercial preparation with the owner’s legal, accounting and other qualified advisers. Securities offerings and any regulated placement activity require the appropriate legal route and authorized parties; no historic intermediary affiliation is represented as current.
A clearer first conversation
Tell us whether you are funding growth, buying a business or considering a partial sale. Provide a non-confidential overview, indicative capital requirement, ownership structure and timetable. We can then agree the preparation or transaction support required.
Connected services for the next step
Your requirement may cross more than one division. Explore a relevant pathway or ask our team to help define the right scope.
Let’s work through your situation.
Tell us the business, the challenge, your location and the outcome you want. A short non-confidential introduction is enough to begin. We can agree the next conversation before you prepare a larger proposal.
Request a call →Ask about scope and pricing, partnership opportunities, or relevant case studies and testimonials where available. Availability, delivery and fees are confirmed before engagement. A call request is not an instant appointment booking.
Need confidentiality first? Review or request an agreement →Who we work with
37D excludes cannabis businesses, businesses with 51% or more of sales from alcohol, gaming businesses and businesses involving nudity from its services and acquisitions. All alcohol products are excluded from sourcing and trade. Higher Ground beverage supply to casino customers is a limited exception to the gaming-business exclusion; it does not extend to gambling operations, financing or acquisitions.