Our network of contacts throughout the private equity, venture capital, family office, and hedge fund markets provide access to sophisticated investors around the world.

CFR-Inc has extensive experience in the capital markets with early-mid stage companies seeking investors, merger and acquisition candidates, and potential buyers for all or part of their businesses.  We help our clients achieve their growth and liquidity objectives by understanding their unique situations / needs and proposing strategies / structures that make sense to management and the mutually agreed prospects they would like us to approach.

We identify risks and challenges (corporate, legal, regulatory, financial) that might affect the value or viability of the proposed transaction; assist in the assembly of the offering, marketing, and due diligence materials; help management prepare, prioritize, and respond to term sheets and unsolicited proposals; and facilitate communications and the exchange of information as the parties move towards a successful closing.

Private Placements

private placements

Seed capital

bridge Loans

series a-e rounds

debt refinancings

Mergers and Acquisitions

m&A

business combinations

acquisitions

divestitures

sales