Capital Formation

Whether you are seeking debt financing or need equity capital to support growth, Cabrillo Advisors’ extensive network of strategic and financial lenders and investors positions us to match you with the right resources to achieve your goals.

We’ll work with you to develop a compelling investment story for prospective investors to generate strong interest and a competitive environment to optimize rates and terms. We’ll also identify and screen potential investors and manage the communications process to minimize disruption to your customers and management team.

Capital Advisory Services

  • Strong network of potential investors and lenders
  • Development of compelling “investment story”
  • Optimization of capital structure
  • Creation of competitive environment among investors
  • Negotiation of terms