Serene forest landscape symbolizing growth and opportunity through Confluence Advisors' capital advisory services.

Capital Advisory Services

Strategic Guidance. Effective Capital Raises.

Our capital raise services are designed to help businesses secure the necessary funding for growth, expansion, acquisition and shareholder buyouts. With a deep understanding of various industries and a vast network of institutional investors and lenders, we are uniquely positioned to identify and connect you with the right capital sources. Our team conducts thorough assessments to understand your business needs and develops strategic plans to attract and secure funding. By running competitive processes, we ensure that you receive the best terms and conditions, empowering your business to reach new heights. Trust us to be your partner in fueling your business growth through successful capital raises.

Recent Success

Confluence Advisors was engaged to secure senior debt to provide growth capital for TeleTracking. The financing was strategically utilized to invest in cloud architecture, support working capital needs, facilitate the buyout of minority shareholders, and maintain reserve capital for future acquisitions. The transition to cloud technology enabled TeleTracking to achieve rapid growth and gain national recognition.

Northwood Realty Services ("Northwood"), a prominent regional realty brokerage firm, engaged Confluence Advisors to raise capital for its acquisition of Berkshire Hathaway HomeServices The Preferred Realty. Following the successful transaction, the combined entity generated over $100 million in annual revenue, becoming the largest realty brokerage in Western Pennsylvania and ranking among the top ten largest Berkshire Hathaway HomeServices franchises.


Confluence Advisors was engaged to secure subordinated debt to finance startup ventures associated with innovative new technologies. The successful capital raise provided ownership with the opportunity to partially exit their investment while simultaneously supporting the expansion of new business lines. This strategic funding not only facilitated the development of cutting-edge technologies but also positioned the company for continued growth and diversification. The enhanced financial flexibility allowed the company to pursue additional strategic initiatives and market opportunities.

All Challenges Accepted.

Business owners and executives often face the challenging and complex task of raising capital to meet the financing needs of the business. Confluence has relationships with numerous capital providers of middle-market companies to help solve the financing need given the goals and objectives of key business stakeholders.

At Confluence Advisors, we assess the financing need of the client and identify potential capital sources, allowing management to focus on the daily operations of the business. We maintain a thorough understanding of the private capital markets and add value through creative structuring techniques and strong relationships with national capital providers.

Our principals have completed numerous senior debt, mezzanine capital, and minority equity financing transactions for a variety of transactions types, including the following:
 
  • Working capital financing
  • M&E and real estate financing
  • Growth capital placement
  • Leveraged buyouts
  • Management buyouts
  • Shareholder transactions
  • Recapitalization
  • Balance sheet restructuring
Pittsburgh skyline highlighting Confluence Advisors' focus on family and founder-owned business sales in Pennsylvania.

Imagine What We Can Accomplish.

Our capital advisory services can enable growth. Expansion. Innovation.
Whatever your vision, we can do this. Together.
 

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