Private Capital Solutions
Connecting companies with capital
Connecting investors with proprietary and differentiated deal flow
Combining experience with integrity
Growth Equity Advisory, Private Credit Advisory, Buy and Sell Side Advisory
Supporting Founders, Entrepreneurs, Family Offices, Financial Sponsors, Institutional Investors
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Experience. Perseverance. Integrity.
CB Capital Advisory is a boutique financial advisory firm that specializes in providing capital solutions to private companies. With a focus on maximizing value and minimizing risk for clients, CB Capital offers a range of services including debt and equity capital advisory, mergers and acquisitions, and strategic consulting.
The firm's team of experienced professionals work closely with clients to understand their specific needs and develop customized capital solutions tailored to their unique circumstances. CB Capital Advisory's broad network of institutional investors, family offices, and financial sponsors allows them to connect their clients with the right investors for their needs.
Issuers
We love businesses. Each business is unique and reflects the blood, sweat, and tears of those who strive to make it better every day. We will take the time to listen to your story, truly understand how best to communicate the aspirations and potential of your business, and create a plan of action to help achieve your company's goals. Perseverance is one of our core values, once we engage with a client we will methodically execute to plan. Turn over every stone. Integrity, another core value, means not just doing what we say we will do but being honest in setting expectations and transparent in sharing consistent and candid feedback.
Investors
We work closely with investors to understand their needs. Every investor, like every transaction, is different. Our model is to spend significant time upfront with our investing partners to understand how, when, and why they invest. When we reach out to investors for a particular transaction we know it will be on target given all the upfront work. Too much off-target "spam" is in the ecosystem, we never take a "throw it against the wall" approach. Spend time with us so we can better serve you. We are humbled when our investor partners approach us to work with one of their own portfolio companies. It is the ultimate compliment and sign we are on the right track.
