Why us

Capital Strategy & Relationships

Client Focus:
We advise companies and investors with capital needs ranging from sub-$1M to $150M+, across growth, transition, and special situation—providing strategic guidance, structuring expertise, and access to funding partners.

Integrated Expertise

Equity Capital Network

  • Family Offices
  • Institutional Investors
  • Sponsor-Backed Platforms
  • Venture & Growth Equity Funds
  • Strategic Investors & Corporates
  • Accredited Investors / HNWIs
Integrated Expertise

Debt Capital Network

  • Money Center & Regional Banks
  • Asset-Based & Cash Flow Lenders
  • Mezzanine & Structured Debt
  • Insurance Companies & Credit Funds
  • Senior Lenders & Specialty Finance
Integrated Expertise

Supported Capital Uses

  • Recapitalizations
  • M&A Financing
  • Liquidity Events
  • Turnaround Funding / Special Situation
  • Debt Refinancing
Red Lion Advisory connects clients to aligned capital and structures solutions around long-term goals.

Whether raising equity, restructuring debt, or evaluating bespoke capital solutions, our team brings decades of experience across corporate finance, multi-bank syndications, and institutional treasury to deliver outcomes that are flexible, scalable, and execution-ready. We approach each engagement with a hands-on, partner-driven mindset—aligning capital structure with strategy, growth trajectory, and long-term value creation.

Typical Capital Raise Process

We guide clients through the full capital raise lifecycle—from strategic preparation to targeted investor outreach and final negotiations. Our hands-on approach ensures materials are market-ready, investor conversations are managed with precision, and deal execution is tightly coordinated to maximize outcomes..

Phase 1 Preparation & Strategy
  • Define capital needs and investor profile
  • Align on scope, structure, and timeline
  • Conduct diligence and financial review
  • Incorporate institutional quality, robust financial forecasting and modeling
  • Develop pitch materials
  • Populate and manage data room
  • Set initial terms and raise strategy
Phase 2 Market Outreach & Engagement
  • Build and prioritize investor list
  • Manage outreach and responses
  • Coordinate intro calls and pitches
  • Support Q&A and feedback loops
  • Drive term sheet discussions
  • Refine strategy from investor feedback
Phase 3 Negotiation & Close
  • Align on financial structure and terms
  • Manage investor diligence process
  • Lead legal and documentation
  • Lead capital stack execution
  • Oversee timely closing, ensuring execution
  • Prepare for post-close integration
Red Lion Advisory
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