Capital Markets & Private Placements
We connect growth companies with the right capital partners-private equity, growth investors, family offices, and lenders-through a disciplined, results-driven process.
Discuss Your Capital NeedsInstitutional Process.
Middle-Market Focus.
Palmstone Capital provides capital raising advisory services to entrepreneurs, family-owned businesses, and private equity-backed companies. We bring the rigor and reach of large investment banks to the middle market, where we believe the best opportunities are often found.
Our approach combines deep preparation with broad distribution. We develop compelling marketing materials that resonate with institutional investors, then execute systematic outreach to our global network of capital providers.
The result: competitive processes that maximize valuation and optimize terms. Our clients benefit from the tension created by multiple interested parties while maintaining control over timeline and outcome.
Capital Solutions
We advise on the full spectrum of private capital, helping clients identify the optimal structure for their specific situation, objectives, and timeline.
Growth Equity
We help high-growth companies raise expansion capital from institutional investors, growth equity funds, and strategic partners to accelerate their trajectory.
- •Market expansion and geographic growth
- •Product development and R&D investment
- •Sales and marketing acceleration
- •Working capital for scaling operations
Private Equity
We connect companies with private equity sponsors seeking majority or significant minority positions, facilitating partnerships that provide capital, expertise, and operational support.
- •Management buyouts and ownership transitions
- •Recapitalizations and shareholder liquidity
- •Platform investments and roll-up strategies
- •Sponsor-to-sponsor secondary transactions
Debt Financing
We advise on the full spectrum of debt solutions, from senior secured facilities to mezzanine and unitranche structures, optimizing capital structure and minimizing cost of capital.
- •Acquisition financing
- •Refinancing and maturity extension
- •Dividend recapitalizations
- •Growth capex and expansion financing
Structured Capital
For complex situations, we design bespoke capital solutions that blend equity and debt characteristics to meet specific objectives around control, dilution, and flexibility.
- •Preferred equity and convertible instruments
- •Revenue-based and royalty financing
- •Asset-backed and specialty lending
- •Hybrid capital structures
Global Investor Network
Our relationships with 4,600+ institutional investors ensure your opportunity reaches qualified capital providers actively seeking investments in your sector and stage.
Private Equity Funds
Buyout, growth, and lower middle-market focused sponsors
Growth Equity Investors
Institutional investors focused on expansion capital
Family Offices
Single and multi-family offices globally
Credit Funds
Direct lenders, mezzanine, and structured credit providers
Strategic Investors
Corporates seeking minority investments and partnerships
Our network spans North America, Europe, the Middle East, and Asia-Pacific, with particularly deep relationships in key financial centers including New York, London, Dubai, and Singapore.
Our Process
A systematic approach to capital raising that maximizes investor interest, creates competitive tension, and optimizes terms for our clients.
Strategic Positioning
We begin with a thorough understanding of your business, growth trajectory, and capital requirements. This phase establishes the foundation for a compelling investment narrative.
Materials Development
We prepare institutional-quality materials that articulate your investment thesis, demonstrate your market opportunity, and differentiate your company from alternatives.
Investor Outreach
Our global network and systematic outreach process ensures your opportunity reaches the right investors. We leverage both established relationships and targeted expansion to maximize interest.
Due Diligence & Negotiation
We manage the due diligence process efficiently while maintaining competitive tension. Our negotiation support ensures optimal terms across economics, governance, and documentation.
Situations We Address
Whether you're a founder seeking growth capital, a shareholder pursuing partial liquidity, or a sponsor-backed company financing an acquisition, we tailor our approach to your specific objectives.
Founder & Management Capital
Entrepreneurs and management teams seeking growth capital while maintaining operational control and strategic direction.
Recapitalizations
Shareholders seeking partial liquidity or dividend distributions while retaining meaningful ownership and upside participation.
Acquisition Financing
Companies pursuing transformative acquisitions that require additional capital to fund the transaction and integration.
Refinancing & Optimization
Businesses looking to improve their capital structure, extend maturities, or reduce borrowing costs.
Sponsor Portfolio Companies
Private equity-backed companies seeking add-on acquisition financing, dividend recapitalizations, or growth capital.
Pre-Exit Positioning
Companies preparing for a future sale that need capital to achieve scale or metrics that will enhance exit valuation.
Why Palmstone Capital
In capital raising, process and positioning are everything. Our combination of preparation quality, distribution breadth, and negotiation expertise consistently delivers superior outcomes.
Institutional-Quality Materials
Our marketing materials meet the standards expected by sophisticated institutional investors. Professional presentation signals credibility and sets the tone for productive investor conversations.
Broad Distribution
We don't rely on a handful of relationships. Our systematic outreach ensures your opportunity is seen by the full universe of relevant investors, creating competition that benefits your terms.
Process Discipline
We manage tight timelines, maintain competitive tension, and keep multiple parties engaged throughout the process. This discipline consistently results in better outcomes than bilateral negotiations.
Negotiation Expertise
Beyond valuation, we negotiate the full spectrum of economic and governance terms. Our experience ensures you understand the implications of each provision and secure terms that align with your objectives.
Ready to Raise Capital?
We welcome conversations with business owners and management teams exploring capital options. Our initial consultations are confidential, complimentary, and without obligation.