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Services

Corporate Financial Advisory

Independent financial advisory to middle-market businesses — structuring capital, evaluating transactions, and supporting ownership and growth strategies from inception to close.

Corporate Financial Advisory

Overview

CCG's Corporate Finance Group provides financial advisory services to middle-market businesses, working closely with clients to devise the appropriate capital structure to support their ownership requirements and growth strategies. We maintain relationships with private equity firms, venture capital firms, factors, banks, leveraged buyout funds, mezzanine lenders, insurance companies, and finance companies. We assist clients in structuring financing terms, addressing inter-creditor issues, coordinating investor and creditor due diligence, and working with all parties toward a successful closing.

Independent

Free from any investment banking or lending affiliation — guidance is unbiased and aligned with the client.

Middle Market

Focused on the capital, ownership, and growth needs of middle-market businesses.

Full Lifecycle

From strategy and structuring through diligence, negotiation, and closing.

Focus areas

Where we go deep

Financial Analysis

Successful advisement starts with a deep understanding of a business's current and historical fiscal position and its desired outcomes. Our team conducts in-depth financial and logistical analysis — liquidity, asset utilization, cost optimization, asset disposition, and other models benchmarked to industry standards — then develops a strategy to meet client goals, whether that's expense reduction, organic or M&A-driven growth, or financial restructuring to improve overall financial health.

Equity / Debt Capitalization

Securing financing or capital resources is complex. Structuring a favorable deal requires extensive knowledge of debt and equity capital markets, the analytical skill to compare competing offers, and the transaction expertise to maximize value. We help clients develop financing options, identify prospective debt, equity, and joint venture partners, and work with them diligently to obtain the needed capital at the lowest possible cost — whether financing the business, the sale of a company, or the acquisition of another.

Mergers & Acquisitions

Buying, acquiring, or consolidating a company can be an effective path to growth. Our commitment to remaining independent from any investment banking or lending institution ensures unbiased guidance and promotes maximum competition among lending sources to fully leverage value. We support clients across the full M&A process — researching and identifying acquisition prospects, initiating conversations, and recommending strategies for making an offer — providing long-term advice from project inception to completion.

Mezzanine Financing

Mezzanine loans are financings subordinate to a property's first mortgage debt but senior to the borrower's equity. They carry both debt and equity characteristics: a fixed or floating interest rate paid currently by the borrower; collateral in the form of assignments of partnership interest or other subordinate collateral; and equity participation in the cash flow streams and/or residual value of the project.

Real Estate Advisory Services

CCG works with developers, trusts, property owners, public institutions, and investors to facilitate the acquisition, disposition, and development of real estate nationwide. The firm is distinguished by the creativity we bring to transaction structures and investment opportunities.

Public / Private Partnerships

Public-private partnerships have become an essential tool in the U.S. government's development toolbox to help the country meet the challenges of the 21st century. CCG has a track record of working with federal agencies and state and local governments in a collaborative effort to address the development needs of our nation's communities.

Who we serve

Middle-market companies, founder-led businesses, growth-stage enterprises, and developers across industries.

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