What We Do For You

We help companies determine their optimal capital structure, and then create strategies to find sources of debt and equity capital.  This includes analyzing ideal amounts of leverage for your company to perform at its best, and to deliver the best return to owners with the appropriate amount of risk. 

 

The Value to You

A company with insufficient capital cannot achieve its full potential and is at risk of not carrying out its mission and having the wrong balance of debt and equity can negatively impact returns to owners.  We can work with a company to ensure its capital structure is efficient and adequate to succeed.     

 

Services

The first step in sourcing capital is to determine how much is needed, and we have the models and experience to do this.  We then further analyze the type and cost of various forms of capital and can help you model appropriate targets.   Once targets are established, we can help you move towards building a pitch and building a strategy to seek sources. 

Our team knows all the banks and debt capital lending sources in our Northern Michigan market and can help to identify others on a more regional or national level if required.  Through strong relationships and affiliations, we can help companies seeking equity investment set the correct strategy and make connections.

Example Services:
  • Capital Strategy Planningfinancial modeling dgn advisory
    
  • Financial Modeling
    
  • Transaction Readiness Services
    
  • Commercial Loan Sourcing – New Loans and Re-Finance
    
  • Pitch Deck Creation
    
  • Capital Raise Due Diligence Support

Frequently Asked Questions About Business Capital Sourcing

Q: What is business capital sourcing?

Business capital sourcing involves identifying and securing the right mix of debt and equity capital to support a company’s growth, operations, and return to owners.

Q: What services does Breneman Advisors provide for capital sourcing?

We assist with capital strategy planning, financial modeling, identifying optimal capital structures, sourcing commercial loans, creating pitch materials, and supporting capital raise due diligence.

Q: How do you determine the right amount and type of capital for a business?

We use detailed financial modeling to analyze how much capital is needed and evaluate the cost and structure of various financing options to establish appropriate targets for your company.

Q: Can you help with both debt and equity capital?

Yes. We help identify both debt sources (such as banks and lenders) and equity capital opportunities by leveraging strong relationships and affiliations, particularly within the Northern Michigan market and beyond.

Q: Do you help with refinancing existing debt?

Yes. We support commercial loan sourcing for both new capital needs and refinancing existing loans to improve financial structure or terms.

Q: What is a pitch deck, and do you help create one?

A pitch deck is a presentation used to communicate your business case to potential investors or lenders. We help develop tailored pitch decks as part of your capital raise strategy.