Advisory Services
Turning Business Challenges into Opportunities with Expert Counsel
Smart Solutions and Strategies for Growth
First Turn Capital's advisory services are designed to help private and public companies, family offices, and financial sponsors make informed, strategic financial decisions. Beyond offering guidance, our professionals provide solutions that can improve performance and take your business to the next level.
With our comprehensive market knowledge, access to global investors, and a proven track record in complex transactions, we position businesses to capitalize on opportunities and mitigate risks.
What Are Advisory Services in Investment Banking?
Driving Business Growth with Expert Financial Advisory
Investment banking firms like First Turn Capital provide advisory services to guide businesses in making strategic financial decisions and developing capital structures. Our team helps build and implement plans and explore opportunities that can help organizations grow and improve their financial health.
Companies and organizations rely on First Turn Capital to provide:
- Expert guidance on mergers, acquisitions, and divestitures.
- Access to capital markets for funding growth or restructuring.
- Debt advisory services to manage leverage and liquidity.
- Turnaround strategies for businesses in financial distress.
- Sell-side advisory services for companies preparing for ownership transitions.
Simply put, advisory services aim to resolve client challenges through personalized strategic moves based on relevant data and market analysis.
First Turn Capital's Advisory Services
Expert Advisory Tailored to Your Needs
We partner with businesses in high-impact industries, providing the capital and expertise needed to scale, innovate, and navigate market shifts.
- Initial public offerings (IPOs)
- Follow-on and secondary offerings
- Private placements
- Equity-linked financing
- And more
- Corporate bonds and private debt placements
- Bank capital solutions and syndicated credit facilities
- Mezzanine financing and hybrid debt solutions
- Debt refinancing and restructuring
- And more
- Sell-side advisory
- Cross-border M&A
- Joint ventures and strategic alliances
- And more
- Corporate turnaround strategies
- Debt restructuring and refinancing
- Distressed M&A and special situations
- Operational restructuring and cost optimization
- And more
- Business valuation and market positioning
- Buyer identification and deal structuring
- Transaction negotiation and execution
- Exit planning and shareholder liquidity solutions
- And more
Equity Capital Markets
To raise capital through public or private equity market, you need a team with decades of professional experience and access to the right investors. We advise companies on:
Debt Capital Markets
Managing debt effectively is important for any organization's financial stability and growth. Our team guides clients on:
Mergers and Acquisitions (M&A) Advisory
Mergers and acquisitions drive innovation and introduce companies to revenue growth opportunities, but it's a complex process. With invaluable industry knowledge and successful M&A experience, our investment bankers provide:
Turnaround and Restructuring Advisory
Companies facing financial issues or operational challenges need a strategic plan to regain stability. With decades of experience, our expert team specializes in:
Sell-Side
Selling a business is one of the most significant financial transactions a business owner can make. At First Turn Capital, we maximize valuation and attract the right buyers. Our service offerings include:
Why First Turn Capital?
Trusted Expertise and Tailored Solutions
Client-First
ApproachWe focus on what's best for our clients. With firsthand experience as business owners, we know exactly what it's like to be in our clients' shoes, which helps us make even more strategic moves for success.Expertise Across
Multiple IndustriesOur team has decades of experience advising businesses across multiple sectors, including manufacturing companies, downstream and midstream sectors, and more. It's our goal to help business owners become better decision-makers, no matter the industry.Proven Track
Record of SuccessOver the years, First Turn Capital's top-tier M&A lawyers, CPAs, and wealth management advisors have provided services that have transformed companies and created long-term value. We're a reliable team that provides the expertise to make the right moves at the right time.
Our Mission: Strategic Advisory That Moves Businesses Forward
Your Partner in Smart, Strategic Decision-Making
At First Turn Capital, our mission is simple: to support businesses by providing them with the financial expertise they need to make transformative decisions with confidence while achieving sustainable growth.
Our team operates at high velocity while ensuring the proper execution of operations and transactions. We also believe in leveraging technology for efficiency while maintaining a hands-on approach for lasting change and success.
Want to Know What Your Business Is Worth? Let's Talk.
First Turn Capital's advisory services help businesses make strategic and well-structured financial decisions while prioritizing regulatory compliance. To learn how our advisory services can support your business, schedule a consultation with our senior advisors today.
For inquiries, reach out to our team.What is the difference between consulting and advisory services?
Consultants focus on problem-solving and internal process optimization. They usually work on short-term projects and provide recommendations on efficiency or management, whether it’s to digitally transform operations with solution design or identify and resolve inefficiencies. Meanwhile, advisory services in investment banking focus on strategic financial transactions. For instance, advisors develop financial strategies, structure deals, and manage complicated transactions that impact the organization’s financial health.
What is the purpose of advisory services?
Advisory services help businesses make informed financial decisions that improve their financial health and drive growth. This can include structuring M&As, securing financing through debt or equity markets, restructuring businesses, or providing valuation analysis.
How do I know if my business needs advisory services?
Your business may benefit from advisory services if you are considering major financial decisions such as raising capital, acquiring or merging with another company, selling a business, restructuring debt, or preparing for an IPO.
What industries does First Turn Capital provide advisory services for?
First Turn Capital provides investment banking advisory services across multiple industries, including but not limited to technology and software, healthcare and life sciences, manufacturing, real estate and infrastructure, energy and natural resources, and more.
Is Your Business Ready for a Sale or Strategic Exit?
Why This 60 Second Form Is Worth Your Time
It’s the first step in exploring a potential M&A transaction with First Turn Capital.
- Uncover What’s Driving Your Valuation
- Spot Operational Gaps That Could Kill a Deal
- See If You’re Caught in the Owner’s Trap
- Understand What Buyers Are Really Looking For
Once you complete the form, a member of our senior M&A team will review it and follow up with a confidential, no-pressure call. We’ll walk through your responses, discuss timing, and share what today’s buyers are paying for, along with what they’re avoiding. Whether you're planning for the future or already entertaining offers, this is a smart place to start.
Stay Ahead with Insights Built for Business Owners
Start the Conversation With First Turn Capital
Thinking about a sale? Exploring growth capital? Planning for something in between? It starts with this form.
Give us 60 seconds, and we’ll help you make your next move with confidence.
Join hundreds of owners and executives who receive our monthly updates. We share practical insights on deal activity, valuation trends, and the strategies successful companies use to plan for a sale or partnership. It’s clear, focused content from advisors who understand both sides of the table.