Who We Serve
Who We Serve
Empowering Businesses, Investors & Institutions
First Turn Capital provides investment banking services tailored to the needs of private companies, public corporations, family offices, and financial sponsors. Each client has unique objectives, so our team develops customized strategies to execute each complex transaction.
We build, structure, and carry out financial strategies that help businesses scale or transition, delivering solutions that drive measurable results while helping businesses achieve sustainable success.
Strategic Guidance, Real Results
Success in business requires more than capital—it requires clarity, timing, and expert execution. At First Turn Capital, we help business owners and investors make smarter financial decisions through tailored advisory and investment banking services that support growth, transitions, and long-term value creation.
Companies We Serve
We help business owners build, grow, and exit on their terms
We help business owners build, grow, and exit on their terms From founder-led startups to middle-market enterprises, First Turn Capital partners with privately held companies across industries to support critical financial decisions. Whether you’re expanding, recapitalizing, or preparing for a sale, we develop strategic solutions that reflect your goals—and deliver results when it matters most.
Private Companies
We help business owners build, grow, and exit on their termsPrivate companies require carefully structured financial strategies in order to expand, attract capital, or transition ownership. Without access to public markets, every decision regarding capital, M&A, or restructuring must be made with foresight.
First Turn Capital assists privately held businesses in securing capital, acquiring competitors, selling at the right valuation, and preparing ownership transitions.
Public Companies
Financial transactions that drive market valuePublic businesses operate in an environment where investor expectations, regulatory compliance, and financial performance shape every strategic decision. Whether executing M&A, capital raises, or restructuring, these businesses require expertise that extends beyond traditional investment banking.
We provide sophisticated financial solutions for publicly traded companies, ensuring that transactions maximize shareholder value while maintaining operational stability.
Family Offices
Financial strategies for multi-generational wealthFamily offices require long-term financial planning, investment strategy execution, and direct business transaction expertise. Managing generational wealth involves more than preserving assets–it requires strategic investment decisions and capital allocation with long-term financial objectives.
Family Offices
Financial strategies for multi-generational wealthFamily offices require long-term financial planning, investment strategy execution, and direct business transaction expertise. Managing generational wealth involves more than preserving assets–it requires strategic investment decisions and capital allocation with long-term financial objectives.
Why First Turn Capital?
Clear Strategies for a Stronger Future
Strategies Built Around Your Priorities
Every client we work with has their own set of priorities. We build our strategies around them and take the time to understand your structure, challenges, and goals.We Know Markets and the People Behind Them
Our team has worked across industries and market cycles, giving us insight into both the numbers and relationships that move them. We bring this experience to every client we serve.Clear Advice,
No GuessworkOur job isn’t to impress you with complexity—it’s to give you clarity and confidence to act. We’re direct and transparent with our clients every step of the way.
Our Mission: Customizing Solutions for Different Needs
Adapting to Your Needs and Delivering Results
At First Turn Capital, our mission is to meet each client where they are–private or public, early stable or well established–and offer financial advice that’s grounded and actionable. Our goal is to focus on understanding each client’s industry, goals, and challenges so we can build strategies that deliver results.
Our work is rooted in trust, built on experience, and driven by results. We add value through honest insight and deep market knowledge so you achieve your goals no matter the circumstances.
Want to Know What Your Business Is Worth? Let's Talk.
Knowing your company’s value is the first step toward better decisions—whether you’re planning a sale, attracting investors, or simply clarifying your financial position. First Turn Capital delivers accurate, data-backed valuations to help you move forward with confidence.
For inquiries, reach out to our team.What kind of investment services do you provide to family offices?
We help family offices with direct investment strategies, portfolio company transactions, capital structure advisory, and long-term planning.
How are your services different for public vs. private companies?
For public companies, we incorporate capital markets positioning, shareholder communications, and regulatory expectations into the strategy. For private companies, our focus often includes preparing for market entry, ownership transitions, or raising capital.
How involved is First Turn Capital in each client engagement?
We’re very involved. We’re not a passive advisor; we stay close throughout the process. That’s true across all client types.
Can First Turn Capital support portfolio companies of private equity or venture capital firms?
Yes. We frequently work with portfolio companies that need independent support, whether it’s M&A, capital raises, or restructuring. Our team knows how to work within sponsor-backed structures while staying aligned with management.
Does First Turn Capital work with early-stage or only established businesses?
We work with both. Our advisory services are built to support businesses at different stages so long as there’s a clear financial decision to make.
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.