What We Do
Supporting Businesses Through Major Financial Decisions
Expert Advisory. Powerful Solutions
Major financial decisions such as mergers, acquisitions, raising capital, and restructuring debt significantly shape the future of a business. With decades of financial services industry expertise, First Turn Capital guides companies, financial sponsors, and family offices through complex financial moves with effective strategies and expert execution.
First Turn Capital's expertise includes (but is not limited to) mergers and acquisitions (M&A), capital raising, financial restructuring, and strategic advisory.
We work with businesses to create and manage the financial strategy they need to succeed—whether they're growing, selling, or restructuring.
What Is Investment Banking?
Your Guide to High-Stakes Banking
Full-service investment banks typically provide advisory services and manage complex financial transactions. Unlike commercial banking, which deals with managing checking and savings accounts or approving business capital solutions, investment banks serve to financially set up companies for success.
- Mergers and aquisitions (M&As)
- Financial restructuring
- Business valuation & strategic advisory services
At their core, investment banking divisions and professionals focus on helping businesses grow, adapt, and succeed in their industry. Depending on the business's needs, this can involve raising capital, asset management, exploring a merger, or restructuring its finances.
Mergers and Acquisitions (M&A)
Smart Strategies for Growth and Expansion
Mergers and acquisitions can completely change the future of a business. Done right, they can create new opportunities, bigger market share, and stronger financial positions. Mistakes and errors, on the other hand, can be costly.
At First Turn Capital, we help businesses buy, sell, or merge strategically. We make sure the process is well-planned, well-structured, and well-executed. We focus on:
- Growth opportunities
- Deal structuring
- Negotiation and due diligence
- Smooth integration between companies
With the right strategy and execution, businesses can grow stronger, more competitive, and better positioned for the future.
Financial Restructuring
Restructuring for Stability
Businesses go through ups and downs. If debt is piling up, cash flow is tight, or operations aren't running efficiently, financial modeling or restructuring can be the answer to stabilizing your business and setting it up for a stronger future.
Our restructuring services include:
- Debt restructuring
- Operational restructuring
- Turnaround planning
Every business hits rough patches, but the right strategy can turn things around. At First Turn Capital, we help businesses regain stability and move forward with confidence.
Business Valuation & Strategic Advisory
Maximizing Value, Minimizing Risk
At First Turn Capital, we provide market-driven, data-backed valuations that reflect the true value of your business. Our valuation is based on:
- Revenue, profit margins, and financial performance.
- Industry trends, market demands, and competitive positioning.
- Growth potential and strategic opportunities.
Beyond valuation, we offer expert capital advisory services to help our corporate clients:
- Identify new market opportunities.
- Prepare for initial public offerings (IPOs) or major funding rounds.
- Structure long-term financial growth plans.
Why Choose Us
Our expertise and commitment set us apart
Expert Team
Former SBA underwriters streamline the process.Speed
We close capital solutions 40% faster than competitors.Tailored Service
Customized solutions that match your unique business model.
Our Mission: Practical Strategies That Create Lasting Impact
Solving Problems and Creating Opportunities
At First Turn Capital, our mission is to help businesses make smart financial decisions with clarity and strong strategies behind every move. We work closely with leadership teams, owners, and investors to identify what's possible—not just on paper, but in the actual market.
Our services are built around real numbers, real trends, and real opportunities. More than anything, we care about outcomes, so we help our clients think several steps ahead. This way, every decision made today supports the business they want tomorrow.
Let's Talk About Your Next Big Financial Move
Looking to buy, sell, raise capital, or restructure? Or perhaps you need help with investment decisions. Whatever it is, we're ready to help you get the best possible outcome with the best strategies.
For inquiries, reach out to our team:What is investment banking in simple terms?
The investment banking industry provides services such as mergers and acquisitions (M&A), capital raising, financial restructuring, investment banking underwriting, equity research, and strategic advisory. In simple terms, investment bankers work with organizations to structure and execute major financial transactions.
What is the role of the investment bank in the stock market?
Investment banks help companies enter, operate, and thrive in the stock market by facilitating initial public offerings (IPOs), secondary offerings, and equity financing. We guide businesses through the process of going public, pricing stock offerings, and attracting institutional investors. Additionally, we advise clients on market trends and valuation strategies to help them succeed in publicly traded environments.
How does investment banking differ from traditional corporate finance?
Professionals in the investment banking career path focus on high-value financial transactions (e.g., company acquisitions, capital market activity, and debt restructuring) rather than day-to-day corporate financial management. While corporate finance handles budgeting, financial planning, and operational funding, investment banking primarily deals with structuring and executing strategic deals that help businesses grow or transition.
Who are institutional clients?
Institutional clients include:
- private equity firms
- hedge funds
- mutual funds
- insurance companies
- and pension funds.
These are large financial entities that invest on behalf of multiple stakeholders. First Turn Capital assists institutional clients by sourcing investment opportunities, structuring acquisitions, raising capital, and managing complex financial transactions to maximize returns and strategic positioning in capital markets.
What types of businesses benefit most from investment banking services?
Investment banking is particularly valuable for mid-sized and large private companies, publically traded corporations, and financial sponsors looking to expand, restructure, or exit the market profitably. Companies in tech, healthcare, manufacturing, real estate, and financial services frequently engage investment bankers for assistance with capital raising, mergers, and shareholder transactions.
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.