Private Companies
We Partner with Private Companies for Financial Stability and Expansion
Who We Serve
As private companies grow, scale, and transition, they face major challenges and financial decisions that require a different level of expertise. First Turn Capital provides investment banking services designed specifically for private companies across Oklahoma, Texas, Kansas, and Arkansas, helping them manage their finances with confidence.
Private businesses operate differently from publicly traded companies. Since they don’t have access to public markets, shareholder pressures, or the same liquidity options, they need a specialized approach to financial strategy, capital raising, mergers and acquisitions, and ownership transitions.
What Counts as a Private Company?
Defining Private Companies
A private company is any business that is not publicly traded on the stock market. This includes:
- Family-owned businesses looking to grow, transition ownership, or raise capital.
- Mid-sized or large private enterprises seeking expansion through acquisitions or investments.
- Private equity-backed companies preparing for their next stage of growth or a strategic exit.
- Founder-led businesses considering outside investment, restructuring, or a sale.
- Closely held corporations that need investment banking expertise for mergers, liquidity events, or recapitalization.
Investment Banking Services for Private Companies
Customized Investment Banking Solutions for Your Business
- Raise equity financing through private placements or direct investment from institutional investors.
- Secure debt financing with structured lending solutions that fit your company’s financial profile.
- Connect with private equity firms, venture capitalists, and strategic investors to fuel long-term growth.
- Sell-side advisory: Helping business owners maximize valuation and secure the right buyer.
- Joint ventures and strategic partnerships: Managing business alliances that boost growth in the long term.
- Valuation services to determine the true and fair value of the business.
- Exit strategy development to maximize financial return and ensure a smooth transition.
- Negotiation and structuring expertise to secure optimal deal terms for sellers.
- Refinance and restructure debt to improve liquidity and cash flow.
- Optimize capital structures for financial flexibility.
- Develop long-term financial industries based on industry trends and market opportunities.
Capital Raising for Growth and Expansion
Securing the right capital is required for expansion, acquisitions, product development, and operational movements. We help private companies:
Mergers and Acquisitions (M&A) Advisory
M&A transactions can create new market opportunities and operational improvements. However, they need to be executed properly. First Turn Capital provides:
Ownership Transitions and Business Sales
Private business owners often need guidance on succession planning, liquidity events, or full company sales. We offer:
Financial Restructuring and Strategic Advisory
In the face of economic shifts, industry disruptions, and internal challenges, First Turn Capital helps businesses:
How Private Companies Benefit from First Turn Capital’s Services
Helping Private Companies Achieve Their Financial Goals
Partnering with First Turn Capital provides private business owners and executives with access to high-level financial expertise that can help them make strategic decisions based on data and reliable insights.
Access to Institutional Capital and Strategic Investors
Private companies don’t have public stock offerings to raise funds, but we connect them with capital sources that work with their growth objectives.Expert-Led M&A
TransactionsSelling or acquiring a company is a high-stakes process. Our investment bankers handle the valuation, negotiation, and deal structuring processes and optimize them for success.Confidential Capital
AdvisoryPrivate companies require confidentiality when discussing acquisitions, capital raises, and ownership transitions. First Turn Capital operates with absolute discretion.Business Growth Without Unnecessary Risk
Growth is important, but we make sure that companies secure financial solutions while maintaining stability in the long term.
Why First Turn Capital?
Strategic Support Built for Longevity
Founder
FocusedOur approach is tailored for closely held businesses navigating growth or ownership transitions.Clear Business
ValuationWe help you understand your company’s worth—and unlock its full potential.Built-In
ContinuityWe guide owners through exit planning, recapitalization, and strategic growth without disruption.
Our Investment Banking Experts: Trusted Advisors for Private Companies
Financial Partners for Private Businesses
Beyond functioning as capital advisors, First Turn Capital’s investment bankers are your strategic partners. Our team brings extensive experience in corporate finance, M&A, capital markets, and financial structuring, giving private companies access to resources and industry knowledge typically reserved for large public companies.
First Turn Capital Also Serves:
Take Control of Your Business’ Financial Future by Partnering with First Turn Capital
Businesses looking to raise capital, acquire another business, restructure finances, or prepare for a sale need proven strategies executed by investment bankers with decades of experience. First Turn Capital is here to help you make the right financial moves at the right time.
Connect with First Turn Capital Today!What investment banking services do private companies typically need?
Private companies often require capital raising, M&A advisory, business valuation, and financial restructuring services. Whether you’re looking to grow, transition ownership, or improve liquidity, First Turn Capital provides the expertise and access to resources that help you make confident, informed financial decisions.
Can private companies raise capital without going public?
Yes. Private companies can raise capital through private placements, strategic investors, and structured debt financing. We help connect businesses with institutional investors, family offices, and private equity firms—unlocking capital without public market exposure.
How do I know if my business is ready to sell or transition?
If you’re considering a sale, succession, or partial liquidity event, our team can help you determine readiness. We evaluate your company’s financial health, growth potential, and market conditions to develop a strategy that maximizes value and ensures a smooth transition.
What is the difference between a strategic buyer and a financial buyer?
A strategic buyer is typically another business that sees operational value in acquiring your company. A financial buyer, such as a private equity firm, is focused on return on investment. First Turn Capital helps you evaluate both options to find the right fit for your goals.
How are private companies valued?
We use a variety of valuation methods based on cash flow, market comparables, and strategic positioning. Our goal is to provide a fair market valuation that reflects both current performance and future growth potential—especially important during a sale or capital raise.
What role does First Turn Capital play during a transaction?
We use a variety of valuation methods based on cash flow, market comparables, and strategic positioning. Our goal is to provide a fair market valuation that reflects both current performance and future growth potential—especially important during a sale or capital raise.
Can First Turn Capital help with growth if I’m not looking to sell?
Absolutely. Many private companies partner with us to raise growth capital, restructure debt, or explore acquisitions. We provide flexible strategies to support expansion while maintaining operational control and ownership.
How does confidentiality work in private company transactions?
Confidentiality is a top priority. We conduct outreach, negotiations, and due diligence with strict discretion to protect your company’s reputation, employee morale, and ongoing operations throughout the process.
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.