About Us
About First Turn Capital
Oklahoma-Based. Nationally Trusted. Personally Invested.
First Turn Capital is a boutique investment banking and business advisory firm headquartered in the Bricktown district of Oklahoma City. We specialize in mergers and acquisitions, capital raising, and strategic debt financing for middle-market companies across Oklahoma, Texas, Arkansas, and beyond.
Our clients are business owners, operators, and investors navigating major decisions—whether that’s preparing for a sale, pursuing an acquisition, or restructuring for growth. We bring clarity, strategy, and follow-through to help you move forward with confidence.
Why Owners Work With Us
We’re not here to sell—we’re here to guide.
Listening First, Protecting Your Legacy
Before we talk numbers, we listen. We take time to understand your goals—personal, financial, and operational—because a successful exit isn’t just about a high offer. It’s about protecting what you’ve built and finding the right next chapter for your team, your brand, and your legacy.
As former owners ourselves, we know what’s at stake. Many first-time sellers leave 20–40% of their company’s value on the table simply because they don’t have the right advisor. That’s why we work exclusively with sellers—no split loyalties, no conflicts of interest, just clarity and advocacy from start to finish.
Start With Strategy, Not Assumptions
Let’s map your goals before diving into numbers.
Built by Business Owners, Not Bankers
Built by Business Owners, Not Bankers
We know what it’s like to be on your side of the table. Our founder didn’t start in a boardroom—he started, scaled, and sold multiple companies himself. He’s lived the complexity of exiting a business and understands the real risks that come with negotiating against institutional buyers. That’s why First Turn Capital exists: to fight for founders and deliver practical, experience-based advisory that protects what you’ve built.
Work with a team that understands your journey from the inside out.
Talk to a Founder-Led TeamBacked by Oklahoma’s Top Deal Team
Experts You Know. Results You Can Trust.
We’ve assembled one of the most experienced M&A teams in the region, right here in Oklahoma City. Our extended team includes top-tier corporate attorneys, CPAs, and wealth advisors who work alongside us to provide seamless guidance at every step—transaction structuring, tax planning, post-close strategy, and beyond.
Local Expertise, National Reach
Put our regional network and national experience to work for your business.
Meet the Deal TeamWhat Sets Us Apart
Experience, Empathy, and Connection
Real Operators,
Not Just BankersOur team has led, grown, and sold businesses—not just advised from the sidelines.
No Pressure,
Just PerspectiveWhether you're planning a sale or just exploring options, we start with a conversation.
Deep Local Ties
We’re embedded in the Oklahoma business community and collaborate with your existing advisors.
Custom Support,
Confidential ApproachFrom quiet buyer outreach to strategy behind the scenes—we protect your legacy.
Clarity Starts With a Conversation
Let’s talk about what you want—before jumping into what’s next.
Who We Serve
First-Time Sellers and Experienced Owners Alike
We work with privately held businesses across a wide range of industries—from medical and dental practices to logistics, software, MEP trades, and manufacturing.
- Medical & dental practices
- Veterinary clinics
- Commercial MEP services
- Logistics & transportation
- Food service & manufacturing
- Tech-enabled and SaaS companies
- Infrastructure and industrial services
Industries we support include
Services That Drive Results
Experience, Empathy, and Connection
We work with privately held businesses across a wide range of industries—from medical and dental practices to logistics, software, MEP trades, and manufacturing.
Investment Banking
Our investment banking services help business owners raise capital, align shareholders, and prepare for transformational deals. Whether you’re managing board dynamics or seeking new capital partners, we provide experienced support with institutional-grade execution.
- Market Value Analysis
- Capital Raising
- Investor Relations
- Advisory Services
- Equity Capital Markets
- Debt Capital Markets
- M&A Advisory
- Turnaround & Restructuring
- Sell-Side Advisory
Strategic Execution From Start to Finish
From raising capital to preparing for sale, we help you lead with confidence.
Capital Raising (Equity & Debt)
We help companies secure the right funding to grow, restructure, or stabilize. Our capital solutions are designed around your business—not someone else’s agenda.
Investor Relations
Investor Relations & Shareholder Strategy
We support leadership teams in managing investor communications, board alignment, and long-term shareholder value.
Capital Solutions
Our Capital solutions are designed for real-world business challenges—not off-the-shelf lending. We work with companies facing growth demands, cash flow strain, or major transitions, structuring custom capital strategies to match your goals and operating needs.
- Working Capital Capital Solutions
- Mezzanine Capital Solutions
- Unitranche Capital Solutions
- Asset-Based Capital Solutions (ABL)
- Equipment Financing
- Line of Credit
- Structured & High-Risk Debt Solutions
- First Lien / Senior Secured Capital Solutions
- Subordinated and Unsecured Debt
Smarter Lending for Complex Needs
We build capital strategies around your business—not the other way around.
Valuation & Market Value Analysis
Get the clarity you need before your next move. Our MVAs benchmark your business against current market conditions, helping you understand its worth and what could increase its value.
Turnaround & Restructuring Advisory
For businesses facing financial stress or significant change, we offer hands-on restructuring support to help you move quickly and decisively.
Mergers & Acquisitions
Mergers & Acquisitions (Sell-Side & Buy-Side)
Selling or acquiring a business is more than a transaction—it’s a turning point. We manage each step of the M&A process to protect your valuation, timeline, and legacy, with tailored support for both first-time and seasoned operators.
- Consolidations
- Selling Your Business
- Comparative Market Analysis
- Acquiring a Business
- Value Growth Consulting
Exit Confidently—On Your Terms
Let’s build a plan that protects both valuation and legacy.
Asset-Based Lending
If your business has valuable equipment or receivables, we help turn those assets into working capital with collateral-backed lending options.
Structured Debt Solutions
When traditional lending doesn’t quite fit, we build creative, multi-layered capital structures for growth, transitions, or turnarounds.
Clarity Starts With a Conversation
Your Next Chapter Starts With Clarity—Not Pressure!
Whether you're planning a sale, exploring financing, or just want a clearer picture of your company's value—we’re here when you're ready.
Meet Our Leadership Team
A Team Built on Experience, Strategy, and Trust
Our leadership team brings decades of combined experience as operators, advisors, and dealmakers. With roots in both Texas and Oklahoma, they’re committed to helping business owners navigate their most pivotal moments.
Oklahoma Office
Let’s Build What’s Next—Together
Experience, Empathy, and Connection
Whether you're preparing to sell, raising capital, or just want to understand what your business is worth, we’re here to talk strategy—not just transactions.
Start with a conversation that puts your goals first.