Investment Banking
Strategic Solutions for Market Leaders and Emerging Businesses
Big financial decisions need sharp strategies.
First Turn Capital provides investment banking and advisory services, helping private and public companies, family offices, and financial sponsors make the right financial decisions with the right strategies. We work with firms across the United States.
First Turn Capital provides investment banking and financial solutions including
- Risk management
- Capital brokering
- And More
As a financial services company, our team provides strategic guidance for high-stake, complex financial transactions and investment decisions to a broad range of corporations and entities.
You'll work with senior bankers who bring expertise on par with top professionals from the biggest investment banks in the country. You'll gain capital advice relevant to your industry as well as in emerging markets, bringing you closer to your goals.
What Is Investment Banking?
About Investment Banking
Investment banks play an important role in helping businesses like yours secure the funding, strategies, and partnerships needed to move forward. We connect companies with capital and advise on high-value transactions and financial decisions that can change the course of businesses.
Investment Banking
vs.
Commercial Banking
The commercial and investment banking industries are two separate things. While investment banking focuses on corporate finance, commercial banking manages deposits, withdrawals, and lending. In other words, investment bankers are strategic partners in finance, offering corporate and investment banking services to corporate clients, while commercial banks handle daily transactions and basic capital solutions.
Proven Industry Expertise in Complex Markets
Powering Ambition with Smart Finance
Not all investment banks strike the right balance between strategic insight and execution. From our investment banking analyst to our most experienced members, our team understands market volatilities and the local and global financial landscape as a whole—and how these can affect your long-term goals.
Every industry moves differently. Some are capital-intensive. Some are driven by tech innovation. Others require careful regulatory navigation. First Turn Capital doesn't just execute deals—we tailor them to your market and specific circumstances.
Every industry moves differently. Some are capital-intensive. Some are driven by tech innovation. Others require careful regulatory navigation. First Turn Capital doesn't just execute deals—we tailor them to your market and specific circumstances.
Industry Coverage
Our team has deep expertise in various businesses in the middle market across a range of industries, including:
- Energy sector
- Business services
- Software and technology
- Oil and natural gas industries
- Downstream and midstream
- Construction supply
- Equipment rental companies
- Industrial infrastructure
- Healthcare
- Manufacturing
What We Do
We're here to help your business grow, improve, and succeed through smart financial approaches and decisions. Our investment banking services include:
- Mergers and acquisitions advisory (M&A services)
- Capital raising (private entities, stock and debt markets, etc.)
- Securities underwriting
- Financial modeling
- Wealth management or cash management
- Fixed income and asset management
- Financial restructuring
- Investment management
- Business valuations
- And more
Who We Serve
Empowering Businesses, Investors & Institutions
Private Companies
We work with private companies like family businesses, startups, and enterprises and help them scale, raise capital, and plan exits.Public Companies
We advise publicly traded businesses on M&A, financing, and shareholder strategies.Family Offices
Investing for generational wealth? We help family offices manage investments of high-net-worth individuals, acquire businesses, and diversify portfolios.
Financial Sponsors
We partner with private equity firms, venture capitalists, and institutional investors to help them find and execute high-value opportunities.
Investor Relations
Financial Transparency and Investor Confidence
Strong investor relations center on building trust. At First Turn Capital, we help companies maintain healthy relationships with their investors with our advisory services.
Let Our Investment Bankers Help You Grow
Do you need a team to help you buy, sell, raise capital, or restructure? With expertise comparable to top global investment banks and financial institutions, First Turn Capital is ready to help you achieve your goals.
Smart Investments Start with the Right Partner
Strong investor relations center on building trust. At First Turn Capital, we help companies maintain healthy relationships with their investors with our advisory services.
Frequently Asked Questions
Clarity in Complexity for Smarter Financial Decisions
What exactly does investment banking do?
Investment banking guides companies through the process of raising capital, executing mergers and acquisitions (M&A), and other significant financial transactions or decisions. For example, they raise money through stock or bond offerings, advise on M&As, provide valuation services, help companies restructure debt, and offer financial analysis and guidance.
How is investment banking different from commercial banking?
Both are part of the financial industry, but investment banks are in charge of large corporate finance transactions, such as mergers, acquisitions, and IPOs. Meanwhile, commercial banks service individuals and businesses with everyday financial services like checking and savings accounts, capital solutions, and credit lines.
Who needs investment banking services?
Some examples of entities that benefit from investment banking services are private and public companies, family offices, high-net-worth individuals, private equity firms, financial institutions, and government clients.
How do investment banks help companies raise capital?
The main ways to raise capital are equity financing (selling company shares or stock to investors) and debt financing (issuing bonds or securing capital solutions through the debt capital markets).
How do investment banks determine the value of a company?
Investment banks usually use comparable company analysis (CCA), precedent transactions, discounted cash flow (DCF), and asset-based valuation to determine a company’s value.
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.