An entire platform in your corner.

Private Equity in a Box™: we raise the debt and equity, and source the industry experts and operators who drive diligence and value creation. Every one is curated for the independent-sponsor model.

Two partners in conversation in a sunlit office

What's in the box

Two services. One deal team.

Capital advisory gets the deal funded. Our Brain Trust helps you test the thesis, build credibility, run diligence and drive value creation.

01Gets the deal funded

Capital advisory

We raise the debt and equity for each acquisition, in one competitive process.

  • Debt and equity, together2,000+ institutional investors, scored for your deal by our proprietary AI.
  • A market read firstBefore you sign the LOI, know how institutional investors will view your deal and what their key issues will be.
  • Real competitive tensionSeveral investors, different structures, so you choose the terms.
How a capital raise works
02Makes the deal stronger

Brain Trust

Industry experts and operators, from first look to long after close.

  • ThesisIndustry experts and river guides who sharpen your thesis and add credibility with the seller and financing sources.
  • DiligenceIndustry specialists and operators who pressure-test the deal and shape the value-creation plan.
  • Value creationOperating partners, recruiters and fractional executives for the first 100 days and beyond.
See the Brain Trust
One deal teamOne engagementOne point of contact, from first look to long after close
A train streaking through a station in motion blur

Competitive tension

Speed shows conviction. Tension sets the terms.

The whole stack

One process for every tranche of capital.

Senior debt, junior capital and equity, raised at the same time, so you compare structures and choose the terms that fit your plan.

See how a raise runs
Senior debtJunior capitalSponsor and rollover equityOutside equityIllustrative

The real alternative

Why not raise it yourself?

Plenty of independent sponsors do. Here's what changes when an advisor runs the process and you run the deal.

Read the full guide
A sponsor and a deal professional working through terms at a table

Focus

Brewers stopped running power plants.

Breweries once generated their own electricity. It never made the beer taste better. A capital raise is your power plant: essential, but not where you win. We run the process, so your hours go to what makes your deal better, and your investor relationships stay yours.

Distance

Great athletes don't negotiate their own contracts.

The investor across the table becomes your partner, often on your board. We run the competitive process and carry the hard conversations, so you can push on terms without pushing your future partner.

On your ownWith CapHub
ReachYour existing relationships2,000+ institutional investors, scored for the deal
Your timeOutreach, NDAs and tracking on top of diligenceWe run the process. You focus on diligence, the value-creation plan and your next deal.
LeverageOne or two term sheetsCompetitive tension at every step
RelationshipYou negotiate directly with your future partnerWe carry the hard conversations, so the partnership starts clean
CredibilityRests on you aloneDeal professionals with private-equity, private-credit and sponsor backgrounds behind you
ExpertiseSource your own QoE, river guide and expertsDiligence, operating-partner and expert providers on call
CostNo fee, but your time and broken-deal riskSuccess fee, paid only if you close

Fees

Paid when you close. Not before.

On capital raises, we earn when your deal closes.

$0

Upfront on capital raises. No retainers, no hourly bills.

Success

A fee on capital raised, paid only when your deal closes. Terms set in your engagement letter.

By service

Expertise is priced per service. ExpertSource calls are paid per call.

Who we work with

Built for deal-by-deal buyers.

Silhouettes looking out over a city from a high floor
WhoIndependent sponsors, financial entrepreneurs and family owners operating without a committed fund
Deal sizeMiddle-market companies, generally $20–150M of enterprise value
CapitalSenior and unitranche debt, junior capital, preferred and common equity, co-invest
SectorsWe operate across most sectors of the U.S. economy. Our capital advisory work focuses on established companies, so we generally avoid early-stage companies, biotech, and specialized industries such as oil and gas
TimingStart pre-LOI for a read on market receptivity; outreach to institutional investors typically begins after the LOI. The Brain Trust is available anytime.
What we don't doWe don't raise committed funds, and we don't run sell-side processes

Have a deal in sight?

Share the basics and a CapHub deal professional will come back with a read on appetite, structure and next steps.

Get a market read