CAPITAL RAISING AND M&A ADVISORY FOR GROWTH-STAGE COMPANIES

Intersection Capital specializes in capital raising and M&A advisory for growth-stage companies. Our Velocity™ Framework helps founders and executives secure funding, pursue strategic exits, and close complex deals with confidence and speed.

CLOSING DEALS

Over many years we’ve learned how easy it is to start a financial offering and even to get a “Letter of Intent” for a deal, but going beyond an “LOI” and getting a transaction closed is a daunting task, one requiring significant expertise to guide all the interested parties to the closing table. This has to be done well (in a timely way) because the consequences are material – success means jobs are created, millions or billions of dollars of value is unlocked and lives are changed. But there are a thousand ways to fail in getting a deal done, and failure can permanently alter the direction of an enterprise.

“Using a curated, confidential approach, we target only serious buyers and high-probability capital partners. This ensures minimal disruption to your operations—and a dramatically higher success rate.”

To this day, most advisory firms follow the same playbook – one that was created in the 1970s. Common practice is to quickly write a template deal book, distribute the offering as widely as possible, and hope it leads to a number of interested parties. In the best case, this kind of cattle-call is a huge drain on management resources and a deal rarely gets done unless heavy discounts are involved. The numbers show that less than 30% of these processes are successful in creating a deal.

Our firm, launched in 2010, was founded on a highly evolved playbook. Using our Velocity framework, we run a clean, focused process to real buyers, and avoid shopping a deal to a broad market. This confidential process typically yields a group of highly curated targets. The result is a closed transaction rate in excess
of 80%.

OUR CAPITAL RAISING AND M&A ADVISORY FRAMEWORK

The Velocity™ Framework was built to align buyers and sellers with speed and certainty. This refined methodology allows us to:

  • Craft compelling investment narratives tailored to key decision-makers.
  • Engage a short list of pre-qualified buyers and investors.
  • Guide stakeholders from initial interest to final close with precision.

The result? An 80%+ close rate on engagements—more than double the industry average. 

Inspired by the frameworks presented in Oren Klaff’s Pitch Anything.

WHAT WE DO: CAPITAL RAISING AND M&A ADVISORY SERVICES

M&A Advisory (Sell-Side & Buy-Side)

We structure transactions that maximize value and close with speed. Whether you’re exploring an exit or acquiring strategic assets, our team ensures discretion, efficiency, and alignment.


Capital Raising (Equity & Debt)

We help companies raise both equity and debt capital to fuel growth, acquisitions, or restructuring. Through our targeted approach, we connect you with the right capital partners—whether you’re looking to scale, exit, or optimize your balance sheet.

 

Retail Capital Raising

We enable accredited retail investors to participate in institutional-quality deals. By aligning them with our strategic partner network, we unlock alternative capital sources that complement traditional institutional funding.

Partnering with RIAs

We work with top-performing Registered Investment Advisors (RIAs) to provide access to differentiated private investment opportunities. Our curated deal flow enhances the range of options RIAs can offer their clients.

WHO WE SERVE

Our capital raising and M&A advisory services are built to serve decision-makers actively involved in raising capital, executing acquisitions, or accessing premium private deals.
 
  • Founders and CEOs seeking $10M+ in equity or debt capital  
  • Businesses preparing for sale or recapitalization  
  • Operators pursuing strategic acquisitions  
  • Institutional investors and RIAs looking for quality deal flow

READY TO RAISE CAPITAL OR SELL YOUR BUSINESS?

Let’s talk about how our Velocity™ process can help you unlock strategic growth, capital, or exit opportunities. You’ll get honest insight — no fluff, no endless pitch decks.