Sterling Risk Advisory provides capital raising advisory for businesses seeking growth capital, development funding, or capital structure optimization. We support management teams through capital raising strategy, investor identification, documentation preparation, and negotiation.

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Our capital raising practice focuses on mid-market private capital transactions - equity, debt, and hybrid structures for businesses seeking £2M to £50M funding.

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Capital Raising Services

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Funding Strategy Development

Strategic guidance on capital raising approach:

• Funding requirement assessment and sizing
• Capital structure optimisation
• Funding source evaluation (equity vs debt vs hybrid)
• Timing and sequencing strategy
• Valuation positioning and expectation management

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Investor Identification and Approach

Support identifying and engaging appropriate capital sources:

• Investor universe mapping
• Targeted investor identification
• Approach strategy development
• Initial investor engagement
• Relationship management through process

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Documentation and Presentation

Preparation of investor-facing materials:

• Information memorandum development
• Financial model review and refinement
• Management presentation preparation
• Data room structuring
• Due diligence response coordination

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Negotiation and Completion

Support through term sheet negotiation and transaction completion:

• Term sheet review and negotiation support
• Legal documentation coordination
• Condition satisfaction management
• Completion process coordination

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Capital Sources

We work across private capital sources including:

• Private equity firms
• Growth capital investors
• Family offices
• High net worth individuals
• Alternative lenders
• Asset-based lenders

Our approach emphasises matching funding requirements with appropriate capital sources based on business characteristics, growth objectives, and management preferences.

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Typical Situations

We support businesses seeking capital for:

• Growth investment and expansion
• Acquisition financing
• Management buyouts
• Shareholder liquidity
• Balance sheet restructuring
• Working capital requirements

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Our Approach

Independent Advisory

Capital raising benefits from independent advisory unconstrained by institutional relationships or placement obligations. We focus on securing optimal terms and appropriate capital partners rather than maximising placement fees.

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Realistic Positioning

Successful capital raising requires realistic valuation positioning and clear investment proposition. We provide objective assessment of funding achievability and investor appetite based on business characteristics and market conditions.

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Process Management

Capital raising involves coordinating multiple workstreams and managing investor engagement. We manage the process systematically, maintaining momentum while ensuring quality investor engagement.

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Engagement Structure

Capital raising engagements are structured on retained advisory basis with success fees aligned to capital raise completion. Fee structures vary based on capital type (equity vs debt) and transaction complexity.

Initial consultations focus on understanding funding requirements, business positioning, and timeline expectations before proposing engagement terms.

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Get in Touch

Contact Sterling Risk Advisory to discuss capital raising requirements. We work with businesses seeking growth capital, development funding, or capital structure optimisation requiring independent advisory support.