Cabrillo Advisors

Capital Formation

Testimonials

“Wade and Cabrillo in general have done a great job for us on both 409a work and M&A activities. Cabrillo is a relatively small and focused Firm, and we are extremely pleased with the attention we receive from Wade and Channing. These guys are true professionals, with extensive knowledge and backgrounds, along with high energy, creativity and integrity. I won't hesitate to recommend Wade and to use his Firm again in the future.”

Gregg L. Burt
President and CEO at Hart Intercivic Inc

Fundraising


Whether you are seeking debt financing or need equity capital to support growth, Cabrillo Advisors' extensive network of strategic and financial lenders and investors positions us to match you with the right resources to achieve your goals.

We'll work with you to develop a compelling investment story for prospective investors to generate strong interest and a competitive environment to optimize rates and terms. We'll also identify and screen potential investors and manage the communications process to minimize disruption to your customers and management team

Capital Advisory Services

  • Strong network of potential investors and lenders.
  • Development of compelling "investment story".
  • Optimization of capital structure.
  • Creation of competitive environment among investors.
  • Negotiation of terms.