CMIB

Capital Raising to Promote Growth

CMIB

Capital Raising to Promote Growth

To Dilute or to Borrow?

Equity is not as inexpensive as it seems, Leverage can suffocate, so which one then?

Find Out How

Capital Raising to Promote Growth

Our professionals serve as agents to our small and middle market clients. Our strategy enables us to guide clients to meet their financial objectives by providing support from beginning to end of a deal. Our process consistently enables transaction success, which we credit to our collective years of experience. Occams offers capital raising services for Growth Capital as well as for Acquisition Financing. We have proven expertise in Debt Financing and Restructuring as well as Project & Real Estate Finance.

Our process is tailor-made to our clients and consistently produces successful results and satisfied clients. In approaching a capital raise assignment, our team has a foolproof methodology, which begins with a preliminary discussion regarding our client’s expectations, deadlines, and objectives. We conduct a thorough examination of the client’s business and financial health before a rigorous evaluation of alternative transaction opportunities. While assessing these opportunities we additionally work to minimize foreseeable risks and problems. We identify potential financial and strategic investors that align with our client’s goals and market the business to these investors. We market our business to investors and negotiate the terms in the best interest of our clients. We provide assistance from the start to a closing of the transaction. Our team works tirelessly to guarantee our client’s definition of success.

Top 3 Awards in 2024

Celebrating Excellence: Top Accolades in Business and Workplace Environment

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The Future of R&D Tax Credits: Adapting to Emerging Technologies

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Blog At A Glance: Executive Summary Introduction Understanding Emerging Technologies Identifying Qualifying R&D Activities Documentation and Compliance Case Studies Adapting Documentation and Compliance for New Technologies Future Trends in R&D...

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Breathing Life Back into Business: A Staffing Company’s Success Story

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Blog At A Glance: Understanding Ms. Terri's Needs: Discovering the Tax Credit Lifeline: A Turning Point for Ms. Terri's Business: Beyond Recovery, a Renewed Partnership: At Occams Advisory, we're passionate about empowering businesses to thrive. Recently, we...

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How Occams Advisory Helped a Local SME Maximize Tax Advantages

May 8, 2024

Blog At A Glance: Client Challenge Solution Results Client Testimonial ConclusionClient: B**N*A Logistics (Logistics) Challenges: Many small and medium-sized businesses (SMEs) struggle to stay informed about the ever-changing tax landscape. This can lead to missed...


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help-box

Unleash THE
OCCAMS WAY

We offer a FREE 30-minute consultation to help you identify areas of your business or personal finances where you can get immediate results by using our evidence-based approach to superior results.

Grow your Company with us

Get Instant Help

Get in touch with our team via live chat. They are available 24x7.

Buzz us in! We will reply within 2-4 business hours.