Your Full-Service Accounting + Business Growth Advisory Partner

Capital Formation Advisory

Innovative financing solutions for all stages of a company’s lifecycle

Companies require financing at various stages in their lifecycle for a variety of reasons:

  • To determine the right uses and the right sources of capital.
  • To open a new facility or enter a new market.
  • To buy out a partner or acquire another business.
  • To prepare for a public offering or go private.

Whatever stage your company is in, Wiss Capital Advisors can help you make the right financing decisions. We can advise on securing equity capital for growth-oriented companies, including expansion capital and pre-IPO financing. We can help you secure financing for a management buyout, management buy-in, or corporate divestiture.  And we have the experience and expertise needed to help you in special situations, including acquisition financing, public-to-private transactions, and corporate restructurings.

Our Capital Formation Advisory Services Include:

Equity Capital for Growth

  • Expansion capital
  • Pre-IPO financing

Special Situations

  • Acquisition financing
  • Public to private
  • Corporate restructuring 


  • Management buyouts
  • Management buy-ins
  • Corporate divestitures 

How can Our Transaction Advisory team help you?

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