Private Equity

Caris & Company's investment bankers act as private placement agents for emerging, small-cap and middle market corporations seeking to raise private equity capital through the sale of equity, equity-related and debt securities in the strategic corporate, private equity and venture capital markets. 

Our investment bankers invest significantly in building and maintaining active relationships with private equity, venture capital, and strategic investors within our focus industries where we are recognized for our ability to closely match issuers with investors. 

Whether for seeking growth or acquisition capital or for seeking to recapitalize a company to achieve shareholder liquidity or a shareholder buyout, we leverage our knowledge of the private equity capital- raising process and markets to provide corporate clients with strategic guidance and professional advice regarding capital formation and structure, timing, securities valuation, pricing, and terms.