Baker Tilly
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Capital Sourcing

Funding corporate growth requires a holistic view of the financial and operational goals of a business. Having strong relationships with capital sources can help you meet your objectives.

Capital Sourcing

  1. Article
    Exterior stairs lead up signifying the future, recovery

    Patience and planning create private equity opportunities

  2. Article
    silhouette of people talking, meeting

    Private equity dealmaking in the middle market: A surprising resilience

  3. Article
    skyscraper looking up clouds

    Despite inflation, middle market firms have options to position themselves well for profitable deals

  4. Article
    Baker Tilly Capital 2018 year in review

    Baker Tilly Capital 2018 year in review

  5. Case Study
    Construction project leaders review the construction contracting process

    Bringing a Kansas City building back to life

  6. Webinar
    HUD Notice 2018-04: Rethink your recapitalization strategy

    HUD Notice 2018-04: Rethink your recapitalization strategy

  7. Case Study
    Handshake in the sunlight

    American Provenance secures equity funding from Winnebago Seed Fund and Tru Fragrance & Beauty

  8. Case Study
    Colorful buildings in the city

    TRI Holdings, LLC secures financing to complete new Duluth Trading Company headquarters

  9. Webinar
    It's all about the money

    It's all about the money

  10. Webinar
    Optimizing your portfolio: A development guide for housing agencies webinar series

    Optimizing your portfolio: a development guide for housing agencies webinar series

  11. Webinar
    Building a Foundation: An Overview of the Development Lifecycle

    Building a foundation: An overview of the development lifecycle

  12. Case Study
    Development partnership succeeds in first attempt to secure competitive financing for the construction of a new $20 million veterans housing building

    Development partnership succeeds in first attempt to secure competitive financing for the construction of a new $20 million veterans housing building

  13. Article
    Construction project planning meeting

    Site selection: effectively closing the deal

  1. Michael Demers

    Michael Demers

    CFA

    Managing Director

  2. Paul Johnson

    Paul Johnson

    Managing Director

  3. Baker Tilly Professional

    Jed Mecham

    ASA

    Senior Vice President

  4. Michael Milani

    Michael Milani

    Principal

  5. Tracey Nguyen

    Tracey Nguyen

    J.D., MBA

    Principal

  6. Lisa M. Van Lieshout

    Lisa M. Van Lieshout

    CPA

    Managing Director

At a glance

Baker Tilly Capital

Raising capital can be challenging for business owners. Baker Tilly Capital offers refinancing, acquisition financing, project financing, growth equity, debt and equity recapitalizations, mezzanine debt, management buyouts, and partial shareholder buyouts

There are many challenges businesses face when working to raise capital.  Whether you are looking for senior debt, mezzanine financing or equity to fund organic growth, an acquisition or a recapitalization, our team of industry specialized investment bankers can help you identify and prioritize your options.  Combining strong relationships with trusted capital sources, we provide the financing expertise and experience resulting in successful capital sourcing. Organizing a financing takes a strategic and structured approach.  We specialize in offering middle-market private and public businesses the following services:

  • Refinancing
  • Acquisition financing
  • Project financing
  • Growth equity
  • Debt and equity recapitalizations
  • Second lien and mezzanine debt placement
  • Management buyouts
  • Partial shareholder buyouts

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