Capital Advisory · Strategic Guidance

Evolution was founded on a simple underlying premise: we want to help.

Partnership-oriented capital markets and strategic advisory for founders, private equity firms, and independent sponsors.

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35+
Years combined experience
100+
Capital raise transactions
700+
Capital provider relationships
$25B+
Capital raised
Our Story

Partnership-oriented, built for how business actually works today.

With 35+ combined years in banking and consulting, we’ve worked with hundreds of businesses — underwriting acquisition financing, raising growth capital for founder-owned companies, and seeing just about everything traditional markets have to offer.

In the years since 2020, the patterns changed. Economic conditions shifted, business owners went looking for new solutions, and new pockets of capital began forming that remained obscure compared to traditional sources. Some needs could still be addressed the traditional way. A growing number could not.

Evolution was founded on a simple underlying premise: we want to help our clients adapt. To evolve. Together.

Meet the team

What We Do

Purpose-built service offerings, tailored to meet critical needs throughout a company’s lifecycle.

Financial Readiness

  • Office of the CFO services
  • Financial planning, modeling & budgeting
  • Implementation of KPI dashboards to improve business performance
  • Evaluation of internal data & reporting gaps
  • Preparation / standardization of external reporting

Capital Optimization

  • Comprehensive debt and equity capital placement capabilities
  • Evaluation of existing capital structure
  • Assist with capital provider negotiations
  • Independent, unconflicted capital-raising expertise
  • Relationships with hundreds of capital providers

Technology Improvement

  • AI enablement: readiness, training, agent value quantification & Chief AI Officer support
  • Technology strategy & roadmaps, incl. value creation plans for sponsors
  • Software spend rationalization & finance function automation

Strategic Advisory

  • Identification and implementation of value creation initiatives
  • Evaluation of potential growth initiatives (e.g. capital expenditures, acquisitions)
  • Acquisition target diligence
  • Assessment of market positioning / differentiation
  • Board of Directors participation

One overarching goal: value creation for our clients.

Who We Serve

Built for the Middle Market

Two kinds of clients, one standard of execution.

Founder & Family-Owned Businesses

Institutional-quality capital markets execution, with the hands-on operational support an owner-led company needs to grow and prepare for what comes next.

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Private Equity Sponsors & Portfolio Companies

Acquisition, recapitalization and refinancing across the capital structure, plus the reporting and KPI work that drives value inside the portfolio.

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When to Call Us

We Help Leadership Teams Through Pivotal Moments

Clients tend to call when one of these is on the table. A short conversation now usually saves time later.

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01

Raising Capital

Supporting growth investments, acquisitions, and other stakeholder initiatives requires the right structure behind it.

02

Refinancing or Maturing Debt

A facility is coming due and the business profile has outgrown or changed since the original terms.

03

Covenant Pressure or Amendments

Performance has moved and the lender relationship needs a plan, not a surprise.

04

Preparing for a Sale or PE Process

Buyers and investors will diligence the numbers and story; getting ahead drives more value to you.

05

CFO-Level Support Without a Full-Time Hire

Planning, reporting and KPIs need an experienced hand on a fractional basis.

06

Deciding Where AI Fits

Leadership wants to know where AI will change the business and where it will not.

Why Evolution Advisory Partners

Independent Advice, Institutional Execution

Conflict-Free and Independent

Partners focused on providing objective advice and actionable solutions for your success.

High Touch, Start to Finish

A dedicated team from initial conversation through execution and thereafter.

Underwriter’s Perspective

Thorough understanding of investors’ perspectives honed across hundreds of transactions.

One Firm, Four Disciplines

Capital, finance, technology and strategy – all working as an extension of your team.

Let’s talk about where you’re headed.

A short form, about thirty seconds. We respond within one business day.

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