Structuring Capital for Growth, Liquidity, and Strategic Flexibility

Holistic Capital Markets Expertise

We bring institutional-grade execution to a wide range of capital raising strategies, with deep expertise across both equity and credit markets. Our team advises on the full capital stack from early-stage growth financing to complex recapitalizations and bespoke structured solutions.

Our equity and hybrid capital capabilities include:

• Growth Equity

• Private Placements

• Convertible Preferred

• Mandatory Convertibles

• Preferred Equity

• Minority Capital Investments

• PIPE (Private Investment in Public Equity) Transactions

Our debt advisory capabilities include:

• Private Term Loans and Notes

• Asset-Based Lending (ABL) Facilities

• Infrastructure-Related Financing

• U.S. Private Placements

• Debt Restructuring

We also advise clients on secondary transactions, helping shareholders unlock liquidity while preserving strategic flexibility.

Institutional LP Capital Formation

In addition to company-side capital markets advisory, Kadenwood provides fund-level capital formation services for asset managers across the alternative investment landscape. We support general partners seeking to raise institutional capital for new fund launches, continuation vehicles, and growth capital pools.

We advise across strategies including:

• Venture Capital

• Private Equity

• Private Credit / Direct Lending

• Hedge Funds

• Real Assets and Infrastructure Funds

Our approach blends strategic fundraising advisory with targeted outreach to our deep network of qualified institutional investors, including endowments, foundations, pension funds, family offices, sovereign wealth funds, and multi-manager platforms.

Our services include:

• LP Market Strategy and Positioning

• Fund Structuring and Terms Advisory

• Investor Materials Development (Pitch Decks, PPMs, DDQs)

• Institutional Targeting and Syndication

• GP Strategic Advisory and Market Readiness

Integrated Marketing & Origination Infrastructure

Our capital markets execution is powered by a proprietary marketing and origination platform, a key differentiator that enhances transaction velocity, sharpens targeting, and expands investor reach. By combining traditional capital markets expertise with cutting-edge marketing infrastructure, we drive more efficient outcomes without compromising institutional quality.

Strategic, Execution-Driven Advisory

Kadenwood offers more than transactional support; we are strategic partners in structuring and positioning capital solutions that align with your long-term vision. From term sheet strategy to valuation analysis, investor engagement, and deal structuring, we guide clients through every critical step of the capital raising process.

• Capital Structure Optimization

• Strategic Capital Planning

• Valuation Guidance

• Deal Structuring and Negotiation Support

• Timing Strategy and Market Readiness

• Institutional Investor Outreach and Syndication

Unlocking Capital with Precision and Purpose

With decades of experience in investment banking, private equity, and institutional fundraising, our team brings a unique combination of transactional insight, strategic foresight, and executional discipline. Whether raising capital for growth, recapitalization, or liquidity, Kadenwood delivers thoughtful, tailored solutions designed to drive real enterprise value.