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CapitalFix
Investment Banking
Simplified
1
To bring our clients in the $500,000-$10,000,000 Revenue range,
the proper investment bank or capital partner for their capital and/or
transaction needs.
2
Mission
The Purpose
 Clients in the $5000,000 – $10,000,000 revenue range do not
fully understand the types and differences of capital partners
available to them, as well as types of services and capital
structure fits, of these partners.
 This process allows for better decision options for our clients
based on cost/specialty analysis.
 (example)A turnaround orientated Investment Bank is not
needed for a healthy growing client company.
 Clients are able to negotiate more favorable rates for their
capital raising or transaction activities including mergers,
acqusitions and buying and selling of companies.
3
Affiliated Resources
4
Boutique
Investmen
t Banks
Private
equity
Traditional
lenders
IPO
Advisors
Non
Traditional
Lenders
High Net
Worth
Investors
Our affiliated resources include (not all inclusive )
5
Oxbridge
Financial
SGS
Capital
Tri-Point
Global
Cascadia
Capital
Strategic
Capital
Advisors
China
First
Capital
321
Capital
Partners
Affilliated Boutique Investment Banks
(not all inclusive)
6
Santander
Bank
Key Bank
Fulton
Bank
Valley
Bank
TD Bank
Provident
Bank
Affiliated Traditional Lenders
(not all inclusive)
SBA Lenders
 Celtic Financial
 Crown Bank
7
8
First
Capital
King
Trade
Capital
Keltic
Financial
Leland
Capital
DS -
Concepts
Direct
Capital
Affiliated Traditional Lenders
(not all inclusive)
9
National
Business
Capital
No Collateral Lenders
10
Audax
Torque
Capital
Equus
Capital
Catalyst
Partners
Brand
Foundry
Court
Square
Partners
Lineage
Capital
Private Equity
11
Princeton
Advisors
Tri-Point
Global
IPO Advisors
High Net Worth Investors and
Family Funds
12
Business Broker Services
 CapitalFix has a wide network of resources to place businesses
for sale including multiple business brokers
 CapitalFix is a member of national Buy/Sell internet web sites
13
Transaction Ratings of our
affiliated companies
Clients can provide feedback on all types of
transactions and rate service providers on their
service and performance
14

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