Capital Solutions
CapitalMarketsAdvisoryForOwners&Sponsors
Quiet capital strategies, built for clear outcomes. Capital choices affect valuation, personal wealth, and what comes next for the business. Werner Partners works with owners, private equity sponsors, family offices, and corporate buyers to structure capital that protects control and supports the next stage of growth.
What Our Capital Markets Advisory Covers
We manage the capital side of complex situations, allowing you to stay focused on running your business and managing your broader investments.
Equity & Structured Capital
We help you align new equity with governance, control, and long term value creation.
- Minority equity for growth or liquidity
- Majority recapitalizations with a selected partner
- Preferred and structured equity
- Co investment capital alongside sponsors and family offices
- Dividend recapitalizations and partial secondary sales
Hybrid & Tailored Structures
Many of our clients select a layered solution that combines multiple instruments. We design capital stacks that:
- Match leverage to cash flow durability and cyclicality
- Preserve future sale or IPO options
- Respect fund terms, family objectives, and estate planning
Capital Support
We work with lenders across the capital stack to structure facilities that support growth and protect downside.
- Revolving credit facilities and asset based lines
- Senior secured and unitranche term loans
- Second lien and mezzanine debt
- Acquisition financing and delayed draw term loans
- Refinancing, covenant resets, and amendments
A Capital Process Designed For Leverage & Confidence
A clear, senior-led process built for decision makers who value discretion, speed, and clarity.
We align on use of proceeds, governance goals, existing facilities, and risk tolerance. This becomes the framework for every option we present.
Founders & FamilyOwned Businesses
Founders and family owned businesses planning a recapitalization, partial exit, or liquidity event. We help you explore options while preserving what matters most.
What You Gain From A Structured Capital Process
Working with an experienced mid market capital advisor influences both the outcome and the experience.
Better Aligned Capital Providers
Access to a curated group of lenders and investors who understand your space and can move at the pace you expect.
Confidence In Structure & Terms
Control Over Governance & Flexibility
Less Disruption To The Business
A Trusted Partner At The Table
Ready To Talk About Capital?
Whether you are planning an acquisition, a recapitalization, or a liquidity event, a direct conversation with a senior capital advisor can clarify what is possible and what the market is likely to support.
Explore Related Services
Learn how our other advisory services can support your goals.
Sell-Side Advisory
Sell-Side Due Care
Confidential processes built for stronger outcomes. We help business owners understand their options and navigate a sale that protects value and legacy.
Learn MoreStrategic Advisory
Strategic Advisory
Independent counsel for complex decisions. We help owners and boards evaluate strategic alternatives with clarity and confidence.
Learn More