Finance and Capital Markets

We connect our portfolio to our extensive, global network of capital providers and advisors to provide flexibility, support growth initiatives, and maximize outcomes.

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Bridgitte Scale
Finance and Capital Markets

Access resources to build stronger financial operations

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Capital Providers and Partners

We can help you navigate and negotiate key financing transactions through our extensive network and long-standing relationships with banks, funds, lenders, advisors, and brokers.

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Debt and Capitalization Strategy

We advise portfolio companies on debt transactions and broader capitalization strategy to help increase efficiencies and maximize outcomes. We also provide ongoing relevant capital markets updates and commentary on broader macroeconomic trends.

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M&A and Sales Opportunities

We can help you navigate and source M&A opportunities in addition to facilitating introductions to financial institutions for sell-in opportunities.

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Advisor Network

We connect founders and leadership teams with leading legal, accounting, financial, and operating advisors globally for candid conversations and insights on business-critical needs.

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Founder Community and Events

We help facilitate access to our portfolio community, Executive Summits, and online forums so finance teams across our portfolio can share resources and learnings as their businesses evolve and grow.

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A Flexible Approach

We work as advisors and thought partners to leadership teams as they navigate everything from capital raising and M&A to debt transactions and financial operations best practices.

Finance & Capital Markets Team

Behind every amazing company is an amazing finance team. Ours shares their long-standing connections and knowledge of financial markets to help better position your business for success.

0124 Aidan Updated See Aidan Lynch's bio

Former SVP at Silicon Valley Bank

Aidan Lynch
VP, Capital Markets
  • Finance
0124 Wayne Updated See Wayne Marino's bio
Wayne Marino
Partner, CFO
  • Finance
Alex G headshot 72dpi See Alex Gochal's bio
Alex Gochal
Tax Director
  • Finance
0124 John Kinzer Updated See John Kinzer's bio

Former CFO at HubSpot

John Kinzer
Senior Advisor
  • Finance

Executive Advisors

Need advice beyond finance and capital markets? Our Executive Advisors bring high-caliber, specialized domain knowledge and one-on-one guidance and strategies to any growth issue you’re trying to tackle.

Areas of expertise