Credibility. Quality. Authority.
Balance Sheet Counsel

Capital Structure Advisory

Strategic counsel on balance sheet and capital structure decisions.

Tormont Group's Capital Structure Advisory practice advises companies, boards of directors, financial institutions, private companies and government entities on the capital decisions that shape a business. Public and private issuers come to us when the structure of the balance sheet, not the operating plan, is the question in front of the board.

Speak with the advisory teamUnbiased, conflict-free advice
Capital Structure Advisory Financial District
Independent Posture

Clients benefit from unbiased counsel tailored to their circumstances, free of traditional banking conflicts.

Independent, Tailored Capital Advisory

Clients benefit from unbiased counsel tailored to their circumstances and goals, innovative approaches to complex problems, timely insight into global capital markets, and relationships with brokers and senior advisors with decades of experience.

Practice 01

Corporate Finance Advisory

Objective advice on strategic and financial questions, from corporate and financial strategy to return on capital.

We evaluate the trade-offs between leverage, equity dilution, cost of capital, and strategic flexibility.

Core Areas of Expertise

Capital structure optimization
Capital allocation
Capital expenditure
M&A financing
Share repurchases
Dividends policy
Equity & debt market positioning and issuance
Investor communications strategy

Specialized Sub-Practices

Comprehensive Balance Sheet Solutions

Structuring debt, sponsor capital, and strategic acquisitions with principal discipline.

02Lender & Capital Analysis

Debt Advisory

Counsel on all aspects of raising debt capital, including capital structure analysis, security structuring, lender and counterparty selection, market capacity, offering and issuance process, size and pricing, and ratings advisory.

Transactions executed include public and private, senior, subordinated, mezzanine and hybrid debt structures designed to minimize borrowing costs while protecting covenant flexibility.

03Conflict-Free Structuring

Acquisition Finance

Strategy, initiation, structuring and execution of acquisition financing, with independent advice free of the conflicts inherent in traditional investment and commercial banking.

Buy side: Sourcing capital, structuring, capital structure analysis, ratings advisory. Sell side: Third party financing assessment and staple financing appraisal.

04Institutional Relationships

Strategic Capital & Minority Investments

Sourcing, raising and structuring strategic capital through relationships with corporate and strategic investors, sovereign wealth funds, pension funds, financial sponsors and family offices.

Our objective advice covers structuring, pricing, exit alternatives, governance covenants and ancillary shareholder rights.

05Balance Sheet Optimization

Risk Management & Liability Advisory

Unbiased assessment of a client's liability profile and balance sheet vulnerabilities.

Strategic advice on tender offers, open market repurchases, exchange offers, debt refinancings, and consent solicitations.

Merchant Banking & Advisory Counsel

Facing a critical capital structure decision?

Connect with our advisory group to explore independent financing, debt recapitalization, or strategic capital.

Over 20 Years Capital Markets ExperienceUS & Canadian Small-Cap FocusDirect Principal Investment Alignment