Investors can tell when you're not ready.
Privately held companies rarely get the strategic rigor, structure and preparation that larger transactions take for granted. Whether you need equity, debt or both, for a single deal or the holding company, we prepare you to raise it with the strategy, materials and documents serious investors and lenders expect.
The people who know you will hear your pitch once. Make it count.
Acquisition entrepreneurs usually raise from their own network first: former colleagues, business contacts, friends who have done well. Those conversations rarely get a second chance. Investors and lenders want to see a clear deal, a credible capital structure, sensible terms and documents that protect everyone. Walk in without them and you burn the relationships you'll need for the next deal too.
We make sure you're ready before the first conversation, whether you're raising for a single acquisition, a special purpose vehicle that buys one company, or the holding company itself.
Everything you need to raise, built with you.
Strategy and terms
How much to raise, from whom, whether equity or debt, on what terms, and how it fits with the bank loan, seller note and earnout in the deal.
Investor materials
The investment thesis, investor deck, executive summary and return scenarios for the deal or the platform.
Offering documents
Term sheet, subscription agreement, investor questionnaire, risk factors and the federal filing, reviewed by securities counsel.
Data room
A data room investors can work through, set up before you need it, with a raise playbook and an investor tracker.
A mock investor meeting
A rehearsal with the hard questions, so the real conversations aren't the first time you hear them.
90 days of support
Working sessions and direct access while you run the raise, through to the first closes.
We prepare you. You raise.
We're advisers, not a broker-dealer. We don't contact your investors, sell securities or take a fee based on what you raise. We're paid a fixed fee for the work, nothing more. That keeps the advice honest and the raise clean.
If you haven't settled how to structure and fund your acquisitions yet, start with the Holding Company Playbook. If the deal is clear and you need the capital, start here.
Ready to raise for your deal?
Tell us about the acquisition and the capital you need. The first conversation is free.
Meraki Dealmakers is a service of Meraki Partners, LLC.
Meraki Partners, LLC is an advisory firm. It is not a broker-dealer, investment adviser, business broker, law firm or accounting firm, and does not solicit investors or receive compensation based on capital raised. Nothing on this site is an offer to sell securities or legal, tax or investment advice. No outcome is promised.
© 2026 Meraki Partners, LLC