OUR SERVICES

CAPITAL FORMATION

Accelerate your AUM. Grow & Diversify Your Investor Base.

We facilitate strategic introductions and investor relations for Venture Capital, Private Equity, Hedge Funds, Private Credit, and Alternative Investment Firms, helping drive capital engagement with Institutional Limited Partners.

Our extensive network includes Single and Multi-Family Offices, Ultra-High-Net-Worth Individuals, Endowments, Sovereign Wealth Funds, Pension Funds, Insurance Companies, and Funds of Funds.

DEBT ADVISORY

Premium Terms. Flexible Structuring.

Access our network of 150+ banks, private lenders, and alternative financiers across North America and Europe. We provide expert guidance on cash flow-based lending, asset-backed lending, purchase order financing, venture debt, project financing, and more.

Whether your needs are for working capital, acquisition financing, or recapitalization, we streamline the process by bringing multiple financing options to the table. Our team optimizes capital structure, pricing, and terms to ensure alignment with our clients’ interests and secure deal certainty.

GROWTH EQUITY

Unlock New Growth.

We partner with public and private companies to create tailored capital-raising strategies, providing market access to equity for acquisitions, product development, IPOs, minority recapitalizations, secondary offerings, private placements, and more.

Our team optimizes deal structures to fit each client’s unique needs, using direct placements, convertible instruments, block trades, PIPEs, rights offerings, and other tailored solutions.

Our advisory services also cover valuation, underwriter selection, and shareholder targeting—equipping businesses with the insights necessary for successful market entry or capital expansion.

MERGERS & ACQUISITIONS

Strategic Guidance & Enhanced Value.

Our M&A Advisory Services bring together a powerful combination of senior expertise, industry insight, and a global network of strategic and financial partners to deliver successful outcomes for complex transactions. We leverage deep relationships with Private Equity Firms, Family Offices, and Strategic Buyers to connect clients with ideal partners while crafting customized strategies that maximize deal value and ensure alignment with long-term goals.

Our team’s commitment to rigorous execution means every transaction benefits from senior-level oversight, competitive deal structuring, and a process designed to achieve premium valuations and high certainty of closing. With specialized knowledge across multiple industries and verticals, we guide clients through each step of the acquisition or divestiture process, from identifying the right targets to executing on bespoke capital strategies that enhance growth potential.

Buy-Side Advisory: Identifying acquisition targets aligned with client growth strategies and guiding them through seamless integration.

Sell-Side Advisory: Structuring divestiture strategies that drive maximum value by targeting ideal buyers and creating tailored market positioning.

STRATEGIC ADVISORY

Innovative Solutions.

From early-stage venture companies looking to scale, to mature organizations seeking to optimize their growth strategies, we collaborate with company leaders and fund managers to forge innovative strategies that propel business growth and enhance market positioning.

Our approach begins with understanding your unique challenges and opportunities, allowing us to tailor solutions that encompass mergers, acquisitions, and strategic partnerships designed to broaden your operational scope.

Strategic Documentation: We craft industry-leading pitch decks that articulate our client’s value proposition and highlight market opportunities. Our comprehensive business plans serve as strategic roadmaps, detailing your vision and growth strategies, and our financial forecasting models deliver reliable pro forma statements to support your funding needs.

With Lattice, you gain a dedicated partner committed to driving your success through strategic insight and actionable solutions.