Grounded in Operational Reality
CAS capital assessments and structuring work are informed by real operational data and insight from the OSS team — ensuring capital plans are realistic, achievable, and defensible to investors and lenders.
Baseline's Capital Advisory Services practice helps companies assess, structure, and execute on their capital needs — whether the objective is growth, a transformative transaction, a complex restructuring, or identifying the right capital solution for a challenging situation. We bring strategic clarity to one of the most consequential dimensions of business decision-making.
Capital — how you assess it, structure it, and deploy it — is one of the most powerful levers in business strategy. Yet for many companies, capital decisions are made reactively, under pressure, or without the depth of market knowledge and structuring expertise needed to secure the best outcomes.
Baseline's Capital Advisory Services practice brings the rigor of institutional advisory thinking to businesses of all sizes. Whether you are planning for growth, preparing for a strategic transaction, navigating a restructuring, or facing a capital challenge, our CAS team provides the objective, expert counsel that leads to better capital decisions and better outcomes.
We work alongside your leadership team and other advisors to ensure capital strategy is integrated, coherent, and aligned to your strategic objectives and stakeholder interests.
When Companies Turn to CAS
Assessing and sourcing capital to fuel organic or acquisitive growth strategies.
Preparing for and executing partial or full sale transactions to optimize value realization.
Sourcing and structuring rescue, bridge, or restructuring capital in challenging situations.
Advising on acquisitions, mergers, and other strategic transactions to maximize outcomes.
Before any capital decision can be made intelligently, a company must have a clear, objective understanding of its current and anticipated capital position — and the options available for meeting those needs.
Baseline's Capital Needs Assessment service provides exactly this clarity. We assess current and anticipated capital requirements in the context of the company's strategic objectives — whether those objectives involve growth, a sale or exit, restructuring, cost management, or any other strategic priority — and determine the most viable options for sourcing that capital.
The output is a rigorous, market-aware capital assessment that gives management and stakeholders the foundation for confident capital decisions.
Comprehensive review of the company's existing capital structure, debt obligations, equity composition, liquidity position, and near-term capital requirements — establishing the baseline from which all advisory work proceeds.
Financial modelling of anticipated capital needs under multiple scenarios — aligned to the company's strategic objectives including growth plans, operational improvements, market expansion, restructuring requirements, or transaction timelines.
Systematic identification and evaluation of available capital sourcing options — across equity, debt, hybrid instruments, and alternative capital — assessed for feasibility, cost, dilution, and alignment to the company's strategic position and stakeholder interests.
Knowing how much capital you need is only half the equation. Knowing how to structure that capital — in a way that serves the company's objectives while respecting the rights and expectations of all stakeholders — is where the real expertise lies.
Baseline's Situational Capital Structuring service helps companies determine the required capital for their specific situation and identify the optimal structure for that investment. We take into account the full stakeholder landscape — existing shareholders, debt holders, management teams, and prospective investors — to design capital structures that are effective, equitable, and executable.
Rigorous mapping of existing stakeholder positions, rights, covenants, and expectations — ensuring that proposed capital structures are designed with full awareness of the constraints and sensitivities involved.
Development and evaluation of multiple capital structure scenarios — balancing cost of capital, dilution impact, covenant burden, control implications, and flexibility — to identify the optimal structure for the company's situation.
Development of the investment thesis, financial narrative, and supporting materials that position the capital opportunity compellingly for prospective equity investors, debt providers, or hybrid capital sources.
Expert support through term sheet negotiation, due diligence processes, and documentation — ensuring the final capital structure terms are aligned to the company's interests and agreed objectives.
Financial and strategic transactions are among the most consequential — and complex — events in the life of any business. The quality of advisory support during these processes directly determines outcomes for shareholders, management, and all other stakeholders.
Baseline's Transaction Advisory Solutions practice provides expert advisory across the full spectrum of strategic and financial transactions — from facilitating a company sale to shepherding an acquisition, identifying capital solutions, or advising on a complex restructuring. We guide clients through every stage of the transaction process with objectivity, expertise, and a relentless focus on achieving the best possible outcome.
Facilitating the partial or full sale of company assets or the business itself — including pre-sale preparation, buyer identification, process management, negotiation support, and transaction execution to maximize value for shareholders.
Shepherding acquisitions or mergers with prospective target businesses — including target identification and assessment, valuation analysis, deal structuring, due diligence support, negotiation, and integration planning.
Identifying and securing growth, rescue, bridge, restructuring, acquisition, or working capital solutions — connecting businesses with the right capital partners and structuring transactions to meet specific situational needs.
Our Transaction Process
Comprehensive business and market assessment; preparation of investment memoranda, financial models, and supporting materials.
Systematic identification and approach to prospective buyers, investors, or partners; structured process management to maintain competitive tension and momentum.
Expert management of due diligence processes; skilled negotiation of deal terms, pricing, representations, warranties, and conditions.
Coordination of legal, financial, and regulatory workstreams through to transaction signing, satisfaction of conditions, and successful close.
Capital decisions don't exist in isolation. The real power of Baseline CAS comes from its integration with OSS and IMS — ensuring that capital strategy is grounded in operational reality and supported by the right leadership at every stage.
CAS capital assessments and structuring work are informed by real operational data and insight from the OSS team — ensuring capital plans are realistic, achievable, and defensible to investors and lenders.
When a transaction demands dedicated executive leadership — a CFO to manage an investor process, a CRO to lead a restructuring, or a CEO for a transformational sale — IMS provides the right leader at the right moment.
With Baseline managing operational support, interim leadership, and capital advisory in an integrated fashion, there is one accountable partner — removing coordination risk and ensuring consistent strategic alignment.
Explore the full Baseline platform — where operational excellence, management leadership, and capital strategy come together as one integrated solution.