Skip to content Capital Strategy Consulting · Miami, Florida
We advise government agencies, real estate developers, and corporations on capital formation, public finance, and strategic financial planning — across Miami, Brickell, Coral Gables, and all of South Florida.
What We Do
Capital strategy consulting is the discipline of designing, structuring, and executing the financial frameworks that allow organizations to fund their ambitions — at the right cost, with the right partners, and at the right time. In the dynamic South Florida market, this work is both an art and a science.
Municipal bond structuring, infrastructure financing, federal grant strategy, and capital planning for Florida counties, cities, and special districts. We help government clients access the capital they need to build the infrastructure South Florida demands.
Capital stack optimization, equity and debt structuring, opportunity zone financing, and lender/investor introductions for South Florida’s most ambitious development projects — from Wynwood to West Palm Beach.
Balance sheet optimization, growth capital strategies, M&A financing, and long-range capital planning for Miami-based and South Florida corporations navigating expansion, acquisition, or restructuring.
Who We Serve
Whether you are a county commissioner planning a $500M infrastructure bond, a developer assembling a mixed-use capital stack, or a CFO optimizing your corporation’s cost of capital — we bring institutional expertise to your capital challenge.
Florida counties, cities, school districts, transportation authorities, and special purpose entities seeking capital for infrastructure, housing, utilities, and public services. We understand the procurement landscape, the political environment, and the bond market dynamics unique to South Florida public entities.
Typical Engagements
Infrastructure bond issuance · Federal grant positioning · P3 transaction advisory · CIP capital planning
Residential, mixed-use, hospitality, and commercial developers across Miami-Dade, Broward, and Palm Beach counties. From $20M ground-up developments to $500M+ portfolio recapitalizations, we structure the capital stack that makes your project viable and positions you for maximum returns.
Typical Engagements
Equity raises · Construction debt · Opportunity Zone funds · Portfolio recapitalization
Mid-market and large companies headquartered in or expanding into South Florida — in healthcare, logistics, technology, hospitality, and financial services. We serve CFOs, boards, and ownership groups navigating growth, M&A, or capital structure optimization.
Typical Engagements
Growth capital raises · M&A financing · Balance sheet restructuring · Capital planning
Our Process
Every capital challenge is unique. Our advisory process is built to uncover the full picture before recommending a path forward.
We conduct a thorough review of your current capital position, project requirements, market conditions, and organizational objectives. No recommendations before we fully understand your situation.
We design a tailored capital strategy — defining optimal structure, sources, terms, and sequencing. We model scenarios, stress-test assumptions, and present a clear recommendation with rationale.
We guide you through structuring, lender/investor outreach, term negotiation, due diligence, and closing. We act as your advocate at every stage of the transaction, from term sheet to funding.
Capital strategy is not a one-time event. We maintain an advisory relationship — monitoring market conditions, refinancing opportunities, and evolving capital needs as your organization grows.
Case Study Highlights
Representative engagements across our three core client segments. Details anonymized per client confidentiality agreements.
Advised a South Florida transportation authority on the structuring and issuance of a $340M revenue bond to fund a regional transit expansion. Coordinated rating agency process, investor roadshow, and achieved AA- rating — saving the authority $22M in debt service over the bond’s life.
Structured the full capital stack for a landmark mixed-use project in Miami’s Wynwood district — combining senior construction debt, mezzanine financing, and Opportunity Zone equity. Sourced 6 capital partners and closed in 94 days from mandate.
Advised a Doral-based logistics company on a $78M growth capital raise to fund fleet expansion and three strategic acquisitions. Ran a competitive process among 14 lenders, achieving a 220bps reduction from the company’s initial financing benchmark.
Frequently Asked Questions
Schedule a Consultation
Schedule a complimentary 45-minute strategy session with a senior advisor. We will discuss your capital challenge and outline how we can help — no obligation, no sales pitch.
Serving Clients Across South Florida
Ready to talk capital strategy?
Miami’s leading capital advisory firm is ready to hear about your next project.
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