SFI helps clients nationwide buy, sell and/or secure financing for businesses across a wide range of industries. We also assist with valuations, growth strategies and exit plannings. We pride ourselves on being one of the few investment banks able to close transactions across the capital stack, with flexible structures including subordinated debt, full strategic sale and everything in between.


  • Senior Debt

  • Mezzanine Debt

  • Unitranche Debt

  • Blended Debt & Equity

  • Minority Private Equity

  • Venture Capital


  • Company Sales

  • Majority Recaps

  • Management Buyouts

  • Corporate Divestitures

  • Acquisition Searches

  • Business Valuations


  • Manufacturing

  • Business Services

  • Enterprise Software, IT Services & Cloud Migration

  • Industrial Safety & Automation

  • Transportation, Logistics & Distribution

  • eLearning & Training