Provide Liquidity to Your Shareholders
Expert investment bankers advising owners, shareholders, and financial sponsors in debt and equity financing
Capital Solutions Aligned with Strategic Objectives
Capital should support the broader objectives of the business — not constrain them. Integris advises companies and shareholders on debt and equity financing alternatives for acquisitions, organic growth, recapitalizations, refinancings, and shareholder liquidity.
We evaluate the available structures and financing sources to identify solutions that appropriately balance cost, flexibility, dilution, and control while preserving the company’s ability to execute against its long-term strategy.
Structuring the Right Capital for the Business
Debt and equity each carry distinct implications for ownership, governance, cash flow, and future flexibility. Our senior bankers help clients evaluate those tradeoffs and determine the capital structure best aligned with their objectives.
We manage the process from market positioning and outreach through proposal evaluation, negotiation, and closing, helping clients compare alternatives clearly and secure capital from the right financing partners on well-structured terms.
Our Disciplined Process is Calibrated to Each Situation
Step 1
Define Objectives and Capital Needs
We work with management and shareholders to understand their strategic priorities, capital requirements, timing, existing capital structure, and key constraints. We evaluate potential debt and equity alternatives across cost, dilution, flexibility, and control.
Step 2
Structure and Position the Opportunity
We develop the financial analysis, positioning, and materials required to present the opportunity clearly and credibly. We then define the financing structure most likely to meet the client’s objectives and attract the right sources of capital.
Step 3
Engage the Right Capital Providers
We conduct targeted outreach to selected banks, private credit providers, institutional investors, and other relevant financing sources. We manage dialogue and information flow to maintain control of the process and generate competitive alternatives.
Step 4
Evaluate Proposals and Execute
We compare proposals across economics, structure, covenants, governance, and execution risk, then lead negotiations, diligence, and documentation through closing to secure the most attractive overall solution.
Three Decades of Advising the Middle Market
Integris Partners was founded to bring institutional-grade execution to middle-market transactions. Headquartered in Colorado and active nationwide, we have advised on transactions across closely held founder-owned businesses, sponsor-backed platforms, and public-company divestitures, all within a relationship model that has become rare in the industry.
Our pipeline is built almost entirely on repeat engagements and client referrals, and we believe we are only ever as good as our last reference.
“Integris expertly guided us throughout the process, ensuring a fantastic outcome for all stakeholders. We are thrilled with the results and eagerly look forward to watching Kenny’s continued success in its new partnership with Dessert Holdings.”
“As a veteran of the natural foods’ world, I had high expectations for how Noosa would be received in the market. Integris skillfully organized the consumer-focused private equity universe and managed the inbound interest we had received. Our shareholders were able to participate in a transaction that exceeded our expections.”
“We chose to work with Integris because they are more than just a service provider – they are a true strategic partner, bringing deep industry insight, market expertise, and exceptional process management to every stage of the transaction.”
“Integris was able to accentuate the truly special elements of our business and translate them into maximum value. Their team worked tirelessly to optimize the deal for our company, employees, and family throughout the process.”
“Integris brought deep industry knowledge, disciplined perspective, and proven execution capabilities, all of which were critical to achieving a tremendous outcome.”