Capital advisory for complex liquidity needs

We help family offices, founders, and lower-middle-market companies access capital when traditional options fall short. We bring deep knowledge of how deals are structured and priced, because we spent a decade on the other side of the table.

$300M+

Transaction volume

$300M+

Transaction volume

42%

Deals referred by bulge bracket banks

42%

Deals referred by bulge bracket banks

26%

Closed deals with repeat clients

26%

Closed deals with repeat clients

*transaction history from prior work experience

*transaction history from prior work experience

Services

We structure capital across the private market.

Why Twelve East

Our founders built their careers and their network, spending over a decade as both direct lenders and advisors. That dual experience is the foundation of everything we do.

Selected Transactions

$25M CPG Growth Capital Restructuring

A CPG brand with $100M+ in revenue needed growth capital without diluting ownership ahead of a planned sale. When the existing senior lender resisted a junior tranche, we restructured the entire facility into a $25M uni-tranche, simplifying the capital structure and preserving full ownership.

$25M CPG Growth Capital Restructuring

A CPG brand with $100M+ in revenue needed growth capital without diluting ownership ahead of a planned sale. When the existing senior lender resisted a junior tranche, we restructured the entire facility into a $25M uni-tranche, simplifying the capital structure and preserving full ownership.

$22.5M Post-IPO Option Exercise

An early employee at a newly public energy company needed to exercise expiring options during a post-IPO lock-up period. We closed a $22.5M facility in under 45 days, preserving over $35M in value.

$22.5M Post-IPO Option Exercise

An early employee at a newly public energy company needed to exercise expiring options during a post-IPO lock-up period. We closed a $22.5M facility in under 45 days, preserving over $35M in value.

$8M QSBS Real Estate Financing

A cybersecurity CEO needed capital to acquire property without selling company equity or jeopardizing QSBS tax treatment. We structured an $8M facility against a diversified collateral basket, preserving full ownership and significant tax savings.

$8M QSBS Real Estate Financing

A cybersecurity CEO needed capital to acquire property without selling company equity or jeopardizing QSBS tax treatment. We structured an $8M facility against a diversified collateral basket, preserving full ownership and significant tax savings.

Start with a converstion.

Most engagements begin with a call. No pitch, no commitment. Just a conversation about what you're solving.