Our Approach
Facilitated Growth supports companies through the full lifecycle of a capital event from preparation to close.
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Our approach is practical, direct, and built around clear process.
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Each engagement begins with a focused evaluation of where a company stands today and what’s required to achieve a successful transaction outcome. We work directly with management, boards, and investors to define objectives, align expectations, and manage every step of the process efficiently.
Our Process
1
Discovery & Planning
We begin with a diagnostic review of company structure, goals, and capital objectives.
This phase identifies the best transaction path - whether a raise, sale, recapitalization, or governance reset - and defines the work plan and timeline.
Preparation
We organize and produce the materials, data, and models fitting our engagement profile.
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This can include assessing valuation logic, refining the capital narrative, or ensuring corporate and financial documentation are investor-ready.
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3
Market Engagement
For clients raising capital or pursuing an acquisition or sale, we manage outreach, introductions, and process coordination.
Our team maintains direct contact with investors, lenders, and counterparties to ensure consistency and progress.
Negotiation & Close
We guide clients through term discussions, diligence, and documentation, supporting legal and accounting teams as needed.
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Our role is to ensure clarity of process, informed decision-making, and timely execution.
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Post-Transaction
Alignment
After a transaction closes, we assist management with board and investor reporting, planning, and governance to support ongoing success.
Where We Add Value
FG Advisory brings advanced tools, structures, and coordination to lower middle market companies.
We fill the space between consultants and banks, giving our clients experienced transaction guidance to expedite the close.
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Our goal is to make each capital event as organized, informed, and efficient as possible.
Typical Engagements
Companies preparing to raise institutional or private capital
Businesses planning or executing a sale or acquisition​
Boards and investors managing ownership transitions or restructurings
FG Advisory does not act as a broker or intermediary. We operate as an independent advisor working on behalf of company leadership and investors to achieve clean, well-managed transactions.