Capital & Exit Advisory
At Peninsula Road, we advise founders and family business owners through moments of transition — whether you’re preparing to sell, raise capital, or pass the business on.
We offer independent, experienced guidance across every stage of the process — from early planning through to final negotiation. No sales pitch. No pressure. Just sound advice tailored to your goals.
Sell Your Business
Plan and execute a full or partial sale with confidence. We help you understand your business's worth, prepare for the process, and negotiate from a position of strength, all while protecting what you’ve built.
Navigate Shareholder Changes
Ownership transitions don’t have to be messy. Whether it’s a buyout, reorganization, or equity restructuring, we help manage complex shareholder changes discreetly and strategically.
Explore your Options
Not sure what you need? We can help you figure that out.
Raise Growth Capital
Need to fund growth without losing control? We structure and secure the right capital — equity or debt — to fit your business goals, and guide you through negotiations with investors, lenders, or strategic partners.
Plan Your Succession
Succession isn’t just a family issue—it’s a business one. We work with you to design a practical and personalized plan to pass the business on to family members, key employees, or outside leadership on your terms.
Get Targeted Support
Not every engagement is a full sale. We support one-time, high-impact decisions: M&A negotiations, due diligence, second opinions, investor meetings, or just someone to help you pressure test your thinking.
Our Approach
We operate like a boutique investment bank. That means we provide both strategic advice and full-process execution.
We lead every stage of the journey. That includes planning, positioning, outreach, negotiation, and closing. Our role is to help you navigate complex transitions with clarity and care.
Most of our work involves business sales, capital raises, or succession events. In every case, we act as your lead advisor and partner from start to finish.
We take on a limited number of clients at a time. Every engagement is tailored to your goals and your timeline.
Who We Work With
Founder-led and family-owned businesses
Typically earning under $3MM EBITDA
Owners preparing for transition within the next 1–3 years
North American businesses across industries