Strategic Finance


Creating value through finance and capital management strategy is one aspect of strategy development and implementation that can help to accelerate businesses to market leadership.  More organizations are beginning to understand that in order to achieve long-term, sustained success they need to develop strategic goals, key priorities, and a plan of action  Funding corporate growth requires a holistic view of the goals and financial potential of a business. Working with experienced advisors that have strong relationships with industry leaders and investor sources can help meet organizational funding objectives. We provide strategic finance sourcing and advisory services for investments, syndications, consulting, operations management, and M&A activities delivering high performance results.

Sourcing Strategy. Raising capital from the wrong sources can significantly decrease the viability of any business. Through strategic finance sourcing, we help achieve competitive advantage by reducing the cost of capital and using the savings to invest back into the business and develop growth strategies that deliver results. We offer businesses an array of financial products and services, providing more than access to capital, we brings insight, knowledge and expertise to every transaction. Our focus includes organizational strategy, sustainable growth strategy, product development, Go-To-Market strategy, operations excellence, international expansion/global strategy and cross boarder solution etc.

Superior Sourcing Capability Businesses face many challenges when working to raise capital. Whether for senior debt restructuring, mezzanine financing, equity funding, M&A activities, or recapitalization, our team of industry specialists can identify and prioritize the best finance sourcing options. Utilizing our strong relationships with trusted capital sources, we provide the financing expertise and experience resulting in superior capital sourcing options. Our partners include Angel Investors, Private Equity Funds, Venture Capital Firms, Trusts, Commercial Lenders, Asset Based Lenders, Factoring Companies, as well as traditional, and non traditional financing sources. Organizing financing takes a strategic and structured approach. We understand the intricacies of creative capital sourcing that is critical for every business. We provide capital advisory and creative capital solutions to help with special capital needs in the following areas – equity investment, venture capital, debt/equity financing, bridge financing, project financing, M&A and international capital movement. We specialize in offering middle-market private and public businesses the following services:

  • Finance Planning & Structuring
  • Business Finance
  • Refinancing
  • Acquisition financing
  • Project financing
  • Growth equity
  • Debt/equity recapitalization
  • Second lien and mezzanine debt placement
  • Management buyouts
  • Partial shareholder buyouts

See Our Finance Platform: Strategem Finance Insights


We have provided over $3 Billion in capital and $6 Million Dollars Monthly to growing small business enterprises, funding thousands of companies across the globe through our strategic partnerships. We are seeking new investment opportunities that meet ESG goals and objective daily for fostering a clean planet. Industries supported by our investor partnerships include:

Advertising & Marketing, Aerospace, Agriculture, Biotechnology, Business Products, Business Services, Cellular, Clean-tech, Communication & Computer Networks, Computer Hardware, Computer Services, Consumer Products, Consumer Services, Defense, Military & Homeland Security, Distribution, Diversified, Education, Electronics, Energy & Natural Resources, Enthusiast, Craft & Hobby Products, Environment, Financial Services, Food and Beverage, Government Services, Healthcare, Industrial Products, Manufacturing, Media & Entertainment, Medical Devices, Medical Services, Mining, Pet & Animal Products/Services, Pharmaceuticals, Real Estate, Construction, Retail & wholesale, Software, Technology, Telecommunication, Tourism & Hotels, Transportation, Video Games.

We Solve Inadequate Capitalization Problems that Inhibit Growth Through Strategic Finance Planning 

80% of businesses fail due to inadequate capitalization. An under-capitalized business is one that cannot afford current operational expenses due to a lack of capital, one that is over-exposed to risk, or one that is financially sound but does not have the funds required to expand to meet market demand. These conditions lead to stagnation, or can lead dissolution or bankruptcy. We help acquire funding for start-ups, working capital, expansion, M&A, investment, and operations. We match your needs to our sources according to industry, stage, funding range, geographic location, and investor preference. Our services provide short term funding solutions, stage funding, business start-ups, mezzanine funding, bridge funding, Asset Based Lending. We assist in making your offering investor ready in full compliance with SEC regulations.

Raising capital can be a very complex, time consuming, and expensive undertaking that involves everything from registering a C Corporation, to preparing financial statements, to registering with the SEC or obtaining an exemption, and filing appropriate registrations under state blue sky laws. Over 80% of start up businesses fail due to inadequate capitalization. Count on our superior experience raising capital, advising middle market M&A transactions, structuring capital, and providing funding sources. We give senior level attention and involvement at every step of the process, with unparalleled execution capabilities. We work with businesses to identify, source, structure and execute innovative finance transactions that solve short term liquidity, working capital, and long term capital needs.


Regulatory Compliance

Raising Capital requires compliance with SEC Regulation D. Any private company that is seeking to raise equity capital or private debt funding from investors should have a securities offering in place. Under the Securities Act of 1933, any offer to sell securities must either be registered with the SEC or meet an exemption. Regulation D contains three rules providing exemptions from the registration requirements, allowing some companies to offer and sell their securities without having to register the securities with the SEC under Rules 504, 505, and 506. Raising capital under Regulation D can significantly increase the chance of a successful new business or product launch, and reduce the cost of capital needed to successfully launch or expand a business.

With over 5,000 worldwide funding sources and partners, we assist our clients in preparing and submitting all SEC Regulation D documentation for your company to conduct a stock offering for investors. We design funding strategies, provide funding sources, assist with negotiations, form and register businesses. Private Placements are regulated by the Securities and Exchange Commission, and by the U.S. Treasury Rules governing Private Lending Sources that lend money to and invest in private companies. Investors in Private Companies usually include angel investors, trusts, banks, foundations, corporations, investment funds, etc., under standards issued by the Office of the Comptroller.

Finance Planning

Having the right strategy to reach your company goals is the key to optimizing capital. Effective FP&A is key to Capital Efficiency. Some companies often don’t have time to analyze figures and facts, conduct in-depth process analyses and develop the required finance management models. Call on our experience and knowledge to achieve your company plans.



Companies go through various finance stages before the liquidation stage when investors cash in. Stages start from seed capital and private placements all the way to IPO – Initial Public Offering. We help with all stages of funding, matching investors whose preferences match your company’s stages along with other important preferences Provided you have sufficient business, financial, and marketing plans we can source investors quickly without the tedious networking required to attract private capital. Business, finance, and marketing plans are drafted or reviewed for sufficiency before submission to investors.

Seed Stage The seed stage is the very first stage of a company. Seed stage is usually the stage of a company that is just beginning and may not have a product prototype yet.

Early Stage This stage describes a company that is still in its formative phase. At this stage, a company may have a product prototype or may be developing its prototype. Early stage or startup stage is usually divided by different funding series. These series are series A and B. Series A is usually the first round of funding in early stage funding. This round of funding is usually earmarked for getting the product or service prototype developed and prepared for mass production or implementation. Series B basically describes a round of early stage funding that is earmarked for companies who already have a fully developed prototype and is at the stage where their product prototype can be manufactured. This funding round usually provides the capital to hire more staff and workers, prepare facilities for mass production, and finally allow the company to open for business.

Growth or Expansion Stage is usually referred to companies who are already established and already have a client flow and revenue coming in. When a company reaches this stage, it is usually already doing well and wants to expand into different markets.

Mezzanine Stage is a stage that a company goes through as it prepares itself for an initial public offering (IPO), going to have its shares publicly traded in the Stock Exchange.

Liquidation Stage is usually the phase of a company’s life where the investors make their exit and cash in on their investments. Liquidation can be divided into different kinds of stages, such as mezzanine stage, managed buyouts, and leveraged buyouts.

Managed Buyouts are usually when the management of a company works together with investors or the management of other larger companies to buy that company.

Leveraged Buyouts are when investors who have a controlling share in the company leverage the buyout.

Most small businesses earn a yearly revenue of $1 million or less are experiencing serious difficulty acquiring capital. 41% of small businesses report that they cannot obtain adequate financing. Millennium can source capital, reduce the cost of capital, restructure capital, design investment strategies, and develop plans for the long-term financial goals of your enterprise.

As a growing portion of the nation’s banks saw a spike in demand for loans to smaller firms according to the latest Federal Reserve figures. 2Q 2020 saw 26% of banks that experienced “moderately stronger” demand for commercial and industrial loans from small firms earning up to $50 million USD. That percentage was the highest all year, rising from 8% the previous quarter. The data are consistent with a modest recovery and an uptick in business confidence. Despite the uptick, nearly all banks surveyed kept their credit standards extremely tight, and their loan terms the same.

The Covid-19 pandemic has caused increased demand for funding and PPP Lending, working capital requirements, and funding for personnel due to human capital shortages. Even with the moderate recovery and increased demand for loans, the vast majority of banks kept credit tight, as 94% reported that credit standards for small firms remained basically unchanged. A similar proportion of banks said the maximum size of credit lines and requirements on collateral also stayed the same. Many small businesses are either struggling to get by or simply keeping their powder dry when it comes to capital investments, hiring and borrowing.

Whether you have capital expenditure requirements, or short term liquidity solutions contact us to discuss your our strategic financing sourcing and planning services: 1-800-791-6962 Email: