Entrepreneur & Founder Focused

Market Driven Valuation

Owner Accountability

Targeted Outreach

Capital Roadmapping

Who We Are


With 30+ years combined experience in the equity and debt capital markets, our team has advised over 150 M&A and capital raise transactions and built a network of over 1,000 venture capital and private equity investors across the US.


We’re focused on maximizing value for all our clients through either capital raise or M&A transactions. We’re not satisfied until we’ve secured you the optimal capital opportunity. As a long-term partner, we’re as committed to success as you are.


Our unique approach uses a proprietary and tactical strategy to target and find the right investor or buyer for the deal, which increases the chances of a successful close. We won’t take a deal to market until we have significant confidence in a successful outcome, and we invest heavily through the preliminary due diligence process as we prepare our clients, research the market/industry landscape, and understand the company’s financial data.

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Now Capital Advisors is not a registered broker-dealer, and Finalis Securities LLC and Now Capital Advisors are separate, unaffiliated entities. Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck . (the “Now Capital Advisors Website”) is a website operated by Now Capital Advisors, a privately held Utah limited liability company. Now Capital Advisors provides Capital Raise, business advisory and M&A buy-side and sell-side services. Services concerning securities-related transactions are offered separately by Joe Milam and Andrew Engram in their capacity as registered representatives of Finalis Securities LLC Member of FINRA/SIPC.

Our Approach

We work directly with entrepreneurs and founders to reach valuation milestones based on their specific exit timelines. We strategize and work backwards to lay out a clear, concise, and achievable exit plan. We aim to help you each step of the way throughout the life cycle of your business. At the end of the day, we are only successful if you are.



Creating clear milestones to get to your ideal valuation and holding ownership accountable.


Sourcing the least expensive debt based on where you are.


Minority or majority - some chips off the table or all the chips.


Due diligence, market evaluation and realistic exit expectations for owners.

Industry Expertise

Some Clients We Have Helped!

Transaction Metrics

Revenue 5MM+

Stage: Growth
Capital to Exit

Capital Needed:

Resources From Coast to Coast

Salt Lake City

San Diego

Los Angeles


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