Pearl Creek Advisors focuses exclusively on capital formation advisory services for nonprofit mission-driven organizations.
The world is in a constant state of change. That’s why for over 30 years organizations have turned to John Franklin for guidance and advice they can trust.
Now you can access that experience through comprehensive and compassionate capital formation advice to help your organization navigate the road ahead.
Pearl Creek Advisors brings unwavering client advocacy, creativity and professionalism to every client and customizes debt solutions to your organization’s particular needs and risk profile. Whether your organization is a start-up or has been around for decades, creating an efficient capital structure that balances cost, stability and flexibility is key to pursuing your organization’s strategic objectives.
And it starts with a conversation.
Founder & Principal
Areas of Expertise
pre-Financing
Having completed over 250 financings totaling over $10 billion over the past thirty years, we have found that developing a “Capital Formation Strategy” before pursuing a financing is crucial. It is also imperative to formulate how that Capital Formation Strategy integrates with your Enterprise Strategy. We truly act as your strategic partner, providing objective advice to assist in developing your Capital Formation Strategy.
During Financing
Once you have a sound Capital Formation Strategy in place, it is important to execute that strategy efficiently through effective “Transactional Leadership.” Transaction Leadership comes from decades of experience and knowing how to effectively manage the deal team. We provide that Transactional Leadership.
Post Financing
Finally, because your business and the capital markets are dynamic and changing, your Capital Formation Strategy should be routinely reviewed, similar to reviewing your asset management strategy. Through “Debt Management”, we help you manage the “right side of the balance sheet” so that your debt structure is always taking advantage of changing capital markets. We provide ongoing Debt Management.
Business Strategy
With decades of experience observing industries evolve with a “front seat” at organizations who have navigated market forces successfully, our acquired wisdom can be a significant resource in helping you develop an effective “Business Strategy.”
Board Education
We are PASSIONATE about helping non-profit organizations remain relevant and successful. Although everyone acknowledges that effective governance is key to success, it remains a challenge for non-profit organizations. We provide “Board Education” services because we believe that board education is instrumental in developing effective governance.
Program Enrichment
We are also PASSIONATE about what you do - your mission. This has translated into white papers on various non-financial topics including leadership, social connection, hiring and retaining good people, healthcare navigation, and developing good systems. We believe this intellectual capital adds value through “Program Enrichment” by helping you develop your “Value Proposition” to all constituents.
“In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.”