Our goal is to be the go-to source for growth-stage companies in need of creative financial solutions; whether that's handling the financial duties of the company, identifying mission-critical risks and solutions, or raising capital to drive growth to the next equity event.

We aim to create value by consistently delivering superior results for our clients, investors, and partners.
James Turner, Founder & CEO

Our Firm

Our firm is an aggregator of business services solutions tailored to growth-stage companies. With a mission of serving as an end-to-end financial solution for growth-stage companies, we strive to provide a well-rounded offering to our clients.

The firm's client-first approach has afforded us a reputation as a premier partner for growth-stage companies seeking creative debt capital solutions, financial strategies, and streamlined financial operations.

Our History

Launched as an early-stage business advisory firm, we quickly expanded into a more traditional, project-based financial services firm focused on companies from pre-revenue through $1MM in revenue.

Soon, as our firm grew, we began seeing clients seeking capital while trying to mitigate dilution through traditional convertible notes or direct equity raise. We conducted several months of research to launch our venture debt advisory practice - taking on clients seeking primarily $250k - $1MM in capital.

Since establishing ourselves in the venture debt space, our solutions have grown more sophisticated to meet the needs of our evolving client base. Our firm now takes on clients seeking as much as $250MM in capital and we have expanded our services offering to include strategic and operational financial services to various companies at all stages of their growth.

Our Name

Legacy is at the heart of our firm. That is why we work as hard as we do to serve our clients, and why we continue to innovate to expand our firm into new markets.

Commonly asked about a hockey fan reference (the Fifth Line tends to be representative of a hockey team's biggest fans), our name stems from that of Founder & CEO, James Turner. James, being the 5th generation of his name in his family felt that representing his lineage in the name of the firm would be the best way to showcase the pride taken in the work that we do and the clients we serve.

Our Values

  • Ingenuity
    Understanding how to solve the challenges in front of us, finding, if not creating a solution to the problem.
  • Accountability
    Taking responsibility for one's actions - holding ourselves to the highest standard in all aspects of our work.
  • Dignity
    Taking pride in the trust placed in us by our clients and our partners.
  • Empowerment
    Trusting our partners and our team to accomplish the task at hand; knowing the right people are around us and they know how to accomplish the goal.
  • Perserverance
    Trusting that in the face of adversity, we can prevail in the hardest of circumstances to achieve our mission.
Contact Us
265 Franklin St. Suite 1702
Boston, MA 02110