Established businesses, serious investors, and the deals in between.
01Small & mid-size business owners
Established operating companies: manufacturers, industrial businesses, medical and professional practices.
Typical problems
- The bank said no, and didn't say why
- Growth is outrunning cash
- Buying a competitor or a supplier
Typical needs
Lines of credit, equipment finance, asset-based lending, term loans, acquisitions.
02Real estate investors
Flips, hotels, multifamily from 6 to 250 units, self-storage, industrial, assisted living, medical office.
Typical problems
- Not leased up enough for the bank yet
- A loan written at 3 to 5 percent, resetting at 7 to 8
- A renovation banks won't finance
Typical needs
Bridge, refinancing, mezzanine, equity sleeve.
03Other situations
Buying a business, historic and PACE projects, owners planning an exit, and deals that don't fit a bank's box.
Typical problems
- Buying a business or a partner out
- A historic project with PACE financing
- Preparing the company for a sale
Typical needs
Structured financing, equity introductions, advisory.