Often times traditional banks do not provide small & medium-sized businesses the best funding solutions for a number of reasons: a business is too small or doesn’t fit the bank’s established underwriting criteria or the bank doesn’t approve additional credit at the time that a business needs it, resulting in a missed opportunity to expand.

We work with all kind of Companies to help them grow their business.

We walk with our clients side by side to achieve their growth objectives and get as involved as desired by the client.
We help our clients improve, streamline and expedite the funding process:

• Evaluate the current business need & long-term objectives

• Assess current capital structure, the quality of the financial statements and work out the best approach to securing capital.

• Develop a funding strategy & assist in preparation of the lender package when needed

• Prepare business management for the financing meetings with investors / lenders

We provide alternative funding sources utilizing the various Transaction Types that accommodate our clients’ capital needs. We tap into our professional expertise and existing network of investors and lenders to increase our clients’ chances for success in achieving their growth objectives.

We realize that every client may be dealing with multiple issues at the same time or have a number of assets they can tap into for collateral (patents, real estate, contracts, invoices, accounts receivables, equipment, etc). A combination of Capital Instruments may be used to fulfill our client’s need for working capital. 

Many clients we work with have great cash flow and their business growth is impressive, and what they need is liquidity. In their case, they can’t meet the higher LTC or LTV requirement to obtain capital from the traditional lenders.
We work with a team of seasoned real estate lenders to meet the needs of Commercial Real Estate players such as developers, operators, owners, investors, and sponsors.