Focus

  • Small and Mid-Market Companies – Revenues: $5.0million - $200 million

  • Target Transaction Size - $1 million - $50 million

  • “Bridge” Financing

  • Recapitalization unwanted “storied credits” in banks existing loan portfolio

Financing Types

  • Asset-based lines of credit backed by A/R and inventory

  • Term loans on equipment – new or used

  • Purchase order financing

  • Commercial mortgages – owner occupied and investment properties

  • Mezzanine / sub debt backed by cash flow

  • Private equity

Process

  • Initial call/meeting, collect situational data

  • Discuss capital needs and wants with client

  • Determine feasibility of success

  • Discuss likely terms expected

  • Engagement discussed and signed

  • Term sheets presented

  • Term sheet signed

  • Work toward closing