Our Clients

Our clients fit into four principal categories

  • Small and Middle Market Businesses with revenues from $10M to $250M seeking innovative debt solutions beyond traditional commercial banking sources. 
  • Not-for-profit Institutions such as those involved in Education (Colleges, Universities, Private Schools and Local School systems), Healthcare (Hospitals, Clinics and Healthcare Systems) and Governmental entities (Cities, Counties, States, National Entities), and Specialized Districts (Water, Rail or Power).
  • Technology, Software, and Service Enterprises conducting B2B SaaS business via recurring revenue models with Annual Recurring Revenue (ARR) greater than $1 million.
  • Construction Sector Businesses including General Contractors seeking solutions to provide expedited funding for their Subcontractors and Subcontractors seeking additional working capital to allow them to take on additional profitable projects.

Key client profiles

  • Growth-focused companies: Those that need funding exceeding banks’ lending limits to capitalize on opportunities without equity dilution.
  • Turnaround Businesses: Those that face credit challenges due to operational, financial, or legal challenges, challenges which can be explained and overcome if a lender is willing to invest the time to listen to the story, analyze and understand the story, and act on the story.

Specialized funding needs:

  • Manufacturing expansions in Mexico – financing new equipment or unlocking capital from Mexican-based assets via sale and leaseback strategies.
  • Businesses with real estate investments – redeploying equity from real estate into higher returning growth initiatives through real estate sale and leaseback strategies.
  • Companies in unfavored sectors – those involved in sectors such as firearms and ammo, oil and gas, mining and cannabis.
  • Structural Enhancement Seekers: those desiring structural changes such as elimination of personal guarantees, expanded borrowing base availability on inventory, providing financing on foreign, long dated and concentrated receivables, the elimination or reduction in the number of financial covenants.

If your business fits one of these areas, contact me at [email protected] to review it and explore the available funding alternatives.