We begin by understanding your business, financial position, capital needs (growth capital, recapitalization, etc.), and the purpose of the financing. This includes reviewing historical performance, evaluating collateral, and identifying credit strengths and challenges to determine debt capacity and the most appropriate financing strategy.

We organize and prepare all required financial materials—historical statements, projections, cash-flow analyses, and supporting documentation. We also build a lender-ready financing package that clearly presents your credit profile, borrowing needs, repayment capacity, and business story.​

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We identify and engage the right mix of financing sources, including traditional banks, asset-based lenders, private credit funds, mezzanine lenders, and equipment or specialty finance providers. Our broad outreach ensures competitive interest and multiple financing options. We manage all communications with lenders, coordinate information requests, facilitate diligence, and maintain a secure data room for document sharing. Our team ensures a smooth process while allowing you to stay focused on running your business.​​​

We help evaluate and compare competing loan structures, pricing, covenants, collateral requirements, and terms. Our role is to advocate for the best outcome—ensuring the financing supports your long-term goals and minimizes financial risk.

We coordinate the closing process with lenders, accountants, and legal advisors, helping to finalize documentation and ensure all pre-funding requirements are met. We remain available beyond closing to support ongoing lender relations and future capital planning.