Deals Done

Here are examples of the broad range of deals I’ve closed.

Bridge/Short-Term Financing

$150,000 & $500,000
Short-Term Loan with SBA 7A loan takeout

An installer of high-end home alarm systems needed money quickly to purchase equipment and inventory for a project bid he unexpectedly won and needed to act on right away.  I closed the short-term financing in a few weeks and then refinanced that a few months later with a much higher amount at a lower interest rate.  This set him up to go after larger contracts.

Real Estate Acquisition

$9,600,000
SBA 504 loan

This deal was underwritten during Christmas and New Year’s to meet a tight deadline that saved the company $3 million on the purchase price.  Despite recent company losses as a result of an expensive company move (a one-time event), I successfully convinced the lender that the company could afford the loan.

Refinancing, Equipment Acquisition, and Working Capital

$2 million
SBA 7A loan

This loan provided significant additional financing well beyond what the borrower’s legacy bank could provide allowing the company to purchase new equipment, support a new product launch, and drive its ongoing growth in retail and distribution.

Business Acquisition

$420,000
SBA 7A loan

Lots of challenges were overcome here. This deal was short on collateral and the borrower initially had poor credit that I repaired, but it got done because of the management strength of the buyer, the historical profitability of the acquired business, and last-minute negotiations and help from the seller.

Accounts Receivable & Inventory

$2 million
Revolving Line of Credit

This facility perfectly complemented a large equity raise used for capital expenses. The advances on A/R and inventory were just right to finance trade and other operating expenses.

David Sanchez Deal

$814,000

Best Used Gym Equipment

$2,160,000

Justin Forsett

$750,000

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