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