Refer the deal, keep the relationship.
For accountants, lawyers, brokers, equipment dealers and advisors with a client whose financing needs shaping. You keep the relationship. We do the structuring, the file and the lender work.
- Deal range
- $100,000 to $10,000,000
- Handoff
- Private, client first
- Model
- Advisory, not a panel
Who sends us deals.
Usually somebody who has just watched a good client get an answer that did not match the business.
Accountants and bookkeepers
You already have the statements, the ageings and the debt schedule. What is usually missing is a written request and a lender whose mandate fits.
Lawyers
A purchase agreement with a financing condition and a closing date. We work backwards from the date and tell you early if it is not achievable.
Business brokers
An acquisition that needs a capital stack rather than one facility. Vendor paper, senior debt and buyer equity, sequenced.
Equipment dealers and vendors
A customer who wants the machine and needs the payment to work. Including releasing cash from what they already own.
Consultants and fractional CFOs
A debt schedule assembled one facility at a time that now needs restructuring rather than another facility.
What we promise you.
- The relationship stays yours. We are introduced as the financing side, and we say so.
- A read on the deal within one business day, including when the answer is that it will not fund.
- No lender is approached until the client approves the list. Nothing is circulated.
- You are told what is happening at each step, without having to chase it.
- We do not cross sell your client anything. We arrange the financing and stop.
What we need from you.
A referral does not have to be tidy. It has to carry enough signal to triage.
- The client
- Business name, province, sector and roughly how long they have traded.
- The ask
- Amount, purpose and the date it has to happen by.
- The problem
- Tax arrears, an advance outstanding, a soft year. Say it now. We find it anyway, and finding it late is what kills a file.
- Permission
- Confirmation the client is expecting our call.