Portfolio

Capital Structured.
Problems Solved.

Bespoke debt and capital solutions across technology, healthcare, commercial real estate, and industrial sectors — every deal built from the ground up.

$133.9M+
Capital Structured
10+
Transactions Closed
Agnostic
Industry Focus
100%
Referral Based

Structured Transactions

Debt & Capital Solutions
Each deal represents a bespoke capital solution — structured, sourced, and closed to meet the specific needs of the business.
Technology Bridge Loan
$1.5M
AR Secured Bridge Loan

Software Platform — Add-on Acquisition

Structured an accounts receivable secured bridge loan to fund an add-on acquisition for a software platform company, enabling rapid market expansion through strategic M&A.

AR-backed structure; acquisition-driven growth capital
Healthcare ABL Revolver
$1.8M
ABL Revolver: Medical AR & Equipment

Healthcare — Debt Restructuring

Placed an asset-based revolving facility secured by medical accounts receivable and equipment, enabling the operator to restructure existing debt and stabilize cash flow.

AR + equipment collateral; full debt restructure completed
Real Estate — Retail Cash Out Refi
$2.4M
Cash Out Refinance

Commercial Real Estate — Bridge Rescue

Structured a cross-collateralized cash-out refinance to rescue a matured bridge loan on a retail commercial property, recapitalizing the asset and providing the borrower with runway and liquidity.

Cross-collateralized structure; matured bridge loan resolved
HVAC / Industrial DDTL
$500K–$1.5M
Receivables-Based Delayed Draw Term Loan

HVAC Services — Growth Facility

Secured a receivables-based delayed draw term loan with a $500K initial credit limit and an expandable cap to $1.5M, giving the HVAC operator flexible access to capital tied to revenue growth.

DDTL structure with 3× expandable limit
Metals Manufacturing ABL Revolver
$2.7M
CRE Secured ABL Revolver

Metals Manufacturing — Working Capital

Placed a CRE-secured asset-based revolving line of credit for a metals manufacturer, providing working capital and facilitating a broader debt refinance across the business.

CRE-secured; working capital + debt refinance achieved

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