Because It’s Time To Seek Alternative Banking

Partners

When Banks Say No, We Say YES!

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Private Capital & Investment Banking

No Compromise, Just Maximize

Small Business

Accounts Receivable

Equipment | Trucking

Bridge Financing

Business Credit Building

Real Estate

RE Development | Ground Up

Construction Loans

Refinance

Fix and Flips

Long Term Rentals | Senior

Corporate Restructure | Recapitalization

Debt Restructure

Partner Buyouts | M&A

Public Shells | IPOs

Franchise Solutions

Specialty

Government

Cannabis

Medical | Healthcare

ERC Bridge | Section 125

Hassle Free, Fractional CFO Consulting

Financial Advice From Experts

Let us worry about Capital while you focus on your project. In the new world business at the speed of light, executives need financial decisions and capital solutions to match. Traditional banks alone may not deliver the complete options in order to reach the desired growth goals. For this reason it is important to rely on our expert bankers to help develop a high-yield model and assist with the implementation all the way to exit (or multiple exits).

  • Fintech Solutions to always ensure a unique MVP.

  • Flexible Capital Pools for CRE, M&As and Working Capital for Business Expansion.

  • Fund Development, Credit Facilitation, Ecosystem Capital.

  • Loan Syndication, Flash Funding, Gap Financing, Creative Capital Stacks.

Asset Protection

Ecosystem Solutions

Family Office Solutions and Asset | Risk Management technology and Debt Servicing for Boutique Investment Firms.

No One Works Harder to Find the Right Solution

Your Financial Partners

Financial Consulting | CFO

Often organizations and executives don't know what they don't know. Leave the heavy lifting to us while you focus on building your dream and being the visionary.

FinTech | Blockchain Technology

Workflow automations and back office solutions. We incorporate AI technology, Web3 and other cutting-edge developments to future proof models for maximum proprietary advantage.

Alternative Capital

Funding needs don't always occur when you expect them too. For this reason, funding solutions need to match the needs and this may venture outside of the traditional banking standards of whats considered "bankable."

Because It’s Time To Seek Financial Advice From Experts

We Are Here To Help You Get Your Financial Share Of The Pie

We help companies understand and realize growth goals through our expert analysis offerings. There are four main services analysis that we provide. Business Analysis, Business Valuation, Revenue | Profitability Analysis, & Funding Analysis

01

Business Analysis

Comprehensive Deep Dive to fully understand business and opportunities

02

Business Valuation

Business Valuation on current business or current deals including due diligence and other methods in order to make informed financial decisions.

03

Revenue Analysis

Profitability Analysis to determine revenue opportunities or unprofitable activities.

04

Funding Analysis

Funding analysis identifies capital needs and capital opportunities in order to develop immediate and long term capital strategy model.

Even More Ways to Win!

The Capital Advantage

Ultimately there are several ways to achieve your capital requirements through Private Banking. For more detailed and structured guidance we have have trainings and certifications.

Recent Closings

No One Works Harder to Get You Approved

Working Capital

The Process was simple and easy they worked with us closely from start to finish to make sure we were taken care of.

Mixed Use - $1.1m

Utilized Great community relations to ensure a smooth closing. 75% LTV <50% occupancy no prior experience.

ERC Bridge - $400k

Customized loan product to fit clients needs and unique situation.

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All Rights Reserved | Private Lending Institution | Investment Banking Trust.