I focus on matching the right credit sources to the unique needs of each business, after reviewing each firm's unique needs and circumstances. This credit-matching process blends commercial and investment banking, depending on the needs of the business. Some outcomes involve creative and ...more

I focus on matching the right credit sources to the unique needs of each business, after reviewing each firm's unique needs and circumstances. This credit-matching process blends commercial and investment banking, depending on the needs of the business. Some outcomes involve creative and "outside the box" solutions that aren't in the mainstream of financial products because of the unique needs of the client. Recently, Recent examples include: - A simple $100,000 short-term deal turned into a $22 million capital injection. - Using creative financing for an established "remodel and flip" firm to grow beyond their current financial partner's resources. - Sourcing international purchase order funding for a new company needing to pay a China-based supplier. - Funding a specialized warehouse with additional equity plus debt construction financing. - Matching a specialty construction project with the financing and a niche construction firm for a potential joint venture. Projects include: - Finding the right fit in an SBA lender (they aren't the same) - Construction Finance - Real estate Finance - Trade Finance - Inventory Building - Purchase Order Funding - Factoring - Accounts Receivable Funding - Credit Card Receivables Fundingless