Find the Right Credit Partner
for Your Financing
We optimize your financing strategy, positioning, and structure, and identify private credit partners aligned with your company and financing objectives.
Principal Amount
$2.5M to $50M+
Underwriting Profile
Cash-flow, asset-based, venture, esoteric, and Real Estate
Company Size
Lower-middle and middle market
Company Ownership
Privately-owned and sponsor-backed
Geography
United States and Canada
Data-Driven Precision, Relationship-Driven Execution
Navigate the fragmented credit market with greater intelligence, connectivity, and conviction.
Sophisticated Identification
We understand the priorities of private credit lenders, founders, executives, and sponsors to identify strong alignment between the company, credit partner, and financing opportunity.
Industry Intelligence
We combine proprietary datasets, unstructured public information, lender-provided information, and custom-trained AI agents to generate differentiated, up-to-date intelligence that enables us identify the right private credit partner for your financing opportunity.
Valuable Network
We continually develop and invest in relationships with differentiated credit partners that demonstrate flexibility, provide attractive financing solutions, and take a long-term view of company success.
Transparency & Control
We reduce the administrative burden while protecting the sensitivity of private company information. You remain informed and in control of what is shared, while we coordinate the efficient exchange of information on your behalf.
A More Responsive Approach to Financing
Move from opportunity to closing in weeks, not months.
Fast Execution
Move from opportunity to closing in weeks, not months. Private credit lenders often benefit from leaner decision-making, streamlined approvals, and sector specialists who understand your business and financing needs from the outset.
Increased Closing Certainty
Private credit lenders deploy committed capital, begin diligence early, and structure transactions directly with borrowers. With less dependence on syndication or public market conditions, they can provide greater execution certainty and a more predictable path from term sheet to funding.
Higher Risk Tolerance
Private credit lenders can address situations that fall outside traditional bank parameters, including higher leverage, complex credits, cyclical industries, negative EBITDA, and special situations. Their flexible capital and structuring capabilities enable more tailored solutions for transactions that require a differentiated approach.
Structural Flexibility & Fewer Covenants
Private credit lenders can tailor financing around a borrower’s business, cash flow, and objectives, with terms and covenants negotiated directly. Traditional bank financing is often more constrained by standardized credit policies, regulatory requirements, and syndication considerations.
From Financing Readiness to Funding
Good preparation, structure, and lender strategy will improve financing outcomes and reduce execution risk.
Introduction + Assessment
We assess your financing opportunity in relation to your company profile, financials, timelines, and use of proceeds to determine if and how to move forward with the opportunity
Structuring + Positioning
We collect the necessary information and perform a financing opportunity mandate evaluation to determine your credit profile, suitable credit structures, and positioning of the financing opportunity to potential lenders.
Identification + Verification
Leveraging our extensive industry intelligence and valuable network, we efficiently identify which private credit lenders strongly align with your financing opportunity and validate alignment directly with the lender.
Engage + Compare
We establish and coordinate engagements with qualified lenders and work towards obtaining term sheets to compare and select your best option.
Underwriting + Funding
We provide guidance, facilitate streamlines communication and document exchange during the underwriting process, and focus on maintain momentum and fast closing of the transaction.
Navigate the Credit Market With Intelligence, Connectivity, and Conviction
A structured, intelligence-driven approach designed to minimize blind spots across the credit market.
Privately Held Companies
Financing guidance for founders, families, owners, and management teams that do not maintain an internal debt capital markets function.
Learn MoreSponsors and Portfolio Companies
Targeted support for acquisitions, add-ons, refinancings, recapitalizations, growth initiatives, and portfolio-company liquidity needs.
Learn MoreReferral Partners
A disciplined private-credit resource for attorneys, accountants, bankers, consultants, M&A advisers, fractional CFOs, and other trusted professionals.
Learn More
"With the right fit between the company and credit partners, finding financing is an opportunity, not a challenge."