Loan Placement :

These clients require either conventional  borrowing relationships or asset based accommodations. The Accounts Receivable, Inventory and or Fixed Assets of the company typically secure the asset based accommodations while the conventional borrowing arrangements are more typically based on the historical cash flow of the company and the strength of the Balance Sheet.

We source ,negotiate and close lines of credit, equipment loans, leases and real estate loans  from the preparation of the "book" through the closing. We guide the process , this includes sourcing financial institutions, negotiating proposals, shepherding the request through the credit approval process, closing and funding.

Consulting :

We have dealt with issues of management  succession, redefining the direction of a company, restructuring management teams and a host of other issues key to the survival  and success of companies.