Senior secured term loans:
Real estate
Equipment financing/leasing
Acquisition financing/LBOs
SBA loans
Lines of credit:
Asset-based revolvers
Formulaic lines of credit
A/R factoring lines of credit
Inventory financing
Financial planning and analysis
Financial modeling
Analyzing debt service capabilities
Business plan analysis and development
Working capital management
Financial reporting
3-statement financial projections
B/S, P&L, working capital trend analysis
Personal Debt Acquisition
Family office/personal bill payment
Power of Attorney Agent
Family office/personal budget/modeling
Coordination with outside services
Business activity management
*Provided by affiliate Aspen Financial Partners LLC
The team is composed of a group of accomplished leaders and financial professionals with an average 25 years of experience in direct commercial loan lending and business ownership. They have served as advisors to a diverse range of middle-market clients, providing capital solutions while also offering hands-on management expertise in strategic planning, business development, process improvement, and financial management. The team specializes in driving growth and optimizing financial performance across various industries. They have a proven track record in developing and executing successful business strategies, managing complex negotiations, and fostering collaborative environments. Adept at navigating complex financial landscapes, including credit facilities, risk management, and business expansion, the team is known for its strategic vision, operational excellence, and commitment to maximizing shareholder value. Their experience spans commercial financing, investment banking, financial services and operational roles with middle-market companies.