We work with U.S. manufacturers, family enterprises, and private equity sponsors with equipment-intensive operations. Our transactions typically fall in the $100k–50 million range. If your business relies heavily on equipment to generate revenue and you need capital that reflects that, we are likely the right fit.

We are not a lender. We are an independent advisory firm. We do not provide capital directly, we advise on structure, source the right capital partners, and negotiate on your behalf. Our only obligation is to your outcome, not to any lender's placement goals.

Every engagement begins with an introductory call to understand your business, equipment, and capital objectives. From there we assess the right structure, identify the most suitable capital providers, and manage the process through to close. You work directly with a senior advisor at every stage.

It depends on transaction complexity and structure. A straightforward equipment finance or sale-leaseback can move to a term sheet within days. Multi-tranche platform transactions require more coordination and may span several months. We set clear timelines at the outset and manage to them.

Our fee structure is engagement-specific and discussed during the initial consultation. Most advisory engagements are structured on a success fee basis, aligning our compensation directly with a funded outcome.

A broker's job is to place a transaction. Our job is to advise on one. That distinction matters when the structure has long-term implications for your balance sheet, your covenants, and your ownership. We take fewer engagements, stay closer to each one, and measure success by whether the capital we source still serves you years after close.