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Recent Transactions
A showcase of the diverse deals we’ve structured across industries—highlighting our ability to deliver tailored financing solutions that help businesses achieve their growth goals.
$1.5mm
Line of Credit
Industry: Construction
Revenue Run Rate: $115MM
Details: A commercial construction company had its $4MM bank line of credit frozen after a prior year tax return showed a loss, despite strong current contracts and cash flow. With payroll and job sites at risk, I stepped in and secured a $1.5MM revenue-based line of credit within 72 hours through private capital. The facility kept projects moving and served as a bridge while the company stabilized and re-engaged traditional lenders.
$700k
Term Loan
Industry: Healthcare Staffing
Revenue Run Rate: $16MM
Details: A multi-state healthcare staffing company needed growth capital to launch its fourth office in Arizona but was constrained by bank timelines and expansion covenants. I secured a $700k term loan that funded office buildout, recruiter hiring, and initial payroll to support rapid market entry. The capital allowed the company to scale immediately and establish a strong foothold in a new state without slowing existing operations.
$500k
Term Loan
Industry: Dentist Offices
Revenue Run Rate: $10MM
Details: A growing group of dental offices in Southern California needed immediate capital to bridge equipment purchases after their supplier offered a time-sensitive bulk discount. Bank financing timelines couldn’t meet the deadline, so I secured fast private capital that allowed them to place the orders immediately. The group captured over 40% in equipment savings, accelerating expansion plans and positioning the practices for strong growth going into the new year.
$1mm
Term Loan
Industry: Oil & Gas
Revenue Run Rate: $32MM
Details: An oil and gas operator needed capital to accelerate a multi-well development program and lock in service contracts at favorable pricing. With
timing critical and traditional lenders unable to meet the execution window, I secured a $1MM loan to fund the project. The financing allowed the company to move forward immediately and capture incremental production without delaying core operations.
$815k
Line of Credit
Industry: Franchise Gym
Revenue Run Rate: $28MM
Details: A high-performing franchise gym generating over $1MM in EBITDA needed flexible capital to support a rapid membership surge and upgrade equipment across peak locations, but their bank required a full recertification due to recent ownership changes. I secured an $815K line of credit that provided immediate liquidity without disrupting operations. The facility allowed the gym to scale capacity, improve member experience, and sustain momentum during its strongest growth cycle.
$780k
Line of Credit
Industry: Hvac
Revenue Run Rate: $19MM
Details: A South Florida HVAC company generating $1.6MM in EBITDA faced a seasonal spike in demand and needed immediate working capital to pre-purchase equipment and hire additional crews ahead of peak summer months. Bank financing timelines couldn’t keep pace with the opportunity, so I secured a $750K line of credit with flexible draws. The facility allowed the company to service more contracts, shorten response times, and capture incremental revenue during its busiest season.
$800k
Term Loan
Industry: Restaurant
Revenue Run Rate: $17MM
Details: A Michelin-star restaurant in New York City needed growth capital to execute a high-profile expansion, including a private dining buildout and kitchen upgrades ahead of a peak reservation season. Traditional bank financing couldn’t meet the timeline due to detailed underwriting and collateral
requirements, so I secured an $800K term loan in 48 hours. The funding allowed the restaurant to expand capacity, enhance the guest experience, and drive incremental revenue without disrupting daily operations.
$450k
Term Loan
Industry: Chiropractor
Revenue Run Rate: $9MM
Details: A growing chiropractic practice needed capital to expand treatment rooms, add specialized rehab equipment, and hire additional providers to meet rising patient demand. With timing critical, I secured a $450K term loan in under 24 hours, funding the deal the day before a national holiday when traditional lenders were unavailable. The rapid execution allowed the practice to scale immediately without losing momentum or patient volume.
$350k
Line of Credit
Industry: Roofing
Revenue Run Rate: $7MM
Details: A California roofing company needed immediate working capital after winning several large commercial projects that required upfront material purchases and additional crews before progress payments were received. Bank financing timelines couldn’t support the sudden increase in workload, so I secured a $350K line of credit with flexible access to funds. The facility allowed the company to mobilize quickly, keep projects on schedule, and maintain steady cash flow during peak demand.
$350k
Term Loan
Industry: Retail
Revenue Run Rate: $5MM
Details: A fast-growing retail company in Colorado needed capital to support a seasonal inventory ramp and store refresh ahead of a high-traffic sales period after an asset-based lending facility fell through late in the process. To avoid missing the buying window, I secured a $350K loan that covered the immediate funding gap. The capital allowed the retailer to move forward on inventory purchases and fully capitalize on peak-season demand.
$275k
Line of Credit
Industry: Home Healthcare
Revenue Run Rate: $4MM
Details: A home healthcare company faced an urgent payroll shortfall after Medicaid and Medicare temporarily paused reimbursements due to a billing system change, despite having over $500K in receivables backlog. With payroll due by Friday, I secured a $275K line of credit that funded same day at a teen-level interest rate. The facility allowed the company to make payroll on time and continue operations while reimbursements were reinstated.
$225k
Term Loan
Industry: Yoga Studio
Revenue Run Rate: $2MM
Details: A multi-location yoga studio suffered unexpected water damage that forced immediate replacement of studio flooring to remain operational and avoid class cancellations. With insurance proceeds delayed and timing critical, I secured a $225K loan that closed in just 48 hours to fund repairs and remediation. The financing allowed the studio to reopen quickly, retain members, and protect revenue during a critical period.
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