$3,700,000 loan for a software development company creating software for search engine optimization (SEO) to purchase two companies in the same business. The business owner thought he had to use private equity to finance the purchase, but the SBA loan I obtained allowed him to keep 100% control of his company with a much lower financing cost than private equity. The purchase provided significant cost savings synergies across all three companies.
$2,500,000 loan for retail and commercial bakery, purchased building, funded substantial renovation, provided working capital for retail startup at new location, equity was business assets and real estate, no cash equity needed
$845,000 loan for medical equipment manufacturer, purchased building, provided working capital for major business expansion for new product, paid off existing credit line, resolved financial statement issues and prior year loss, equity was real estate, business assets, patents, no cash equity needed
$850,000 loan for landscape design company, purchased building, purchased equipment, repaid credit line, provided working capital, overcame IRS and credit issues from prior business slowdown, equity was real estate and business assets
$530,000 loan to purchase medical practice, purchased practice 5x size of existing practice, provided working capital, business valuation analysis and calculation, equity was equity in practice purchased, no cash equity needed
$300,000 loan for medical practice, turned down by two previous lenders, replaced high rate interest-only loan, equity was business assets
$260,000 loan for pest control company, purchased building, paid off second mortgage used to purchase business, provided working capital, equity was owned vehicles
$160,000 loan for service business, large loss carryforward, equity was business assets