Our Portfolio
Every business is different, so every funding plan is unique. The following examples help to illustrate how we have helped various portfolio companies based on their specific circumstances.
$250,000
- Environmental Sustainability Industry
- Explosive early stage growth
- Finance inventory to supplement bank’s LOC backing accounts receivable
- Junior term loan
- Rhode Island
$400,000
- Distribution Industry
- Division spin-off from parent company
- Financed core inventory; future A/R growth
- SBA Term Loan; Senior asset-based LOC
- Northborough, MA
$100,000
- Recreation / Fitness Industry
- Term loan
- Financed Equipment purchase
- Rhode Island
$500,000
- Home Improvement Sales and Installation
- Mature company undergoing turnaround
- Refinanced evergreen LOC; extended A/P
- Mezzanine Term Loan
- Rhode Island
$220,000
- Manufacturing
- Funded leasehold improvements to operating company
- Transaction involved bank and 504 lender
- N. Attleboro, MA
$1,250,000
- Consumer goods designer
- Acquisition, management stock buyback
- $400,000 Lead in a Mezzanine Term Loan
- Rhode Island