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

    • Sustainability
    • 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

    • 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