Capital advisory for real estate investors and business owners. Bank, non-bank, bridge, and structured financing, placed by a banker with nearly three decades in private banking and custom credit.
From the first call to the closing table, we help run the whole process.
Where the business is, what it needs, and what you've tried. The first 30 minutes are free.
Banks, non-bank lenders, SBA, bridge, mezzanine, equity. Every source that could fit.
The deal goes to the right lenders and investors, positioned the way they want to see it.
The capital you need, on the best possible terms.
Established businesses, serious investors, and the deals in between.
Established operating companies: manufacturers, industrial businesses, medical and professional practices.
Lines of credit, equipment finance, asset-based lending, term loans, acquisitions.
Flips, hotels, multifamily from 6 to 250 units, self-storage, industrial, assisted living, medical office.
Bridge, refinancing, mezzanine, equity sleeve.
Buying a business, historic and PACE projects, owners planning an exit, and deals that don't fit a bank's box.
Structured financing, equity introductions, advisory.
Marc Barbeau spent nearly three decades in private banking and custom credit at some of the country's largest banks, structuring loans for business owners and high-net-worth families. He was on the lending side of the table long enough to know what lenders need to see, why good deals get turned down, and which lenders are built for which kinds of deals.
Today he works for the borrower instead of the bank. He brings that experience, his Certified Exit Planning Advisor credential, and a network of banks, non-bank lenders, and investors built over a career, so your deal is positioned the right way and put in front of the people most likely to fund it.
Thirty minutes to understand the deal and see if we're a fit, both ways.
What you're really solving for, and why lenders said no. Sometimes the fix is in how the financials are presented.
We take it to the right sources and structure the stack: senior debt, bridge, mezzanine, equity.
Terms, lender, done. Then we look at what's next for the business.
Your first 30 minutes are free. After that, you pay for the time we actually spend, with no full-hour minimums. When we place capital, a success fee is due at closing.
Book the introTell us the deal type, the size, and your timeline. If we're not the right fit, we'll say so and point you to who is.
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