A private holding and advisory firm. We own and operate lending brands, hold board and investor positions, and advise a select group of clients on capital, structure, and bank relationships.
How the entity, the capital stack, and the operating model should be built so the business can actually scale.
Access to deals and structures that don't reach the open market, drawn from three decades of relationships.
Positioning, introductions, and the terms conversation — from first institutional money through growth rounds.
Warehouse lines, depository partnerships, and the bank-side relationships that determine what a lender can do.
Hard money and private lender partnerships, joint ventures, and the funding relationships behind them.
Introductions into venture and strategic networks for companies that have outgrown their current backers.
After being turned down by several banks, Scott and his team were able to secure a competitive loan against my agricultural property in Livermore. Their communication, professionalism, and overall service was impeccable. I will be forever grateful.
We take on a limited number of advisory relationships — private debt and equity consultation for business owners. Submit an inquiry and we'll respond if there's a fit.