
Unlocking Capital. Driving Growth.
We are striving to build a more equitable and inclusive economy by ensuring that all entrepreneurs have equal access to capital, resources, and networks.
Our Services
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Capital Connections
We connect our clients to trusted capital sources to achieve their business goals. Our clients are typically seeking between $150,000 and $5,000,000 in funding.
Commercial Real Estate: Purchases, refinancing, and new construction. Includes owner-occupied and investment CRE.
Multifamily Housing: Purchases and refinancing of small to medium multifamily projects. May include rehab/construction.
Business Lending: Equipment, lines of credit, real estate, and debt consolidation for small to medium sized businesses.
Acquisition Financing: Execute full business acquisitions and partial buyouts.
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Advisory Services
We provide business development, financial, and strategic expertise for targeted initiatives. Sample projects include:
Outsourced Sales Asset: Business development support to increase revenue.Acquisition Support: Expert guidance throughout the acquisition process, supporting purchases and exits.
Financial Modeling & Planning: Projections and cash flow analysis to boost profitability.
Fund Management: Providing strategic and operational support for revolving loan fund.
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Private Debt & Equity
We provide flexible and patient capital to owner operators and sponsors.
Minority Equity Investments: Direct capital injections to companies in need of capital for growth, acquisition, recapitalizations or management buyouts.
Subordinated Debt: Customized loan structures to bridge funding gaps, support expansion, or complete transactions.
*Operator-Centric Approach: Alignment with management to drive sustainable value and long-term success is key.
Testimonials
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Jon was absolutely amazing in helping me secure the financing I needed to grow my business. From start to finish, the process was smooth, seamless, and stress free. Jon’s expertise, dedication, and genuine care for his clients truly set him apart.
Haley, Rumpus Room (Mt Juliet)
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Jon has been an incredible resource in helping me navigate the complexities of purchasing a brick-and-mortar property. Jon not only connected me to the right experts and resources but also provided clear guidance on every step—from securing financing to understanding local regulations.
Elise, Thendara Wellness (Denver)
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I’ve worked with Jon on multiple business deals, and he has also helped my real estate clients secure financing for their commercial purchases. He was instrumental in helping me get funding for a major new construction project, specifically a restaurant and retail center in Nashville.
Kamica, Meridian Street Cafe (Nashville)
Get in touch.
Have questions or want to discuss your business needs? Contact us using the form below, and we'll get back to you shortly.