- Nov 14, 2022
- Aug 22, 2022
- Apr 21, 2022
- Sep 24, 2021
Combining a powerful network of lender relationships and extensive transaction experience, we provide high impact debt capital markets guidance to innovative growth companies.
Deep long-standing relationships with asset, growth and venture debt lenders
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Nuanced understanding of approach to risk
Coordinated approach to the best financing partners across banks, BDCs, family offices and funds
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No wasted search costs
Our volume, quality deals, and equity investor relationships provide leverage in representing our clients
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Result: optimal pricing & structure with the right partner
Serving the Financing Needs of the Innovation Economy
Technology FinTech SaaS Industrial Growth Consumer
Typical Client
$10M - $500M revenue
loyal customers
pre-profit thru profitable
backing: VC, PE, founders
Use Cases
growth / working capital
finance esoteric assets
replace existing lender
business pivot
recapitalization
Loan Types
revolvers / MRR Lines
asset term loans
venture debt
growth debt / mezz
revenue loans
Experience spanning 200+ debt transactions as growth and venture debt lenders, venture capitalists, executives, and board members
Todd was previously an Operating Partner for the Harry Halloran family office, an investment banker at Seven Hills Partners (now Daiwa Securities), and an equity research associate at T. Rowe Price. He is an alum of Bucknell (BSBA) and Vanderbilt (MBA).
Austin was previously a CFO for a high growth startup, a Partner at White Oak Merchant Partners (capital markets affiliate of growth debt provider White Oak) and held credit leadership roles at Triplepoint, Newstar, and BofA. He is an alum of Davidson College (BA).
Andy was previously a Managing Director at growth debt provider Runway Growth Credit and served in leadership roles within the innovation banking divisions of Pacific Western Bank (formerly Square1) and Comerica Bank. He is an alum of Arizona Eller (BSBA).
Vik was previously a Partner at venture debt providers Wellington Financial and Western Technology Investment (WTI) and was also a VC at JPMorgan Partners. He began his career at CSFB Leveraged Finance and is an alum of UC Berkeley (BA).