Who We Typically Work With
We partner with operators across a range of industries where capital and execution can unlock meaningful growth.
We are currently partnering with companies in the following states: Maryland, Virginia, North Carolina, Pennsylvania, New Jersey, Delaware
Franchise Operators
Multi-unit or emerging franchise owners looking to expand locations, accelerate growth, or bridge capital gaps between bank financing and opportunity.
Trades & Home Services
HVAC, plumbing, electrical, roofing, and other skilled trades businesses seeking working capital, equipment financing, or growth support.
Service-Based Businesses
Established companies with recurring or project-based revenue, including maintenance, restoration, logistics, and field service operations.
Light Manufacturing & Distribution
Businesses with inventory, equipment, or receivables that can support asset-based or structured financing solutions.
Asset-Backed Businesses
Companies with tangible assets - equipment, vehicles, or inventory - that can be used to support flexible capital structures.
Growth & Expansion Opportunities
Situations where experienced operators are pursuing acquisitions, new locations, or strategic initiatives that require timely and flexible capital.
Is This the Right Fit?
We are not the right partner for every business -and that’s intentional.
We are not the lowest-cost capital – and we’re not trying to be. Traditional banks and SBA financing will almost always offer lower rates, and in many cases, those options should be explored first.
Where we fit is in the gap between bank financing and private equity. Banks tend to be rigid – requiring personal guarantees, strict covenants, and ongoing reporting that can limit flexibility. Private equity often requires giving up ownership or control. We sit in between.
Our approach is to provide flexible capital without taking control of the business. We structure investments to protect our capital, but we aim to do so in a way that is practical and operator-friendly – balancing accountability with the realities of running and growing a business.
We are typically a strong fit when an operator:
- Has a proven business and needs capital to grow, expand, or move quickly on an opportunity
- Wants to maintain control and avoid unnecessary dilution
- Has limited flexibility with traditional lenders or has already maximized those relationships
- Values a partner who can provide both capital and thoughtful, real-world perspective
We also offer strategic and operational support where it’s helpful. For the right partners, we can provide input based on firsthand experience building and scaling businesses as well as access to our network to propel your business forward.
We may not be the right fit if the primary goal is simply to secure the lowest interest rate, or if the business is very early without a clear path to execution and repayment.
At the end of the day, we try to be straightforward. If there’s a fit, we move quickly and work collaboratively. If not, we’ll be transparent about that upfront.