Boutique lender Target mid-market to smaller businesses seeking customized lending solutions across real estate, equipment, working capital, and acquisition financing to fit a boutique, relationship-driven financing partner.

Diverse product suite Leverage a broad portfolio of financing options including SBA, factoring, bridge loans, equipment leasing, sale-leasebacks, and private equity/joint ventures to cross-sell and tailor packages for different growth stages.

Entrepreneur focus Position as an entrepreneur-led funder that understands business needs, enabling outreach to founder-led firms, family-owned businesses, and fast-growing startups seeking flexible terms and quick decisions.

Tech-enabled marketing Utilize existing digital stack (ActiveCampaign, Gravity Forms, pixels) to nurture leads, automate follow-ups, and convert inquiries into proposals, with potential to expand CRM-driven sales workflows.

Revenue growth potential With revenue in the low to mid-multi-million range and a lean team, pursue strategic partnerships and referral channels with accounting firms, commercial brokers, equipment vendors, and PE-backed growth companies to accelerate deal flow.