Acquisition financing preparation
Clarify the transaction, purchase economics, borrower profile, sources and uses, and key underwriting questions before the request goes to lenders.
See the process ↗Commercial finance, made clearer
Turn a strong opportunity into a clear financing request.
Commercial Capital Desk helps business buyers, owners, and commercial real estate sponsors assess transactions, organize underwriting materials, and prepare focused financing requests for opportunities from $50,000 to $100 million.
Lender-ready preparation and capital source coordination. Financing depends on lender review and approval.
01Commercial real estateAcquisitions, refinancing, and owner-occupied property
02Business acquisitionsPurchase financing and underwriting preparation
03Credit package preparationClear, decision-ready deal materials
The approach
Good financing conversations begin before the lender call.
We turn scattered deal information into a clear, fact-based financing request.
Start with the transaction. Build the request around the facts.
Price, cash flow, collateral, borrower contribution, timing, and capital needs shape how a financing request should be presented.
Opportunities often begin with a listing, a broker conversation, or preliminary numbers. Before approaching lenders, we help clarify what is being acquired, how the transaction is expected to perform, what financing structures may fit, and what information is still missing.
We help organize the supporting materials and coordinate focused lender conversations. Potential options include SBA 7(a) and 504 loans; commercial real estate financing from $250,000 to $100 million; acquisition financing for established, cash-flowing businesses; working capital from $50,000 to $5 million; equipment financing; and bridge capital. Availability and terms depend on the transaction and lender criteria.
What we do
Practical support at the financing stage.
Focused preparation to make the opportunity easier to review and the next step clearer.
Lender-ready deal packages
Organize available financial, property, business, and sponsor information into a concise package that helps lenders evaluate the opportunity.
See the process ↗Capital source coordination
Help identify potential funding conversations, coordinate follow-up, and keep information requests organized as lenders review the request.
Discuss your transaction ↗How the work moves
A clear process, built around the deal.
Every deal is different. We start with what is known, identify what is missing, and define a practical next step.
Screen
Review the transaction, timing, financials, funding need, and key underwriting questions.
Structure
Map sources and uses, borrower contribution, collateral, cash flow, and potential funding paths.
Package
Prepare the deal narrative and supporting materials, while flagging gaps to resolve.
Coordinate
Coordinate lender conversations, track information requests, and keep the process organized.
Who we work with
For buyers, owners, and dealmakers preparing a transaction.
We work with people preparing to acquire a business or property, finance an expansion, or move a commercial real estate transaction forward.
↗Business buyers evaluating an acquisition
↗Commercial real estate sponsors
↗Owners planning a property or business purchase
↗Brokers and advisors supporting a transaction
Bring the deal. Start with a clear funding step.
Share a brief overview of the business or property, target price, timing, and financing need. Include your phone number if you would prefer to schedule a call.