Case Studies

Angel Financing
We were approached by a startup manufacturer who needed a $500,000 equity investment to launch their business.  After working with the company to revise and sharpen its business plan, projections and investor presentation, we helped them secure a $500,000 equity investment from an angel investor group.

Venture Capital
We helped an early-stage, alternative energy company obtain a $2.8 million equity investment from a strategic investment partner.  We were responsible for screening potential investors, participating in the investment presentations and helping secure the final investor commitment.

Small Business Lending
A managed care provider urgently needed a $100,000 loan to design and develop a new elder care facility.  By expediting our due diligence process, we were able to obtain the necessary financing from our internal investment sources.

Hard Money Lending
We helped a real estate developer obtain a $25 million hard-money loan for a stalled development project.  The capital allowed the developer to pay its contractors, remove the liens from the project and ultimately find a buyer for the project.

For more information please contact James Robinson at (602) 896-9000.