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Selected Transactions
Past & Present

US Metal Works, Inc.
April 2020
Closed C&I Financing line in excess of $3MM+

Totem Forest Products
May 2019
Successfully acquired $2MM credit line to enable Totems expansion and to facilitate future growth

Premier Mortgage Resources
December 2018
Successfully helped large regional mortgage brokerage acquire credit facility of $1MM to help facilitate expansion of their business

Riverside Petroleum, LLC
June 2014
Successfully facilitated a $5MM investment by a private investor for royalty interest in a selection of Natural Gas Wells
Clients: Clients
Clients: Testimonials
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