The Premier Financial Partner for any Oil & Gas, Real Estate or Business Scenario, regardless of Size or Complexity
while every deal is different, Our process is simple. Whether you need Capital today to cover working capital and growth, or whEther you need Capital tomorrow for your next ACQUISITION or joint venture - we’ve got you covered.
Our Primary Focus Industries include but are not limitied to oil and gas (E&P and oil Field Service companies), real estate ACQUISITIONs and REFINANCING, construction financing on shovel ready real estate developments with site plans and approvals, construction trade companY corpOrate financing, technology Business growth FInancing, and we see the value in buying media and developing marketing assets together.
Oil and Gas - E&P
We represent America’s best Independent operators, and their exclusive and offmarket opportunities ranging from Low Risk (established operators wiTh large producing portfolios in their next drilling venture or well workover strategy) to High Risk / wildcat Prospects across the various basins and shale formations in Texas (Permian Basin & EagleFord) & in West Virginina, Pennsylvania, OHIO & Kentucky (Appalaichian Basin, Marcellus and Utica).
Whether you are seeking a financial partner for your next drilling prospect, or for an existing producing portfolio’s work over strategy, you can count on us to source the necessary resources and capital in both an operator and investor friendly manner. Operators that we partner best with include leadership teams that are experienced oil and gas industry experts who are focused on the geology and reservoir characteristics of a particular group of assets within a specific play.
Reserve Based Lending, Corporate and Commercial Lines of Credit, Mezzanine Debt
Joint Venture Equity through Operator-to-Operator or Private Equity Drilling Program platform
Investor Equity and / or Joint Venture Equity (Private Equity, Equity through Private Placement SEC REG D offerings, Equity through SEC REG CF and SEC REG A offerings leveraging our existing network, framework and platform, Producing Portfolio Buyouts through Operator and Private Equity, Mineral Lease Sales through Operator Network platform, Limited Partner Equity Buybacks)
Oil and Gas - Field Service & Construction Companies
We represent exclusive and private field service companies in their capital formation or recapitalization efforts. examples of service companies that we represent include but are not limited to:
Electrical (ELECTRICAL/AUTOMATION RACK ASSEMBLY, TANK BATTERIES & SWD, WIRE AND CABLE INSTALLATION, CONDUIT INSTALLATION, CABLE TRAY INSTALLATION, LINE CREW, LOW VOLTAGE AND HIGH VOLTAGE, LOOP CHECK AND COMMISIONING, TROUBLESHOOT ELECTRICAL ISSUES, SWITCHRACK FABRICATION, MCC BUILDINGS, SUBSTATIONS, MOTOR INSTALLATION, GROUNDING, CHEMICAL GROUND RODS, TUBING AND TRAY INSTALLATION, INSTRUMENTATION, Contractor)
OilField Construction (EQUIPMENT SETTING, SANDBLASTING AND PAINTING, STRUCTURAL WELDING, PIPE FABRICATION, BATTERY TANK CONSTRUCTION, SWD CONSTRUCTION, START-UP LABOR, GROUTING, CIVIL WORK, SMALL AND LARGE CANOPIES, SITE WORK, DEMOLITION)
Trucking (WATER HAULING, GENERAL HOT SHOT SERVICES, FLEET MOVEMENT / DRIVERS, RIG SUPPORT, CASING DELIVERY, DRILL PIPE DELIVERY, TANK MOVES, OVERSIZE LOADS, GENERAL OILFIELD HAULING)
Real Estate
We represent exclusive and private real estate developers and owners in their capital formation or recapitalization efforts. examples of scenarios that we represent include but are not limited to:
Multi-family existing structure, existing owner or acquisition (Bridge Loans, Mezzanine Debt, Preferred Equity, First position MOrtgages, unrecorded second positions loans on lp investor interest on seasoned properties, commercial and portfolio lines of credit)
Multi-family or Subdivision Ground-up Developments (Bridge Loans, Preferred Equity, Construction loans, permanent financing through first position mortgage refinance upon project completion)
General Private Equity
We represent exclusive and private Businesses (IndUstry agnostic) and owners in their capital formation or recapitalization efforts. examples of scenarios that we represent include but are not limited to:
Bridge Loans / Junior debt, WORKING capital, line of credit, Mezzanine Debt, Senior secured financings
limited partner equity, controlling interest sales
Capital Structures
Equity Private Placements - REG D 506(b), Reg D 506(C), Reg CF & Reg A
A form of capital where money and resources are invested into a company through the purchase of it’s shares (ownership). Every company is different, every form of equity investment is different, and every investor and company is different. We have been approved to submit Fund Structured Private Placements onto the Charles Schwab platform through our partnership with a Registered Investment Advisor. We have seen best success through our Registered Investment Advisor network (RIAs) and through our Accredited Investor / High Net Worth networks.
Line of Credit / Credit Revolvers
A flexible credit line that provides access to capital when you need it. Not to be confused with business credit cards, business lines of credit often have lower interest rates, fewer fees, and more flexible payment options. This product is usually asset based, and is collateralized by the assets and or future cash flow of the business (depending on the financing source). Our flagship product is a B2B Credit Revolver priced at Prime + 1.0% that closes in 2-4 weeks.
Term Loans
A long term loan which is paid back with regular payments over time, including interest. This type of loan is extremely flexible and can be used for almost any business purpose. Typically, term loans have a defined payback period and interest rate, and are Asset Based Loans (ABL).
Real Estate Financing
A loan against, or purchase of, real estate. Our lending sources provide you with the most efficient capital sources and options, whether structuring financing for your first purchase, or designing a program for you to develop and acquire a large and diversified portfolio of properties. Whether you’re seeking overnight bridge financing, reverse financing, or acquisition financing for multiple properties, we have the right solution for you.
Short Term / Bridge Business Loans
A short term loan, sometimes called bridge capital, usually funded quickly, with a short payback period (3 - 24 months), and usually bearing a high cost of capital. Sometimes Bridge loans are unavoidable, and usually, these forms of capital can be extremely powerful tools in time sensitive financing needs. Scenarios that work best for these types of products are overnight materials purchases on high margin business, asset acquisition purchases in seller distressed situations (both business and real estate).
“To be successful, you have to have your heart in your business, and your business in your heart.”