For Advisors

For Advisors

We understand how to stand out as one among many, and we know how to build long-term relationships with advisors who refer proprietary investment opportunities to us.

Referral Fees

We appreciate the efforts of advisors necessary to introduce proprietary investment opportunities to us and we are pleased to offer traditional referral fees for a closed transaction based on a signed fee agreement.

Prompt Responses

We understand the importance of timeliness in serving your entrepreneurial clients and we are committed to providing prompt responses to your calls, honest assessments of your opportunities, and thorough indications of our interest.

Certainty and Speed of Close

We do not have a formal investment committee; rather, the investment professionals required to diligence, finance, and document investments work closely throughout the investment process. The structure allows us to proceed with certainty and speed to close.