Specialized Financing

Inadequate funding is often the major obstacle standing in the way of businesses achieving their goals and objectives.

A business may need different types of capital at different phases of its development. There are numerous circumstances that could arise where a business requires funding that is not available from conventional commercial banking sources.

That’s where we come in. We can assist you in obtaining debt and/or equity funding tailored to your specific needs: whether it is for growth and expansion, an acquisition, a management buyout, succession transition, or funding a turn-around.

 
Funding

SummitRG can assist you with financing requirements ranging from $200,000 to $20 Million

We develop a financing plan for your business that not only deals with your short term needs, but maps out future options that may be available to you as your business evolves.

We pre-select funding sources that match your financing needs and prepare all of the analysis, documentation and support lenders/ investors require.

Our funding sources include banks and other institutional lenders as well private lenders and investors that provide financing for:

  • Working Capital
  • Fixed Asset Purchases
  • Exporting
  • Inventory Importing
  • Turnarounds
  • Growth
  • Business Acquisitions
 
Financing Vehicles

Financing vehicles available include:

  • Asset Based Loans
  • Accounts Receivable Factoring
  • Leasing
  • Supply Chain/Purchase Order Financing
  • Mezzanine/Subordinate Debt
  • Equity

We also help you to identify and access Federal and Provincial government grants and other financial assistance and incentives that may be available to your business.

SummitRG advisors and associates have decades of experience both as financing intermediaries and as investors and lenders to small and midmarket businesses.

We have long standing working relationships with all of the major banks and financial institutions, as well as, an extensive network of specialty lenders and investors. We work with you to develop a financing program that best fits your business circumstances and allows you flexibility for the future.

Practice Leaders

Darrel McFeely

Darrell has over 35 years of experience with small and mid-market businesses as an owner, operator, lender and consultant..
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George Yan

George is an integral part of the strategic planning and management teams of his Clients.
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