Services
We provide a suite of small business services to our clients, geared towards connecting them to the capital they need to grow their business.
What we offer
Small Business Loans
We understand the challenges of owning and operating a small business, and the need for financing
- At Gwynn Oak, we help to bridge the gap between small businesses and large institutional investors who often require a structure that may be new to small business owners
- We prepare business for these capital raises and assist with all aspects of deal structuring and monitoring including, business valuation & financial projection, data room assembly, and investor deck preparation
- Owners require capital to expand or merely stay afloat but lack the time or relationships to acquire it; we seek to be a long term resource and help to navigate these challenges of running a small business
Small Business Lender Financing
We assist small business lenders in addition to small business owners with the sourcing of capital
- We work directly with companies, predominantly in the Merchant Cash Advance (MCA) industry, that provide financing to small businesses
- We connect businesses directly with institutional capital to help grow their business
- The capital structure is tailored to fit the needs of the business whether it be a participation agreement, forward flow, or credit facility
Sale & Acquisitions
Most small business owners are first time sellers and require guidance in their potential sale:
- Preparing a business for sale can often be a challenging and daunting process to manage and we help to mitigate this burden
- We assist with business valuation, preparing offering documents, and finding strategic partners for investments or complete business acquisition
- We have a large network of investors and will work to not only maximize the value, but find the right steward for your unique business
Specialty Finance Advisory
We provide advisory services for companies that operate in specialty finance and assist them with their capital needs:
- We assist companies that require financing across more niche asset classes such as litigation, medical lien receivables, equipment, aviation, consumer loans and non-traditional real estate
- Most businesses operating in specialty finance are not adequately serviced by their banks; we strive to meet the needs of the business and understand the capital structure that benefits both them and the lender
- Specialty finance lenders fill the capital void left by traditional bank partners; these assets classes offer broader diversification and higher returns and we understand their needs as lenders and are a trusted advisor in sourcing opportunities
