Debt Advisory

SMB Compass Debt Advisory Group focuses on advising companies by providing tailored financing options. As an independent firm, SMB moves efficiently through engagement and its advisors transact with the best interest of the client in mind. We are fully invested in finding the appropriate financing path for our clients. Founded by former lending professionals, SMB Compass has deep rooted relationships within the lending marketplace. Our partners are lending institutions across the credit spectrum. We work with Banks, Specialty Finance Companies, Family Offices, and Private Equity groups. Our mission is to develop a path for companies and lenders to work with efficiency and transparency. As a liaison to our partners and clients, we think that all parties in a refinancing process can benefit from a well thought-out process. Our firm and our professionals deliver “Efficiency by way of transparency“.

SMB was founded with a purpose to provide entrepreneurs and businesses in numerous industries with a transparent and effective advisory tool to navigate through the challenges of a capital raise. Our advisors invest countless hours to work with clients to develop a strategy and process that best fits the particular situations of our clients. For us, our process all starts with our relationships. Our professionals have cultivated long-standing and deep relationships with partners and clients. We work with an exclusive yet robust channel of financing and lending relationships. Most debt raising processes are filled with gaps, friction points, and time absorbing tasks. For potential borrowers, the process can be a burden on the company. For lenders, there are risks in the amount of time and effort spent on any one transaction that may or may not lead to a closing. There’s an opportunity risk for one and all involved. Our methodology of “Efficiency by way of transparency” allows for a smooth financing process that attacks and removes all these gaps and friction points. Our approach and goal is to provide a thoughtful process to all parties involved in financing.