Debt Advisory
About Our Debt Advisory Group
SMB Compass Debt Advisory Group focuses on structuring and placing tailored financing options for companies. As an independent firm, SMB moves efficiently through engagements and its advisors execute 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 a combination of 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 thorough and thought-out process. Our firm and our professionals deliver “Efficiency by way of transparency“.
The SMB Process
SMB was founded with the purpose of providing 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 goals are to provide a thoughtful process to all parties involved in financing.
Our Clients
Client Characteristics:
Private or Family Operated
100% Sponsor Owned
$5MM – $500MM in Revenues
$1MM-15MM in EBIDTA
Financing Needs between $1MM-25MM
High-growth
Turnaround
Change in Management or Partner Buyouts
In Workout or Seeking an exit with a lending institution
Acquisition
Our Lending
Partners
Regional, Community, and National Banks
Business Banking
Commercial Lending
Asset Based Lending Groups
Middle Market Lending Groups
Asset Based Lending Finance Companies
Factoring Companies
Purchase Order Funders
Bridge Lenders
Real Estate Lenders
BDC’s
Lending Solutions
