Our Story

Our Company

Service is our hallmark of excellence.

We have been providing financial services throughout the United States since 1987. Our customer satisfaction and high approval ratio has earned us the reputation as a leader in the finance and leasing industry. Engaging in a broad spectrum of equipment financing and business loan services, each transaction is structured to offer the most cost-effective method to acquire new equipment, expand business and/or consolidate debt.

We are successful when you are. Our efforts are concentrated in growing strong relationships through an extraordinary emphasis on customer service – both for our customers and for the equipment vendors that supply them.

Financing and leasing play essential roles in providing capital that make industries more productive and profitable. We are proud to be a vital part of this industry. With our portfolio funds and lines of capital, we can match customers’ financial needs and increase sales volume. We’re not a super bank, we’re much better. We are small enough to offer personalized service, yet large enough to provide financial strength and stability. Our solid reputation is based on years of understanding our customer…You.

  • Proven expertise Decades of practical experience handling complex corporate legal matters
  • Strategic approach Legal solutions aligned precisely with business goals and risks
  • Result orientation Focused on outcomes that protect assets and reputation
  • Client focus Every case receives personalized attention and professional responsibility
Our Benefits

In a world awash with capital, we offer something rarer: technical understanding of your industry and the courage to back non-consensus ideas

  • $14.2B Under Management
  • 32+ Years of Generation
  • 480+ Institutional Partners
  • 27 Under Management

Business cases successfully resolved

Measurable success helping businesses overcome legal challenges confidently
worldwide
Business Legal
Performance

98%

of cases won

Personalized wealth planning, understand your goals and design your strategy

We focus on clarity and consistency and we document decisions. Choose one-off projects or a full ongoing relationship.

We are proud of the trust of tens of thousands of customers around the world who choose our products for their reliability, adaptability and ease of customization.

42m

Assets Under Advisor

328

Families Served

100%

Fiduciary Standard

25

Professionals

testimonials

What our customers say

This place is wonderful. The staff are friendly and professional, and the atmosphere is relaxing. I loved my haircut and color, and people keep complimenting me. I will definitely come

Stefanie Rashford

Service was exceptional, and it's clear that you have a genuine passion for what you do. The attention to detail and willingness to personalize the experience made it truly memorable.

Patric Stone

The work done was outstanding! The dedication and hard work put into it were evident and greatly appreciated. The level of skill and expertise demonstrated was truly impressive, and it

Hugo James

The product delivered exceeded expectations! The attention to detail and commitment to quality were evident in every aspect. The level of customer service provided was also exceptional and greatly appreciated.

Cassie Carleton

* lawyer * advocate * court * business

* lawyer * advocate * court * business

* lawyer * advocate * court * business