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SUCCESS STORIES

Client Case Studies

Discover how our financial solutions have helped businesses across various industries overcome challenges and achieve their growth objectives.

Tatiana Fernandez, Chief Executive Officer and Founder of Elevate Wellness Solutions a personal-services business in South Florida standing with an open, professional stance
Elevate Wellness Secures Growth Capital
Personal-services company in South Florida leveraged $450K line of credit to expand staff, upgrade facilities, and increase service capacity by 60% within 18 months.
Personal Services
Marcus Vaughn, Owner and Operations Manager of Riverside Landscape Solutions a landscaping business in North Florida standing with a grounded, confident posture
Riverside Landscape Solutions Working Capital Growth
North Florida landscaping company secured $125,000 working capital loan to expand seasonal capacity and equipment fleet, achieving 40% revenue growth within 12 months.
Landscaping
Catalina Navarro, Owner & Landscape Operations Director of Green Horizon Services a landscaping business in Central California standing at ease
Central Valley Landscaping Equipment Financing Success
Green Horizon Services secured $175,000 equipment financing to expand operations, increasing fleet capacity by 40% and revenue by $280,000 within 18 months.
Landscaping
Brian O'Brien, Chief Technology Officer & Co-Founder of Hudson Valley Tech Solutions a technology business in New York standing with an open, professional stance
Hudson Valley Tech Solutions Equipment Expansion
Hudson Valley Tech Solutions secured $250K equipment financing to upgrade infrastructure, increasing processing capacity by 40% and enabling three new enterprise client contracts.
Technology
Harrison Torres, Chief Operating Officer & Co-Founder of BuildStone Inc a construction business in New York standing at ease
BuildStone Inc Equipment Financing Success
BuildStone Inc secured $400,000 equipment financing to expand fleet capacity, increasing project capacity by 45% and revenue by $320,000 annually within 18 months.
Construction
Keith Yarborough, Fleet Operations Manager of Desert Haul Express a trucking business in Arizona standing with a steady, professional presence
Desert Haul Express Line of Credit Success
Arizona trucking company secures $375K line of credit to expand fleet and improve cash flow, achieving 40% revenue growth within 18 months.
Trucking
Christopher Kingston, Regional Operations Director of Artisan Hospitality Group a hospitality business in Southern California standing with a composed expression
Artisan Hospitality Group Equipment Financing Success
Southern California boutique hotel upgraded kitchen and laundry systems with $350k equipment financing, increasing operational efficiency by 40% and guest satisfaction scores by 28%.
Hospitality
Valerie Sutton, President and Chief Operating Officer of Ignite Hospitality Group Holdings LLC a hospitality business in Arizona standing with a calm, assured presence
Ignite Hospitality Group Secures Growth Capital
Arizona-based Ignite Hospitality Group used a $275,000 line of credit to expand operations across 3 properties and increase staff by 40%, achieving 28% revenue growth in year one.
Hospitality
Katrina Ikonomopoulos, General Manager and Executive Chef of Olympus Hotel Group a hospitality business in Georgia standing with an open, professional stance
Olympus Hotel Group Equipment Financing Success
Olympus Hotel Group secured $450,000 in equipment financing to upgrade kitchen facilities and guest amenities, resulting in 35% increased operational efficiency and enhanced guest satisfaction scores.
Hospitality
Brandon Eugene Brennan, General Manager & Co-Owner of Gourmet Hospitality Group a hospitality business in Central Florida standing with quiet confidence
Gourmet Hospitality Group Equipment Financing Success
Gourmet Hospitality Group secured $325,000 in equipment financing to upgrade their Central Florida resort operations, resulting in 40% increased guest capacity and 28% revenue growth within 12 months.
Hospitality
Victor Ramirez, Director of Operations & Co-Founder of Island Breeze Hospitality Group a hospitality business in South Florida standing with a calm, assured presence
Island Breeze Resort Line of Credit Success
South Florida resort secured $225K line of credit to expand operations and manage seasonal cash flow, achieving 40% revenue growth within 18 months.
Hospitality
Zeke Pettigrew, General Manager & Operating Partner of Jalapeño Kitchen & Cantina a hospitality business in South Texas standing with a relaxed, confident posture
Jalapeño Kitchen Finances Growth
South Texas hospitality company secured $300K equipment financing to upgrade kitchen facilities and expand dining capacity, achieving 45% revenue growth within 18 months.
Hospitality
Roslyn Katherine Martinez, Chief Operating Officer & Co-Founder of Orchard Restaurant Group a hospitality business in North Texas standing with an open, professional stance
Orchard Restaurant Group Secures Growth Capital
Dallas-based Orchard Restaurant Group used a $225K working capital loan to optimize inventory management and expand operations across three locations, achieving 28% revenue growth within 12 months.
Hospitality
Patrick Warren, Chief Medical Officer and Founder of Kessler Medical Group a healthcare business in North Texas standing at ease
Kessler Medical Group Working Capital Growth
Kessler Medical Group secured a $200,000 working capital loan to expand staffing and inventory, achieving 35% revenue growth and improved patient care delivery across their North Texas clinics.
Healthcare
Thomas Vasquez, Chief Medical Officer and Founder of Wellness Diagnostics Centers a healthcare business in Northern California standing with subtle confidence
Wellness Diagnostics Centers Expands Northern California
Wellness Diagnostics Centers secured a $325,000 working capital loan to expand operations across Northern California, increasing patient capacity by 40% within 18 months.
Healthcare
Xiomara Uribe, Chief Executive Officer and Founder of Sterling Healthcare Staffing Solutions a healthcare business in Central California standing with a steady, professional presence
Strategic Healthcare Staffing Working Capital Growth
Healthcare staffing agency secured $500K working capital loan to expand operations across Central California, increasing revenue 45% and staff capacity by 60% within 18 months.
Healthcare
Quinn Jacobson, Chief Operating Officer of Optimal Health Systems Holdings a healthcare business in Southern California standing with an open, professional stance
Optimal Health Systems Equipment Expansion
Southern California healthcare holding company financed $200k in diagnostic equipment, increasing patient capacity by 40% and reducing wait times by 6 weeks.
Healthcare
Andrew Kipke, Chief Executive Officer & Medical Director of Revive Health Systems a healthcare business in Nevada standing confidently
Revive Health Systems Working Capital Growth
Nevada healthcare provider secured $425k working capital loan to expand staffing and inventory, achieving 34% revenue growth and improved patient capacity within 18 months.
Healthcare
Rachel Mendez, Founder and Executive Chef of Quincy's Market Hall a food-services business in Nevada standing with subtle confidence
Quincy's Market Hall Line of Credit Success
Nevada food-services company secured $250K line of credit to expand operations, increase inventory, and boost revenue by 45% within 12 months.
Food Services
Franco Ortega, Executive Chef and Operations Director of Coastal Culinary Solutions a food-services business in South Florida standing at ease
Equipment Financing Accelerates Miami Food Service Growth
Coastal Culinary Solutions secured $175,000 in equipment financing to expand kitchen capacity and service capabilities, resulting in 40% revenue growth within 12 months.
Food Services
Valerie Santos, Executive Chef and Owner of Frances & Sons Catering Company a food-services business in Arizona standing at ease
Frances & Sons Catering Equipment Expansion
Arizona catering company secured $200K equipment financing to expand kitchen capacity and service capabilities, resulting in 35% revenue growth within 12 months.
Food Services
Adriana Fontaine, Executive Chef and Founder of Northern Valley Food Services a food-services business in Northern California standing with a calm, assured presence
Northern Valley Food Services Growth
Northern Valley Food Services secured $450k working capital loan to expand catering operations and inventory. Results: 40% revenue increase and 15 new corporate clients within 18 months.
Food Services
Gabriela Whitmore, Chief Operating Officer & Co-Founder of Bakery Collective Group a food-services business in Central California standing naturally
Bakery Collective's Working Capital Growth
Bakery Collective secured a $150,000 working capital loan to expand inventory and staffing, increasing monthly revenue by 35% within six months.
Food Services
Xavier Alvarez, Executive Chef and Founder of Yellow Plate Catering a food-services business in Southern California standing with a relaxed, confident posture
Scaling Catering Operations with Strategic Financing
Yellow Plate Catering secured a $375K line of credit to expand fleet, inventory, and staffing. Within 18 months, revenue increased 145% and event capacity tripled.
Food Services
Quinton Gutierrez, President & Chief Operations Officer of Yates Group Staffing Solutions a business-services business in South Texas standing with subtle confidence
Yates Group Staffing Solutions Growth
Yates Group Staffing Solutions secured $500K line of credit to expand operations across South Texas, increasing placements by 156% and revenue by $2.3M in 18 months.
Business Services