NEW YORK, NY – Fora Financial, a leading provider of flexible financing to small- and medium-sized businesses nationwide, announced the closings of a $130.0 million revolving credit facility and $10.0 million investment-grade rated corporate note. 

Brean Capital served as sole financial advisor and placement agent on the corporate note transaction, which was assigned a BBB-rating by Egan-Jones. The corporate note will enable Fora Financial to capitalize on future growth initiatives while lowering the Company’s overall cost of capital.

“The closing of these two debt transactions in what has been a very challenging year in the capital markets represents another major step forward for Fora Financial and our customers,” says Fora Financial COO, Andrew Gutman. “During a time when both small businesses and the institutions that finance them have been adversely impacted by persistent inflation, rapidly rising interest rates, displacement in the banking sector and concerns over a future recession, Fora Financial continues to enhance the leading market position we have built over the past 15 years. With the support of our world class lending partners and investors, we remain extremely well positioned to continue to provide flexible financing to small and medium-sized businesses during this unpredictable economic cycle and beyond.”

Founded in 2008, Fora Financial has provided more than $3.0 billion of financing to 35,000+ small business owners. Its fast, personalized funding options are supported by state-of-the-art technology, one-on-one customer service, and total transparency. The firm employs more than 165 people at its New York headquarters and Miami satellite office. For additional information about the Company, visit:

Brean Capital’s Investment Banking Group is dedicated to helping its clients achieve their strategic and financial goals. For more than 40 years, the Firm has specialized in providing capital raising, M&A and financial advisory services to middle market businesses. Throughout its history, Brean Capital has established a track record of providing its clients with deep market knowledge, commitment and experience to ensure a successful transaction.  For more information, please visit: website

Contact the team
Interested to learn more about this transaction, or to discuss how Brean Capital can help your company achieve its strategic and financial goals, contact the deal team below:

Executive Managing Director
(212) 702-6532

Managing Director
(415) 275-5639

(212) 702-6544

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