Founded in 2015, CFGMS has funded more than $1.0 billion to over 25,000 small and medium-sized businesses across diverse industries throughout the U.S. […]

This transaction follows a successful $18.5 million investment-grade rated corporate note financing completed by the Company in June 2022 […]

Ozarks Heritage Financial Group, Inc., the holding company for Legacy Bank & Trust Company, sold $29.5 million in subordinated notes to qualified institutional investors through a private placement offering […]

The Notes were issued to qualified institutional investors through a private placement offering and will bear interest at an annual fixed rate of 7.50% per annum […]

The new facility includes an accordion of up to an add’l $50 million and follows a successful $25 million investment-grade rated corporate note financing announced by the company in Jan 2022 […]

PB Bancshares, Inc., the holding company for Peoples Bank, completed a $8.25 million private placement offering of 6.50% fixed-to-floating rate subordinated notes to qualified institutional investors […]

Founded in 2019, Experity is a leading, technology-driven specialty finance investment platform focused on the litigation finance market, that has funded over $380 million in aggregate to more than 65,000 clients nationwide […]

Viva Capital Funding, LLC is a leading invoice factoring specialty finance company providing solutions across a diverse range of industries throughout the United States […]

This transaction refinanced the Company’s existing Senior Secured Notes and provides substantial excess capital to fund the continued growth of its small business funding platform […]

Founded in 2010, Credibly is a leading data science-driven fintech lending platform that has provided more than $1.5 billion in capital to SMBs, while maintaining a strong emphasis on risk management and a culture of compliance […]