Capital Advisors
For Capital Advisors, CPAs, CFOs, M&A Professionals, Attorneys, Brokers and Other Trusted Advisors
Give Your Client Another Option Without Giving Up Your Seat at the Table
SLB Capital Group works alongside trusted advisors when commercial real estate may provide the missing piece of a client's capital strategy.
When to Bring Us in
We help solve for:
Refinancing falls short
M&A transaction needs additional capital
Acquisition financing has a gap
Owner wants liquidity without selling business equity
Partner buyout or succession is approaching
Capital is needed for growth or CapEx
Existing bank financing is worth preserving
Client owns substantial commercial real estate but cannot efficiently access the equity
A difficult credit situation needs a creative solution
Our Message to Advisors
You do not need to become an expert in our structure.
Identify the problem, bring us the information we need and then let us determine whether the real estate can help solve it.
Relationship Protection
SLB's job is narrow, we solve the capital problem.
We do not replace the client's CPA, attorney, investment banker, bank, capital advisor or other trusted professionals. We work best when the existing team stays involved.
FAQs
5
When should I call you?
1
Do I have to explain the structure to my client?
2
Early. You do not need to wait until every conventional financing option has failed.
No. Give us the situation and the objective. We can help determine the right way to present the solution.
Will you work with the client's CPA and attorneys?
3
Yes. We expect accounting, tax and legal questions to be addressed with the client's independent advisors.
What information do you need first?
4
Can my client's existing bank remain involved?
Property address, estimated value, current debt, desired capital, use of proceeds and a short business overview.
Yes. Depending on the solution, the institution may be paid off, remain in place or participate in a different part of the transaction.