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We are often asked if we are Lenders or Brokers.

Our response to this is that we are an Investment Banking Group with a mission of structuring your deal, completing an initial level of underwriting to determine that it has merit and the Sponsor group is capable of being successful. After creating a Project Summary document, we then discuss with our Investment Fund partners. If an Investment fund agrees with our initial assessment, a Term Sheet is issued and if accepted by the Borrower, a thorough underwriting begins in hopes of a successful closing. And yes, we may participate in the transaction ourselves.