Funding Advisory

AB Funding Advisory Group focuses on
structuring and placing tailored financing
options for companies.

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About Our Funding Advisory Group

As an independent firm, AB Funding moves efficiently through engagements and its advisors execute with the best interest of the client in mind. We are fully invested in finding the appropriate financing path for our clients.

Founded by former lending professionals, AB Funding has deep-rooted relationships within the lending marketplace. Our partners are a combination of lending institutions across the credit spectrum. We work with Banks, Specialty Finance Companies, Family Offices, and Private Equity groups. Our mission is to develop a path for companies and lenders to work with efficiency and transparency. As a liaison to our partners and clients, we think that all parties in a refinancing process can benefit from a thorough and thought-out process. Our firm and our professionals deliver “Efficiency by way of transparency“.

The AB Funding Process

AB Funding was founded with the purpose of providing entrepreneurs and businesses, in numerous industries, with a transparent and effective advisory tool to navigate through the challenges of a capital raise. Our advisors invest countless hours to work with clients to develop a strategy and process that best fits the particular situations of our clients. For us, our process all starts with our relationships. Our professionals have cultivated long-standing and deep relationships with partners and clients. We work with an exclusive yet robust channel of financing and lending relationships. Most debt raising processes are filled with gaps, friction points, and time absorbing tasks.

For potential borrowers, the process can be a burden on the company. For lenders, there are risks in the amount of time and effort spent on any one transaction that may or may not lead to a closing. There’s an opportunity risk for one and all involved. Our methodology of “Efficiency by way of transparency” allows for a smooth financing process that attacks and removes all these gaps and friction points. Our approach and goals are to provide a thoughtful process to all parties involved in financing.

Our Client

Our clients are Privately-Owned or Sponsor-Owned companies that are based in the U.S. The typical client we work with has a time-sensitive financing need due to a combination of multiple factors. See below a representative summary of who and what makes up our ideal client:

Client Characteristics:

  • Private or Family Operated
  • 100% Sponsor Owned
  • $5MM – $500MM in Revenues
  • $1MM-15MM in EBIDTA
  • Financing Needs between $1MM-25MM
  • High-growth
  • Turnaround
  • Change in Management or Partner Buyouts
  • In Workout or Seeking an exit with a lending institution
  • Acquisition

Our Lending Partners

Our lending partner’s platform is made up of a base of large and small institutions. On a nation-wide level, we have distinct and deep-rooted relationships with all of our lending partners. Our platform includes the following types of lenders:

Client Characteristics:

  • Regional, Community, and National Banks
  • Business Banking
  • Commercial Lending
  • Asset Based Lending Groups
  • Middle Market Lending Groups
  • High-growth
  • Turnaround
  • Change in Management or Partner Buyouts
  • In Workout or Seeking an exit with a lending institution
  • Acquisition
  • Asset Based Lending Finance Companies
  • Factoring Companies
  • Purchase Order Funders
  • Bridge Lenders
  • Real Estate Lenders
  • BDC’s

Our Lending Solutions

AB Funding is deeply rooted in the Commercial Finance space. With personal relationships and established partnerships, we provide sound market feedback and advice on what financing solutions work best for our clients. Our experience in structuring loans from $1MM up to $25MM enables us to provide broad and extensive financing options with an industry-agnostic approach. We take control of the process and we aid in a historically cumbersome process for our clients. We seek to be a catalyst in the debt-raising path and provide the clearest and most direct approach to a successful closing of commercial loans. Through a refined and strategic approach, we create operational and underwriting efficiencies for our clients and lending partners. AB Funding helps clients structure and arrange credit facilities with expertise in the following structures:

  • Asset-based Loans
  • Accounts Receivable Financing
  • Revolving Lines of Credit
  • Collateralized by Accounts Receivable, Inventory or Machinery & Equipment, and Real Estate
  • Unitranche Financing
  • Non-Dilutive Growth Capital
  • Carve-out negotiations
  • Mezzanine
  • Junior Debt
  • Bridge Financing

View Our Case Studies