News

Concord served as exclusive financial advisor for a $13.75 million financing package, including a $13.5 million real estate mortgage and a $250,000 senior secured revolving line of credit, for a higher education institution based in Chicago. The institution used the...

Monroe Capital acted as sole lead arranger and administrative agent on the funding of a senior credit facility to support the acquisition of The Opus Group by private equity sponsor EagleTree Capital.

Ultimate Finance, an independent asset-based lender in the UK, released a Q1/26 trading update, reporting a loan book of £413 million and confirming planned organizational changes designed to strengthen product strategy and support growth across the group. Q1/26 highlights: Loan book...

PlainsCapital Bank added Roger Retzer to its Denton lending team as vice president, relationship manager. In this role, Retzer will focus on delivering commercial banking solutions and building strong relationships with businesses and real estate investors across the Denton market....

United Capital Funding Group, a Florida-based factoring firm, completed five transactions totaling $15.45 million in accounts receivable financing during Q1/26: $10 million credit facility awarded to a Maryland-based government contractor providing IT services to multiple agencies within the federal government...

When a Houston-area construction contractor experienced tightening cashflow and growing project volume, Flatbay Capital structured a $2 million interest-only CRE bridge loan secured by a first lien on the borrower’s 10,000 square-foot owner-occupied industrial facility. The proceeds refinanced debt from...

Pathward Financial, through its subsidiary, Pathward, has been selected as “Banking-as-a-Service Platform of the Year” in the 10th annual FinTech Breakthrough Awards program. “At Pathward, we offer decades of payments experience with a deep bench of talent, operational excellence, broad...

Great American (GA Group), a provider of advisory, valuation, field exam, liquidation and real estate services, and majority-owned by funds managed by Oaktree Capital Management, acquired G2 Capital Advisors, a full-service, industry-focused investment bank and restructuring advisory firm. This acquisition...

Subchapter V elections for small businesses increased 67% in Q1/26, as the 833 filings were up over the 499 registered during Q1/25, according to data provided by Epiq AACER, a provider of U.S. bankruptcy filing data. Total overall commercial bankruptcies...

Convene Hospitality Group (CHG), a global hospitality platform at the intersection of corporate conferences, meetings and experiential events, secured $230 million in strategic growth capital to accelerate global expansion across its multi-brand platform. The latest funding is provided by new...