Like you, we value honest, open communication. Transparency is where trust-building begins.
Time is the most valuable resource. We invest our time and expertise for a fast and efficient closing.
We represent your firm to our trusted network of lenders to protect your best interests.
We genuinely care and listen to your needs and objectives so our process stays strategic to your growth goals.
We lead a comprehensive capital search and advise you on your evolving options for short and long-term growth.
We take responsibility to guide your lender engagements all the way to a timely closing. We are here to serve you.
We communicate honestly to build our relationship for the long term.
We take personal responsibility and stay accountable to you always.
We seek to truly understand you so we can meet and exceed your goals.
We are here to serve your needs and timeline to your best interests.
We embrace authentic gratitude for every opportunity to serve you.
Serve Funding provides working capital advisory for business leaders who believe in trust-based partnerships.
We take a servant leadership approach with all our clients, lenders and partners to ensure win-win outcomes.
We are #HeretoServe.
Here to Serve means we always put your best interest first. It means we go the extra mile(s) to do all that may be possible to help you source the right working capital, and more.
We believe this foundational attitude engages like-minded people in long-term, trusted relationships.
And THAT’s our WHY.
Serve Funding gives a percentage of all fees earned to these exemplary non-profits:
An established, Ohio-based tech services firm was looking to acquire a staffing firm specializing in their field to empower growth in the labor shortage of 2022.
The client found a very profitable Minnesota-based staffing firm and executed a favorable purchase agreement. The buy-side investment banker sourced two capital providers over several months however both deals fell apart for varying reasons. Consequently the seller was developing deal fatigue and the client faced risk of losing the deal.
The investment banker approached Serve Funding and we sourced a term-loan lender and closed on over $500,000 to close out the acquisition smoothly.
A growing, Atlanta, GA-based, niche services firm was facing an unexpected cash flow shortfall due to a large receivable their customer delayed paying. The risk of letting down their employees became a top priority they set out to resolve rapidly.
The account executive from the firm’s new PEO partner reached out to Serve Funding for a fast solution. We knew the exact lender to take this to and sourced a $150,000, 18-month term loan product which closed in under 4 business days. Crisis averted!
A Florida-based, $50MM transportation company sought help from their banker for an unexpected scenario: their customer, one of the largest online retailers, decided to appoint the company as a direct delivery partner. This meant the invoicing terms changed overnight from net-7 to net-60 and meant the firm suddenly had over $2MM of invoices trapped for up to two months.
The banker reached out to Serve Funding seeking a solution. Invoice factoring was considered however it would not work due to that buyer’s processes. We sourced a short term lender who underwrote based on cash flow and produced a $2MM, short term bridge to get the company through the 60-day shortage.
Two specialty construction firms based in Georgia and South Carolina, respectively, came together years ago to join forces. The SC firm rolled their complementary service offerings into the GA firm as the two worked together as one for several years.
When the pandemic hit, the owner of the GA firm decided to get out of the business, which was still all in his possession. They devised a plan and executed a purchase agreement with a 30-day window.
Serve Funding had reached out over social media to one of the buyer’s principals just as this buy-out developed. They spoke and we were engaged to source the right capital partner. Several hurdles evolved yet Serve was able to close the funding just in time for the purchase window timeframe.