How to Craft a Perfect Loan Pitch in 13 Steps

How to Craft the Perfect Lender Pitch for Your Business in 13 Steps Develop a compelling narrative Support with data & market research Integrate strategy with an operating plan Show that you can or have invested (skin in the...

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Using an SBA 7a Loan for Equipment Finance

Have You Considered an SBA Loan for Your Next Equipment Acquisition? By Jeff Bardos, CEO, Speritas Capital Partners (Jeff's Bio) Originally published in Newsline, the Magazine of the National Equipment Finance Association, March/April 2019 issue, page 46 - View Newsline...

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Taking a Strategic Approach to Working Capital

A Strategy for Managing your Company's Working Capital By Jeff Bardos, CEO, Speritas Capital Partners (Jeff's Bio) February 20, 2019 – Greenwich, Connecticut Managing working capital is hard work. I've recently talked to several sizable companies that were strapped for cash...

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Multifamily Financing: 6 Commercial Real Estate Investing Trends for 2019

6 Commercial Real Estate Investing Trends for 2019 By Jeff Bardos, CEO, Speritas Capital Partners (Jeff's Bio) January 26, 2019 – Greenwich, Connecticut 2019 is shaping up to be a very interesting year for the multifamily housing market. Rental demand,...

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6 Equity Sources that Meet the SBA’s Equity Injection Requirements for a Business Acquisition

What is an Equity Injection and What Funding Sources Can You Use to Meet SBA Requirements for a Business Acquisition?  By Jeff Bardos, CEO, Speritas Capital PartnersJanuary 19, 2019 - Connecticut What exactly is an equity injection in a business acquisition? The...

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3 Reasons an SBA 7a or 504 Loan is a Fit for your Funding Needs

Three Reasons Why an SBA Loan is a Fit for Your Funding Needs By Jeff Bardos, CEO, Speritas Capital Partners December 7, 2018 - Greenwich, Connecticut Most people looking to buy or expand a small business don't realize that SBA 7a and...

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Alternative Financing – Nontraditional Lenders vs Bank Financing

Five Benefits of Working with Nontraditional Lenders vs. Bank Lenders By Jeff Bardos CEO, Speritas Capital Partners November 8, 2018 - Connecticut Traditional bank lending options are often not available or are insufficient to support rapid business growth. I recommended that growing...

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5 Keys to Funding Your Scale Up

  Funding a Scale up for Tech Companies and Other Industries by Jeff Bardos, CEO Speritas Capital Partners July, 2018 - Connecticut I recently had the privilege of being a panelist at a Connecticut Technology Council event focused on scale ups. The discussion...

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Equipment Finance Done Right

By Jeff Bardos, CEO, Speritas Capital Partners Greenwich, CT - June, 2018 Speritas Capital recently assisted in the financing of a $10 million production line for a company several years into their turnaround. Our client had limited access to bank financing...

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Expanding Your Financing Options

You’ve invested all your savings in your business. You’ve probably asked friends and family to invest. Maybe you’ve been lucky enough to raise equity from investors through a Series A or B round. The good news is your business is...

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