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Forget to mention in the newsletter that I'll be in Salt Lake City this Saturday for a deep dive on acquisitions with two other experts. Eric Hsu, and Chris Barrett and myself will be leading the event, diving deep into the legal, capital, and financial requirements of an M&A deal. The full details can be found here. Please RSVP if you can make it! ​Click here to RSVP​ 📩 Need Help Structuring Your SBA Financing? Contact Pioneer Capital Advisory LLC at matthias@pioneercap.com to discuss your deal. Stay informed, stay compliant, and keep closing deals! Thanks for reading! Feel free to reply directly to this email with any questions or thoughts. |
Former SBA lender turned founder of Pioneer Capital Advisory, a seven-figure brokerage guiding entrepreneurs through SBA 7(a) acquisitions. Closed $250M+ in financing in 3.5 years. Practical, data-driven insights for buyers.
Over the past several weeks, we’ve walked through the SBA loan process from application through closing and post-close liquidity. Today, we’re shifting gears. This issue kicks off a new series focused on deal risks and the patterns we see that trip up buyers before they ever get to the closing table. We’re going to walk through this one with a detailed case study: Two fictional buyers, same business type, same purchase price, two very different outcomes. Please Note: The buyers, businesses,...
Last week, we introduced the non-SBA financing landscape - why it exists, who uses it, and where SBA leaves off. This week, we’re getting into the deals themselves. Let's look at some non-SBA financed deals Every deal is different, but it helps to see how real capital stacks come together across various deal sizes. Below are three example transactions we’ll walk through. Notice how the deal structures and key terms shift as enterprise value increases. (These are fictional examples for...
This is part 1 of a 2 part series. This week, we'll explore what non-SBA financing looks like. In part 2 next week, I'll show you some examples of deals and how they're financed. We’re Expanding: Pioneer Now Helps Independent Sponsors Source Non-SBA Financing If you’ve been following Pioneer for a while, you know us as the team that lives and breathes SBA 7(a) acquisition financing. Since May 2022, we’ve facilitated over $255 million in SBA loans across more than 115 closed transactions. But...