Join me in SLC this Saturday
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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. |
Pioneer Capital Advisory LLC
As of today, we are proud to relaunch this publication under a new name: the Pioneer Buy-Side Brief. Formerly known as The Buyer Advocate, this rebranded briefing reflects a broader strategic commitment we are making as a firm. Thematically, our content remains unchanged - focused, tactical, and tailored for business buyers navigating SBA 7(a) financing. But going forward, this newsletter will play an even more central role in our work with searchers, operators, and acquisition-minded...
Human Connection and Strategic Clarity in Mexico City This past week, I had the privilege of meeting with the Pioneer Capital Advisory team in person for our company’s first strategy and team-building summit in Mexico City. While so much of business in 2025 is conducted virtually, there is something irreplaceable about being in the same room with the people you work alongside every day. Whether it was mapping out process improvements, debating how to scale sustainably, or simply sharing a...
A First-Timer’s Deep Dive: What the SBA Lending Establishment Is Saying Behind Closed Doors - And What That Means for Your Next Deal When I registered for the 2025 NAAGL Spring Conference in Salt Lake City, I had one goal in mind: to get clarity. Clarity on how SBA lending is actually changing. Clarity on how banks are responding. Clarity on what these shifts mean for business buyers like the ones we work with every day. I’ve been working in the SBA space for years. Our firm has helped dozens...