You want to work with an Advisor that:
Truly understands and immerses themselves in your situation.
Takes the burden of a time-consuming process off your plate.
Dedicates experienced senior leadership to address the need.
Delivers an exceptional level of service and quality results that you can count on.
“Our Approach is to provide the best-in-class, personalized advice and transactional services that you can trust.” – JT Schroeder
How We Work
Listen and Learn
It all starts with a conversation. We want to get to know you as much as you want to know us.
Analyze and Understand
We request some initial information to analyze in determining whether or not the “ask” is doable given market conditions and company-specific situation.
Evaluate and Guide
We provide a high-level evaluation of the materials provided giving guidance on:
- whether we can help,
- under what potential terms the market will bear, and
- better understand the company’s owners, officers, and stakeholders sensitivities to both.
Engage and Prepare
Assuming there is mutual interest to partner with one another, we get out hands dirty in collecting diligence information, preparing marketing materials, and strategically introducing the opportunity to prospective interested parties.
Address and Advise
We work directly with prospective partners answering questions, guiding their review, and framing potential terms of a transaction. A lot of work is put into this step to ensure that the process has little to no need for day-to-day input from the client and that potential partners share a mutual interest in doing the right transaction for the Company.
Recommend, Close, and Consult
Consult and Close. Our ultimate goal is to pair clients with the right partner under the best terms available.
Here we get very consultative and advise clients based on the proposals in hand with the goal of a smooth closing and post-transactional relationship.
Our job isn’t done with the signing of a term sheet, nor with the closing of a transaction. We see closing through to the end and continue to provide advice to clients long after a deal is done.
Our reputation relies on it.
I want to thank [NorthView] so much for your efforts in closing our deal so quickly. You treated our company as if it was yours until we signed the final documents. We could not have done it without you. You went to bat for us many times, always looking out for our best interest, and I really want to thank you for that. I recommend [NorthView] to anyone struggling as a small business to find the right banking or investment partner.
Fidelity Fuels and Specialty Products
Their expertise in running a formal process on our behalf, negotiating the nuances of a transaction, and overall hands-on, professional approach were invaluable to our success.
Atlanta Electrical Distributors, LLC
They were very much hands on throughout the entire process and were instrumental in assisting to get the transaction closed.
Huntington Business Credit
From our initial introduction to the company to the closing of the credit facility, both JT and Paul remained actively engaged. Everyone benefited from their experience.
Not only did they get us a more efficient and cheaper facility with better advance rates, but they also helped manage the process all the way through closing and beyond, which allowed our team to focus on our business as opposed to the financing.