You value open and honest communication. Like you, we believe authenticity is where trust-building begins.
Time is your most valuable resource. We invest our time and leverage our lender relationships to ensure your deal progresses and closes on time.
As your funding advisor we represent your best interests with lenders to ensure your success over the long run.
Let’s Talk! We’ll consult, listen, learn and ensure we embrace your needs and growth goals
We’ll help you gather docs, lead a comprehensive capital search and review your choices.
Serve guides you through the process to ensure a timely closing. Then celebrate your growth!
We communicate openly and honestly throughout our relationship.
Transparency is where trust-building begins.
We take personal responsibility and stay accountable to do what we say we’ll do for you.
We listen carefully, seeking to truly understand your opportunity to empower short and long-term growth.
We apply a servant-leadership approach to ensure your best interests and win-win outcomes at every phase of our relationship.
We embrace authentic gratitude for every opportunity to serve and collaborate with you. Thank you for choosing us, sincerely.
Serve Funding is a working capital advisory serving business leaders who believe in relationship-driven, trust based partnerships for growth.
We apply the principles of a servant-leader approch to each of our clients and lenders. We are Here to serve.
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.