Partner With Capital Source / Investment Bankers
Keep the Deal Moving When Your Client Needs Capital
Investment bankers meet financing needs before, during, and after a transaction. Capital Source helps with bridge capital, working capital, acquisition financing, and short-term liquidity when timing matters, so you bring more than transaction advice.
Help your clients find capital that actually fits
Investment bankers often encounter clients with financing needs before, during, or after a transaction. A client may need bridge financing before closing, working capital to improve performance before going to market, acquisition financing, receivables support, or short-term liquidity during a strategic process. Capital Source helps you keep momentum moving when timing matters.
Your client sees you as the banker who brought more than transaction advice.
Capital for every stage of the transaction
Financing needs show up before, during, and after a deal. We help you keep momentum on all three.
Bridge capital before closing
Short-term capital to get a client to the close without losing momentum on the broader transaction.
Performance capital before going to market
Working capital to strengthen results before a client goes to market or begins a strategic process.
Acquisition and transaction financing
Capital structured around a purchase, buyout, or recapitalization, aligned to the deal you are running.
Liquidity during a strategic process
Short-term liquidity and receivables support so cash flow does not become the obstacle mid-process.
Solutions we help your clients explore
We evaluate the need first, then help identify the structure that fits the transaction and the timing.
Acquisition financing
Capital structured around a purchase, buyout, or expansion. Explore acquisition financing.
SBA 504 fixed asset financing
Long-term capital for real estate and major fixed assets in a transaction. See SBA 504 financing.
Asset-based lending
Borrowing power and bridge capital built on receivables, inventory, and equipment. See asset-based lending.
Working capital
Liquidity to strengthen performance or carry a client through a process. See working capital.
Receivables financing
Turn outstanding invoices into working capital during a process. See receivables financing.
Equipment financing
Fund the assets that drive revenue while preserving deal cash. See equipment financing.
How the partnership works
You run the transaction. We help keep the capital moving.
Bring us the situation
Share the client and where capital is needed in the transaction using the form below.
We evaluate and structure
We assess the need and structure capital aligned to the deal and the timing.
Momentum stays with you
The client keeps moving, and you are the banker who brought more than transaction advice.
Momentum when timing matters
Before, during, or after a transaction, we help you bring capital to the table quickly and responsibly, so timing never becomes the reason a good deal stalls.
Investment banker partner FAQs
When do investment bankers bring Capital Source in?
Before, during, or after a transaction, whenever a client needs bridge financing before closing, working capital to improve performance before going to market, acquisition financing, receivables support, or short-term liquidity during a strategic process.
Can you move on transaction timelines?
Yes. We help keep momentum moving when timing matters and structure capital aligned to the deal you are running.
What financing can you help structure?
We help with acquisition financing, SBA 504 fixed asset financing, asset-based lending and bridge capital, working capital, receivables financing, and equipment financing, among other structures.
Who owns the client relationship?
You do. We help bring capital to the table while you remain the banker advising the transaction.
Partner with Capital Source
Tell us about the client and where capital is needed in the transaction. A representative will reach out to help you keep the deal moving.
Prefer to talk it through first? Talk to our Deal Desk. Looking for funding for your own business instead? Apply here.