Tell us the essentials about your business and financing needs.

Within two business days, we will provide a candid assessment of financing options, likely lender fit, indicative market terms, and recommended next steps.

Company And Contact

Company Name

City & State

Website URL

Primary Industry

What The Company Does

Operations Or Equipment Outside The US?

Select...

Year Founded

Fiscal Year End

Select...

Ownership

Financing Needs

Amount needed

Use Of Proceeds

If Other Please Specify

When Is Financing Needed?

What Is Driving The Timing?

For example: an acquisition, contract, loan maturity or bank exit.

Business Financials

Approximate figures are fine, no need for exact numbers.

Annual Revenue

Revenue Trend

If Declining, Why?

(Optional)

Largest Customer - Approximate % Of Revenue

(Optional)

EBITDA - Most Recent Fiscal Year

EBITDA - Trailing 12 Months

Significant Owner Or One-Time Expenses We Should Add Back?

(Optional)

Existing Financing

Tell us briefly about any financing currently in place.

Do You Currently Have Business Debt Or Financing?

Approximate Total Debt Outstanding

(Optional)

Current Bank / Lead Lender

(Optional)

Briefly Describe Your Existing Financing

(Optional)

Has Your Bank Asked You To Find Another Home For The Credit?

Anything Maturing Or Under Pressure In The Next 12 Months

If Yes, Please Describe

(Optional)

Personal Guarantees On Existing Debt?

Would Ownership Consider A Guarantee On New Debt?

Collateral & Final Details

Approximate values are fine. Leave blank where not applicable

Accounts Receivable

(Optional)

Inventory

(Optional)

Anything We Should Know?

Do any of these apply to the company or its ownership group? None is necessarily disqualifying.

Anything Else Worth Mentioning?

(Optional)

How Are Your Financial Statements Prepared?

Do You Have Recent Financial Statements Available?

Information provided is treated confidentially. No information will be shared with financing sources without your prior authorization. Submitting this form is informational and creates no engagement, obligation, or commitment on the part of either party. Glengarry Capital Group is a debt advisory firm, not a lender, and does not provide legal, tax, or accounting advice.

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