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ABOUT

Jeffrey Sweeney is an investment banker with years of experience in direct lending and corporate finance for small- to middle-market companies. He is the chairman and CEO of US Capital Partners, an innovator in small- to middle-market business lending. US Capital Partners has been providing prompt, innovative, and reliable financing solutions across the United States and abroad for more than a decade.

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Tuesday
Jan172017

Jeffrey Sweeney of US Capital Has Launched $250M Residential Real Estate Fund

Newly launched private investment fund offers accredited investors the opportunity to benefit from secured, income-generating credit investments in residential real estate.

SAN FRANCISCO, January 2017 – US Capital Partners Inc. is pleased to announce that Chairman and CEO Jeffrey Sweeney has launched the US Capital Residential Real Estate Income Fund (the “Fund”) through the firm’s private investment and asset management division, US Capital Investment Management, LLC.

The General Partner’s aim in creating the Fund is to deliver attractive risk-adjusted returns to its Limited Partner investors, redeemable in cash every quarter, primarily by making senior secured debt investments in residential real estate in the United States, either directly or indirectly through highly promising residential real estate funds and residential real estate development and operating companies.

“We are delighted to be adding this important income-generating residential real estate fund to our expanding family of private investment funds and vehicles,” said Jeffrey Sweeney, Founder and Managing Partner of US Capital Investment Management, LLC and Chairman and CEO of US Capital Partners Inc. “The opportunity to participate in the US Capital Residential Real Estate Income Fund is now open to eligible investors through our digital investment platform, available at www.uscgs.com, which offers a curated selection of private placement opportunities.”

About the Fund

US Capital Residential Real Estate Income Fund, LP aims to preserve principal, provide quarterly current income distributions and capital appreciation, and achieve consistent attractive returns primarily by making senior secured debt investments in residential real estate located primarily in the United States, either directly or indirectly through highly promising residential real estate funds and residential real estate development and operating companies. The average lifetime of investments is expected to be 18–60 months. In identifying potential investment opportunities, the Fund will look for key growth features and sustainable competitive advantages. The General Partner believes focusing on fundamental real estate opportunities that have solid cash flow will result in a higher performance than opportunities focused on capital appreciation alone.

Current Potential Allocations for the Fund

  • Residential Real Estate Operating Company investing in single-family residential real estate in Missouri that can be acquired at an advantageous price, rehabbed, rented, and ultimately resold for a profit. The firm has already attracted more than $4.5 million of equity commitments and acquired 96 homes, and needs additional capital to grow its portfolio.
  • Residential Real Estate Fund structured as a vertically integrated real estate company primarily engaged in funding single-family residential real estate loans. Since commencing operations in 2002, the company has become a leading private money lender in Texas. The company currently has a portfolio of over $100 million consisting of more than 500 loans, and is seeking up to $250 million.

About the General Partner

US Capital Investment Management, LLC was founded by Jeffrey Sweeney as an alternative asset manager that leverages a significant track-record of successful fund management and of debt and equity investments in small and medium-sized businesses. The firm offers both independent investors and institutional investors an opportunity to invest in a variety of carefully managed funds designed to be appropriate for the different risk tolerances and investment objectives of accredited investors.

To learn more about US Capital Investment Management, LLC or this investment opportunity, email Jeffrey Sweeney, Founder and Managing Partner, at jsweeney@uscapitalpartners.net or call +1 (415) 889-1010.

Tuesday
Jan102017

US Capital Partners Provides Over $300 Million in Financings to Small and Lower Middle Market Businesses in the United States

Private investment bank offers strong lending support to underserved businesses across the United States in 2016.

SAN FRANCISCO, JANUARY 2017 – US Capital Partners Inc. announced today that it has provided funding and advisory services for over $300 million in new financings to small and lower middle market businesses in the United States in 2016. US Capital Partners is a private investment bank that makes direct debt investments, participates in debt facilities, and has wide distribution for debt and equity private placements for small and medium-sized businesses.

“Since 1998, US Capital Partners has been providing prompt, innovative, and reliable financing for businesses with annual sales of $1 million to $100 million,” said Jeffrey Sweeney, Chairman and CEO at US Capital Partners. “These companies have historically been underserved by traditional lending sources. Our loans typically range from $500,000 to $50 million. Over $400 million of new financings are planned for 2017.”

Example Transactions in 2016



To learn more about these engagements or about how your business can secure the investment banking services it needs, email Jeffrey Sweeney, Chairman and CEO, at jsweeney@uscapitalpartners.net or call +1 (415) 889-1010.

Wednesday
Jan042017

Happy New Year from US Capital Partners

Very best wishes for a successful and prosperous 2017 from our expanding team of seasoned bankers and wealth managers.

At US Capital Partners, we offer an array of investment banking services to provide financial, strategic, and investment alternatives to our clients. We are relentless in making sure our clients hit their business goals, meet objectives, and maximize shareholder value. US Capital Partners’ services include:

Investment Banking

  • Debt & Equity Private Placements and Syndication
  • Fundraising Placement Agent
  • Mergers & Acquisitions
  • Recapitalizations
  • Restructuring & Insolvency Advisory

Lending

  • Loan Size: $500K to $50M Plus
  • Acquisitions, Refinancings, Bridge Loans
  • Growth/Stretch Capital
  • Senior/Subordinated Cash Flow & Unitranche Loans
  • Revolving Lines of Credit
    • AR/Inventory, Purchase Orders
  • Term Loans
    • Machinery & Equipment, Real Estate, Intellectual Property

Investment Management

  • Direct Lending from US Capital Funds
  • Funds and Investment Vehicles
    • Design, Formation, and Management
  • Investment Administration
  • Portfolio Management
  • Investor Relations

Wealth Management

  • Financial and Investment Management
  • Retirement Planning
  • Legal, Tax, and Estate Planning

Since 1998, we have been delivering strategic options, optimal results, and exceptional value to our clients and partners. We stand ready to meet your specific finance or investment requirements.

As always, do not hesitate to contact us about any current or future transactions in which we could be of assistance.

Wednesday
Dec212016

Happy Holidays from US Capital Partners

2016 has been another historic year for US Capital Partners, especially with the growth of the firm’s alternative asset management and wealth management divisions, the launch of two private investment funds, and the firm’s strategic expansion into new verticals. US Capital Partners has advised on over 15 equity-related investment opportunities this year, in industries ranging from nanotechnology and software to medical device and entertainment.

At US Capital Partners we recognize that our successes are possible only through outstanding partnerships. We deeply value our relationships with our colleagues, as well as with our clients and customers, investment partners, referral sources, and all the professionals we have the pleasure to interact with.

As we move into the new year, we would like to re-emphasize how much we appreciate working in partnership with you. We very much look forward to deepening those bonds further throughout 2017.

All the best to you and your family,
The US Capital Partners Team

Wednesday
Dec142016

Securing Growth Capital for Your Business in 2017

Most business owners are readying themselves for a year of significant growth. Discover the challenges and solutions to securing the expansive financing you need to implement your growth plans next year.

Business Owners Anticipate Growth in 2017

CEOs are feeling increasingly optimistic about the outlook of their businesses. According to a recent survey by Pepperdine University, small and medium-sized businesses (SMBs) expect to increase their annual revenue in the next 12 months by an average of 8.3%. Reflecting this, 70% of businesses with an annual revenue of $5 million to $100 million reported that the main purpose for raising expected financing is growth or expansion, including acquisition.

Please click on image to enlarge.

Challenges in Sourcing Growth Capital for Your Company

Because of the increased regulatory constraints placed on banks as well as the fragmented nature of the commercial finance sector, securing sufficient capital to support growth remains a challenge for many SMBs. Even the commercial finance sector is facing increasing constraints on lending because bank leveraged lines are being reduced and underwriting criteria are becoming more stringent for their lines of credit. As a result, nearly two-thirds of SMBs reported that it is currently difficult to raise new external financing.

Many loan applicants seeking additional working capital or growth capital are thriving enterprises that for one reason or other fall outside the standard parameters for traditional bank finance, and now even commercial finance. Often, they approach the wrong type of lender or fail to present their application in the best way from a lender’s perspective.

How US Capital Partners Can Help

US Capital Partners Inc. is at the cutting-edge of SMB finance and has been for over 18 years. The firm has a proven and well-developed capability for providing growth capital for SMBs. The firm offers debt financing off its balance sheet, co-investment and syndication, and also equity financing, always intelligently structured to meet the particular needs of its clients.

Recently, for instance, US Capital Partners structured and provided a custom $8 million unitranche facility for Fulham Co., Inc., a manufacturer of award-winning LED and emergency products, to fund the strategic acquisition of a distributor abroad. Similarly, US Capital Partners provided $3.25 million in growth capital to Capriati Construction Corp., a leading general contractor in the construction industry, to fund the expansion of its services to additional Midwestern and Western States.

US Capital Partners examines transactions on a case-by-case basis. Its financing professionals have years of experience, allowing them to structure custom finance solutions for SMBs quickly and efficiently.