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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 CEO and Managing Director 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
Apr142015

Charles Towle Becomes Managing Partner at US Capital Partners

Private investment bank appoints senior executive as Managing Partner, following another year of strong growth at the firm.

US Capital Partners Charles Towle

SAN FRANCISCO, April 2015 – US Capital Partners Inc. is pleased to announce the recent appointment of Charles Towle as Managing Partner of the firm. Headquartered in San Francisco, US Capital Partners is a full-service private investment bank that makes direct debt investments, participates in debt facilities, and underwrites debt and equity private placements.

“I am extremely pleased with this new appointment,” said Jeffrey Sweeney, Chairman and CEO at US Capital Partners. “Since joining US Capital Partners in 2006, Charles has helped grow the firm into a leading private investment bank for small and medium-sized businesses in the United States. Charles is well-respected in the sector, and many industry leaders will be quite pleased that he has achieved this well-deserved position as Managing Partner at the firm.”

“I greatly look forward to supporting US Capital Partners’ continued expansion as Managing Partner at the firm,” said Mr. Towle. “US Capital Partners is at an inflection point in its growth curve, and has strategic plans to lead the way in the evolving FinTech arena, with a focus on the small and lower middle market. The firm has a strong history of underwriting and portfolio management, and is designing and developing proprietary technology-based tools for smaller businesses to more efficiently secure capital. US Capital Partners continues to focus on strategic, innovative solutions in the marketplace and on speed and excellence of execution.”

Mr. Towle has also been appointed Co-Managing Partner at US Capital Investment Management, LLC, a private investment management firm established by US Capital Partners to make capital investments in leading small and medium-sized businesses in the United States. He is also the Division Head and licensed principal of US Capital Global Securities, Inc., a FINRA-registered broker-dealer that serves as distributor for funds sponsored by US Capital Partners and managed by US Capital Investment Management.

About US Capital Partners Inc.

Since 1998, US Capital Partners (www.uscapitalpartners.net) has been providing well-structured, custom financing solutions to private and public companies with $5 million to $100 million in sales. Headquartered in San Francisco, US Capital Partners is a full-service private investment bank that makes direct debt investments between $500,000 and $30 million, participates in debt facilities, and underwrites debt and equity private placements. The firm also offers financial advisory services for buy-side and sell-side engagements and for capital formation, including early-stage financings requiring equity or debt.

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

Tuesday
Apr072015

US Capital Partners Provides Bridge Facility for $40 Million Acquisition Program of a Waste Management Company

US Capital Partners Inc. has put in place bridge financing to support the roll-up strategy of an expanding provider of waste management and environmental services.

SAN FRANCISCO, APRIL 2015 – US Capital Partners Inc. has provided a bridge loan for the $40 million acquisition program of a leading waste management and hauling company in the Midwestern United States. US Capital Partners is a private investment bank that makes direct debt investments, participates in debt facilities, and underwrites debt and equity private placements for small and medium-sized businesses.

This waste management business provides turnkey solid waste removal and environmental management services to municipalities, individuals, and companies. To date, the company has helped in recycling over 20,000 tons of waste in the Midwest, and services over 40,000 customers. The business approached US Capital Partners for well-structured, expansive financing to support its acquisition program.

“We are delighted to have supported the roll-up strategy of this expanding waste management business through well-structured and timely bridge financing,” said Jeffrey Sweeney, Chairman and CEO at US Capital Partners. “At US Capital Partners, we specialize in structuring and providing custom financing solutions for small and medium-sized businesses. In this case, we provided the company with a cash flow-based bridge loan in under three weeks. The loan was custom structured, allowing the company to remain fully in compliance with its existing loan terms.”

About US Capital Partners Inc.

Since 1998, US Capital Partners (www.uscapitalpartners.net) has been providing well-structured, custom financing solutions to private and public companies with $5 million to $100 million in sales. Headquartered in San Francisco, US Capital Partners is a full-service private investment bank that makes direct debt investments between $500,000 and $30 million, participates in debt facilities, and underwrites debt and equity private placements. The firm also offers financial advisory services for buy-side and sell-side engagements and for capital formation, including early-stage financings requiring equity or debt.

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

Tuesday
Mar172015

US Capital Partners Provides Bridge Loan to Multi-Million Dollar Facility for CloudSmartz

US Capital Partners Inc. has put in place bridge financing to support the continued expansion of a high-growth information technology and cloud services provider.

SAN FRANCISCO, March 2015 – US Capital Partners Inc. has provided a bridge loan to a multi-million dollar facility for CloudSmartz, Inc., headquartered in Rochester, New York. US Capital Partners is a private investment bank that makes direct debt investments, participates in debt facilities, and underwrites debt and equity private placements for small and medium-sized businesses.

“We are extremely pleased with this timely bridge financing,” said Jeff Luchetti, CFO at CloudSmartz. “Known for artfully applying technology as the empowering force behind the transformation of both start-ups and Fortune 500 companies, CloudSmartz plans to continue the strategic expansion of its Application Development and Managed IT Services offerings. To that end, we approached US Capital Partners to secure additional working capital and to put in place well-structured bridge financing that meets our strategic needs. We are very pleased with the result.”

“We are delighted to have provided bridge financing for this expanding IT and cloud service provider,” said Jeffrey Sweeney, Chairman and CEO at US Capital Partners. “US Capital Partners has a proven track record in securing innovative financing alternatives for small and medium-sized businesses. Within one week of receiving the required information, US Capital Partners was able to close a subordinate term loan facility for CloudSmartz. The facility was customized to provide CloudSmartz with the liquidity and flexibility it needed while the company explored and executed on its first step in refocusing the business on its growth strategy.”

About CloudSmartz, Inc.

CloudSmartz was founded in 2012 as a trusted managed IT and cloud solutions provider with a vision to use artfully applied technology as the empowering force behind the transformation of start-ups and Fortune 500 companies alike. Serving local, national, and global organizations within the healthcare, finance, communications, education, and technology industries, CloudSmartz believes in forming trusted partnerships with companies in order to provide them with the most comprehensive and creative technology solutions that will enable their businesses to thrive. Because of the its broad range of capabilities, CloudSmartz can apply its 20+ years of IT experience to solving unique business problems in a creative, strategic way – with the mind-set of an executive trying to drive results.

About US Capital Partners Inc.

Since 1998, US Capital Partners (www.uscapitalpartners.net) has been providing well-structured, custom financing solutions to private and public companies with $5 million to $100 million in sales. Headquartered in San Francisco, US Capital Partners is a full-service private investment bank that makes direct debt investments between $500,000 and $30 million, participates in debt facilities, and underwrites debt and equity private placements. The firm also offers financial advisory services for buy-side and sell-side engagements and for capital formation, including early-stage financings requiring equity or debt.

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

Tuesday
Feb242015

US Capital Partners to Secure an Investment Facility for Wham-O

Private investment bank backs world-renowned American toy manufacturer and marketer, to support the accelerated growth of its recently launched lineup of new consumer brands.

SAN FRANCISCO, FEBRUARY – US Capital Partners Inc. has been engaged by Wham-O Marketing, Inc. (“Wham-O”), a global leader in the toy and lifestyle industries, to raise an investment facility to support strategic growth initiatives. Headquartered in Los Angeles, California, Wham-O manufactures and markets some of the most recognizable consumer brands in the world today, including Slip ’N Slide®, Hula Hoop®, Frisbee®, and Hacky Sack®.

Headquartered in San Francisco, US Capital Partners is a full-service private investment bank that makes direct debt investments between $500,000 and $30 million, participates in debt facilities, and underwrites debt and equity private placements. The firm has a proven track record in securing well-structured financing for middle market companies across a wide range of industries, and a history of successful closings in the consumer discretionary sector.

“Wham-O is currently at an inflection point in its international expansion, having just launched a range of additional exciting new products and brands,” said Kyle Aguilar, CEO at Wham-O. “We are delighted to be collaborating with US Capital Partners and its experienced team of investment bankers. Our continued success and entrepreneurial spirit depend upon building smart partnerships, and US Capital Partners represents just the committed financing partner we are looking for as we move into the next phase of strategic growth.”

“We are pleased to be arranging financing for this leading American toy manufacturing and marketing firm,” said Jeffrey Sweeney, Chairman and CEO at US Capital Partners. “Wham-O and US Capital Partners are both headquartered in the San Francisco Bay Area. As many US manufacturers have been continuing to shift their operations overseas, we recognized an opportunity to partner with an established company that has a history and track record of worldwide success, but that is still striving to maintain its California footprint. We are extremely pleased to be supporting Wham-O’s continued success.”

About Wham-O

With over 65 years of cultural and commercial significance, and with a lineup of consumer products that appeal to people of all ages, the Wham-O® brand remains synonymous with fun, play, and sport. Wham-O manufactures and markets some of the most recognizable consumer brands in the world today, from classics like Frisbee® discs, Slip ’N Slide® water slides, and Hula Hoop® toy hoops, to outdoor brands like Morey®, Boogie® body boards, Snow Boogie® sleds, and BZ® Pro Boards.

Wham-O is a company and lifestyle brand that is steeped in the American cultural tradition of classic, well-made products. Wham-O continues its success and entrepreneurial spirit by building smart alliances with inventors that are aligned with Wham-O’s mission of bringing new products to market that promote our ongoing commitment to the highest quality, and to bringing families, friends, and teammates together during every season of the year – indoors and out.

About US Capital Partners Inc.

Since 1998, US Capital Partners (www.uscapitalpartners.net) has been providing well-structured, custom financing solutions to private and public companies in the United States and abroad. Headquartered in San Francisco, US Capital Partners is a full-service private investment bank that makes direct debt investments between $500,000 and $30 million, participates in debt facilities, and underwrites debt and equity private placements. The firm also offers financial advisory services for buy-side and sell-side engagements and for capital formation, including early-stage financings requiring equity or debt.

To learn more about how your business can secure the funding it needs, email Jeffrey Sweeney, Chairman and CEO, at jeff@uscapitalpartners-marketing.com or call (415) 889-1010.

Tuesday
Feb172015

Securing Growth Capital for Your Small or Medium-Sized Business in 2015

Many business owners are readying themselves for a year of significant growth. Find out how to secure the expansive financing you need to implement your growth plans this year.

Business Owners Anticipate Growth in 2015

CEOs are feeling increasingly optimistic about the outlook of their businesses. According to the 2015 Pepperdine Private Capital Markets Report, 67% of privatelyheld businesses surveyed believe growth opportunities will increase over the next 12 months, with more than half (57%) planning to hire additional workers. For many small and medium-sized businesses (SMBs), however, securing sufficient capital to support growth remains an ongoing challenge.

Sourcing Growth Capital for Your Company

Nearly 89% of business owners report having the enthusiasm to execute growth strategies, yet just 52% report having the necessary financial resources to successfully execute growth strategies.

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 financing. Often, they approach the wrong type of lender or fail to present their application in the best way from a lender’s perspective. Some SMBs choose not to raise financing simply because they believe they will be rejected, because of a lack of expertise, or because of a shortage of time.

How US Capital Partners Can Help

US Capital Partners Inc. is at the cutting-edge of SMB financing. The firm has a proven and well-developed capability for providing growth capital for smaller enterprises. The firm offers both debt financing and equity financing, always intelligently structured to meet the particular needs of its clients.

Last quarter, for instance, 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 also provided a scalable $1 million facility backed by the U.S. Small Business Administration for an expanding Florida-based Jersey Mike’s Subs franchisee, and a $1.5 million term loan to World of Beer, to support the ongoing growth of its chain of beer taverns.

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