How We Work

Once turned down by their existing financing resource, most have had trouble obtaining financing on their own. We know how to present companies to each financing source and get results. Our process and payment timeline is depicted below before and after our being engaged.

Before we are engaged, we must determine whether our prospective client qualified for the financing they seek. This involves a disciplined process that matches the prospective client with the right institutions that will provide the financing they seek. This entails answering 4 questions:

1. What business are you in?
2. What are your revenues?
3. How much financing do you need?
4. For what purpose do you need it?

When you contact us and answer these questions, we take you through the process of obtaining financing step by step.

This disciplined engagement process results in higher advance rates, lower interest costs, and timely execution for our clients.

Once we answer the initial questions, we then match you with 5 to 10 institutional sources based on the size of the financing, the industry, and whether the financing is equity or debt or a combination of the two. If we get a critical mass of interest — usually 3-6 or more — we proceed to the next step: a due diligence visit. This visit ensures that you and your facilities are of the quality required by the financing sources.

Presuming our due diligence is successful, we present our findings to the financing sources that have expressed preliminary interest. These sources are screened to ensure that they are coming to visit your company with a view towards making an offer within the parameters of your needs. At this point, we are ready to be engaged. You, our client, has had no outlay of funds until now. The engagement entails AMG producing a written presentation to the institutions which takes about a week, and scheduling the visits of the interested financing sources. Usually there are 3-6 visits. On average it takes 57 days for a debt financing to take place. Equity takes about 30 days longer. In almost 30% of our financing situations, the institution that turned our client down before our involvement is the one that does the financing in the end.

Our engagement fee is deducted from the success fee. The success fee is a percentage of the financing. These fees are agreed to in writing before the financing process takes place.

Our careful adherence to this process guarantees the maximum results for our clients' financing needs.

Call us today at 1-800-869-8789 or 1-310-454-1114
or email for a no-obligation assessment.