From term loans to secured lines of credit, Newtek offers a wide variety of funding options for Morgan Stanley clients and prospects who own a business.

Business Term Loans - $1,000 to $15 Million

• Working Capital 
• Expand/Acquire a Business 
• Buy Out a Partner/Shareholder 
• Buy/Build/Refurbish/Refinance Owner Occupied Commercial Real Estate 
• Buy Inventory/Equipment 
• Acquire a franchise 
• Refinance existing business debt 

• Secured by Accounts Receivable, Inventory, Healthcare/Medical Receivables 

Here are just a few quick examples of recent deals that we hope will encourage you to reach out to your client/prospects who own businesses to let them know that Morgan Stanley can help with their crucial capital needs.

Global Air Freight Company
$12.9 Million – 10 Year Term Loan
Refinance and debt consolidation

Sports Training Facility
$4,825,000 – 25 Year Term Loan
CRE acquisition and renovations for ADA compliance

Diagnostic Lab
$1,500,000 – Secured Line of Credit 
Smooth cash flow through a line secured by medical receivables

Oil Industry Transportation Services
$585,000 – 10 Year Term Loan
Working capital to reduce payables and support business operations 

If you have a client opportunity, please enter the referral into our NewTracker system at https://www.newtekreferrals.com/

If you are new to NewTracker, please watch a quick overview video here. You can also register for an account by visiting the registration link.

Please reach out to me if you have any questions.

Regards,

Adam E. Epstein
Director - Strategic Alliances
Newtek Business Services Corp.
Office: 212-273-7752
Cell: 917-743-4898
www.newtekone.com