As you know, Newtek (NASDAQ: NEWT) has been on the UBS Lending Referral Group platform now for several years. In that time, together, we have helped many UBS clients secure funding for their businesses. We are proud of this partnership and look forward to its continued growth.

In 2019, we are off to a record pace in both opportunities and closes, and are very much looking to build on that success as we enter the second half of the year. The level of success we can achieve together by delivering these lending solutions is limited only by awareness.

To that end, I would appreciate the opportunity to set up a short call to get your thoughts on how we might better support you and remind your FAs that this useful capability exists.

I’d also like to share with you some recent loans we’ve delivered to clients who benefitted from our new larger sized conventional loan program:

Global Air Freight Company
$12.9 Million – Term Loan
  • Refinanced and consolidated existing debt secured by multiple aircraft
  • 10-year term

Food Product Manufacturer
$11.3 Million – Term Loan
  • Owner-occupied commercial real estate purchase
  • 25-year term

Fashion Boutique
$10 Million – Term Loan
  • Refinanced original acquisition loan
  • 25-year term

Restaurant Group
$6.6 Million – Term Loan
  • Refinanced expensive debt from earlier leasehold improvements and working capital needs.
  • 10-year term

Funds from these loans can be used for a variety of uses, including:
  • Purchase owner-occupied real estate for the business
  • Equipment purchases
  • Technology refresh
  • Working capital
  • Business acquisition
  • Limited construction financing available

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