Hi [name],

Newtek expands its business lending platform to conventional loans – providing up to $15 million in financing.

As a reminder, through Morgan Stanley’s/UBS’s strategic relationship with Newtek, you can deliver a proven business financing resource for the following needs, and more:

  • Buy/Build/Refinance Owner Occupied Commercial Real Estate
  • Refinance existing business debt (10 to 25-year amortizing loan)
  • Acquire a business
  • Working Capital
  • Expand/Acquire a Business
  • Buy Out a Partner/Shareholder
  • Purchase Inventory/Equipment

The list of industries we lend to is extensive. Here are just a few recently closed loans:

Food Product Manufacturer - $11.3 Million Conventional Loan

  • Acquisition and construction financing
  • Fully amortizing permanent loan term
  • 25-year fixed interest rate

Fashion Boutique - $10 Million Conventional Loan

  • Fund to refinance a high-end retail building plus working capital
  • Extension of amortization to 360 months to reduce monthly payment obligation
  • 10-year fixed interest rate

Manufacturer and Distributor of Shipping Cartons & Supplies - $5,000,000

  • Refinanced existing debt and provided working capital for new orders
  • Additional funds allocated to acquire the 50% interest in its HQ building that it did not own
  • 25-year loan with no early balloons cut monthly payments on existing debt by more than 50%

Electrical Services Contractor - $1,810,000

  • Refinanced high rate equipment leases and extend term to lower payments
  • 10-year term loan included all closing costs to deliver borrower maximum proceeds

Dental Practice - $100,000

  • Working capital to increase advertising and smooth out cash flow
  • Newtek provided a 10-year term loan with no loan covenants

Please reach out to me with any questions or to discuss any specific opportunities you might have.

[RVP Name]
[RVP contact info]