We structure institutional debt and equity capital for sponsors, developers, and operating companies executing transactions from $5MM to $250MM+.
Our platform combines disciplined underwriting, structured execution, and long-standing institutional capital relationships.
The figures below provide a numerical overview of SBN Financial Partners, including transaction size ranges, capital relationships, team experience, project activity, transaction volume, average project size, and geographic reach across North America and Europe.
Transaction Size
Lenders, Family Offices, Investors
Capital Relationships
Years Combined
Advisory Experience
US, Canada, UK & EU
Transactions Advised
Transaction Volume
Average Project Size
Debt & Equity Capital
Institutional rigor and disciplined execution in private market transactions.
SBN Financial Partners is an independent capital advisor aligning sponsors and operating companies with institutional capital through disciplined underwriting, long-standing capital relationships, and a proprietary technology-enabled capital matching platform. Our focus is singular: execution that closes.
Institutional discipline applied to private market transactions.
We design capital stacks the way institutional lenders expect to see them, aligning structure with certainty and long-term value.
We underwrite the full sponsor story including balance sheet, business plan, and strategy, not just surface level metrics.
We underwrite the full sponsor story including balance sheet, business plan, and strategy, not just surface level metrics.
We connect sponsors directly to decision makers actively deploying capital across banks, private credit, and equity platforms.
With more than 65 years of combined experience, we execute transactions too sophisticated for traditional brokerage and advisory channels across development, bridge, land, healthcare, energy, and operating platforms.
We stay engaged from underwriting through closing, guiding negotiations and driving transactions to completion.
SBN Financial Partners structures and executes institutional capital across transactions where judgment, discipline, execution, and the breadth of our capital relationships define outcomes.
Institutional Preparation. Accelerated Execution
Sponsors submit a structured capital package outlining opportunity, capital need, and investment thesis.
A mutual NDA is executed to protect information and formalize the process.
We speak with the sponsor to assess experience, capital structure, risk profile, and alignment.
An exclusive capital advisory agreement is executed, aligning scope, fees, and incentives.
Complete financials and supporting documentation are provided for formal review.
SBN conducts proprietary underwriting and AI-driven risk analysis to determine funding viability.
We engineer the optimal capital stack and prepare institutional-grade materials.
We combine disciplined outreach with proprietary AI driven matching to identify best fit lenders and investors.
Selected capital partners conduct underwriting, compliance, and risk evaluation.
A formal term sheet is issued and closing logistics are established.
Documents are finalized, capital is funded, and all parties are compensated at close.
We maintain institutional standards across advisory, structuring, and execution. SBN operates with discretion and strict adherence to applicable regulatory frameworks ensuring compliance and trust.
We structure transactions to meet institutional underwriting standards from the outset, driving certainty through diligence, documentation, and closing.
Whether you have a question, are exploring a transaction, or would like to learn more about our platform, we welcome the conversation. Submit your details below and our team will respond promptly.
