CFO Capital Partners is one of the nation's leading commercial Investment and Mortgage Banking Firm. Personalized service coupled with market knowledge and loan amounts beginning at $1 million US and up, CFO Capital Partners provides a variety of loan types that include fixed rate, floating rate, interest-only, construction, construction/permanent, mezzanine and bridge loans. CFO Capital Partners is a leader in arranging commercial financing transactions, offering a range of innovative products and services to our clients. We provide the most reliable and efficient means of securing debt, mezzanine, and equity financing for all of our client's commercial transactions.
We develop and preserve long term relationships with our clients by providing the best service, optimal financing solutions and access to the capital markets. Our professionals focus on the clients' individual needs and objectives, as key elements in structuring the appropriate financing for each transaction. We identify, evaluate and configure the most effective capital structure for each project while always keeping the clients priorities in mind.
Where we are going this year
Understanding the Hybrid Practice
According to recent reports, the number of hybrid financial advisory firms--those that charge clients fees and commissions--is expected to continue growing faster than any other kind of advisory firm. From 2004 to 2009, the number of dually registered advisors--people registered with the Financial Industry Regulatory Authority (Finra) as registered reps and with the SEC or states as RIAs--swelled from 7,120 advisors to 14,160. This nearly 100% increase represented the fastest-growing segment in the advisor industry. And the net headcount at dually registered hybrid firms grew at a compound annual growth rate of 14.7%, nearly three times that of firms with only registered investment advisors (RIAs).
In 2009, CFO Capital Partners adopted the Hybrid Practice. In 2010, Schwab Advisor Services saw 163 advisory teams transition to independence, representing $12.6 billion in assets under management. Approximately 20% of Schwab's existing RIA client base holds a dual registration. Since the financial crisis, more commission-only brokers have been converting their practices to those that charge a combination of fees and commissions. By focusing on needs early in the process, and finding a way to communicate this information clearly may lead to a long-lasting relationship between Clients and Ourselves.
CFO Capital Partners is committed to the following:
Continuing to Expanding our Lending Foot Print
In January we became a Direct Lender/ Correspondent for Freddie and Fannie Multifamily Product we can fund in all 50 States. Fannie Mae provides multifamily financing for affordable and market-rate rental housing. Every day, Fannie Mae delivers economical, flexible and tailored financing for investors. In 2008 Fannie Mae invested over $35.5 billion in the multifamily affordable housing market. Eighty-nine percent of the homes and rental housing financed by Fannie Mae lenders are affordable to families at or below the median income of their communities. We operate nationally, in all multifamily markets and under all economic conditions.
All of our programs are institutional and we have a Nationwide footprint on most of our products. We can provide both Debt, Equity, Joint Venture Partners and Participation Loans with our Investors.
We are still providing several types of loans throughout the US including Canada, the Virgin Islands, Puerto Rico and the Dominican Republic from $350,000 - $55 million, higher on a case-by-case basis. We will entertain International projects on a case-by-case basis. In addition to our Conventional Programs, all of the HUD acquisition, construction & permanent financing for Multi-family, Assisted Living, Senior and Affordable Living.
Additionally we provide all of the SBA programs for owners including USDA, 504 real estate permanent financing and construction through our Banking relationships. We have been told the Treasury wants to make more of these loans available. We provide Mezzanine, Bridge and Hardmoney though our Fund Manager relationships. As a bi-product we will arrange financing for Equipment, PO Financing, Credit Lines and Accounts Receivables from $500k to $15MM
Adding Additional Legal Staff
An increasing number of advisors transitioning to independence are selecting a hybrid practice model for their business. Advisors are choosing a hybrid model because it offers more products and services that advisors can offer clients. Advisors getting paid by commissions but who also want to offer fee services usually are dually registered advisors are registered with both the Financial Industry Regulatory Authority (Finra) as registered reps and with the SEC or states as RIAs.
Opening Our Own Broker/Dealer
Most independent broker-dealers have taken proactive measures to attract the fastest-growing segment in advisory services--the dually registered advisor.
Whether your needs include acquisition financing for a $2 million retail center, a $200 million multi-property portfolio or a $60 million condominium development, you will be served by a company with an in depth knowledge of financing options and property types. You can rest assured that your transaction will undergo prudent and consistent underwriting with streamlined and efficient closing periods.
CFO Capital Partners is a group of seasoned business professionals that have come together to offer a variety of services suited to fit the needs of those seeking Corporate and Real Estate Capital. We act as Independent Business Transaction Intermediary serving both Buyers and Sellers, also specializing in the Mergers & Acquisitions of businesses in the mid-market arena, nationally and internationally. Business Transfers, Selling of Businesses, acting as Finders - all fall within our province. We also work with Cooperating Intermediary and Investment Bankers nationwide as well as in Latin America, Europe and Asia.
The partners of CFO realize the urgent need for asset based lending in the real estate market today. We provide an assortment of financial services to fit a wide range of real estate necessities. Feel free to browse these services via our section of online information.
CFO Capital Partners also provide a variety of services to fit your venture capital needs.
Please look through these services in our Venture Capital section.
The above options didn't help? Then check out our Project Financing Programs section to find what you need.