CFO Capital Partners


Is focused on serving the middle market as an objective resource for financing solutions, financial tools, news and information. We combine in-depth market knowledge with the efficiency of the Internet to significantly reduce the time and cost involved in raising capital.

Our financial provider network can help you with the following:

  • Types of Financing

    • Senior Debt

    • Factoring

    • Equity

    • Equipment Leasing

    • Real Estate Financing

    • Subordinated Debt

    • Recapitalization

  • Types of Transactions

    • Refinancing
    • Growth
    • Mergers
    • Acquisition
    • Management Buyouts
    • Employee Stock Ownership Plan


Our Process



I - Contact Us

Submit an online request for financing. E-mail us a request to contact you. Or, call one of our financial professionals to discuss your financing needs via phone or web-enabled video.


II - Needs assessment

CFO quickly evaluates your request to determine which capital or financial service providers in our network can offer the financing product or service you require. We then contact you for additional information about your company and financing needs.


III - Identify Capital Providers

We work with you to structure your transaction and to determine which capital providers fit your unique situation. Once you allow us to distribute your financial information, we create a competitive bidding environment among selected capital providers, contacting providers on your behalf and helping them to understand your needs.


IV - Competing offers

Interested providers issue letters of intent, outlining the terms and conditions they can offer you. You decide which provider(s) you're most interested in working with.


V - Negotiation and Documentation

CFO Capital Partners PRIVATE CLIENT GROUP makes introductions and assists as needed throughout the provider's due diligence process.


VI - Funding

Once due diligence has been satisfied, the transaction closes and you obtain funding.




Whether you're a business owner, a chief financial officer or an intermediary, raising capital can be a time consuming and inefficient process. CFO Capital Partners PRIVATE CLIENT GROUP can help.


Raising Capital the Traditional Way

Raising Capital The PRIVATE CLIENT GROUP way

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Email us your a copy of your Loan Request or Business Plan



CFO Capital Partners, its affiliates and principals are not a United States Securities Dealer nor Broker nor US Investment Adviser.  CFO Capital Partners, its affiliates and principals is a  Consulting Firm and in some instances a Private Investor. All Emails and related correspondence are never to be considered a solicitation for any purpose in any form or content. We do not intend to, nor do we, provide investment advice or counsel to any particular transaction. You, as the Recipient, hereby acknowledges this warning and disclaimer. If acknowledgment is not accepted, Recipients must return the document copies, in their original condition, to the Sender via email or postal services immediately