Commercial financing brokerage · Deal consulting
Connecting capital.
Building partnerships.
We bring together business owners, real estate owners and developers, borrowers, deal principals, and financing sources to explore potential commercial relationships. Thoughtful introductions. Clear communication. A process designed to repeat.
Individual transactions. Negotiable terms. Lasting relationships.
01 / Our services
Business needs.
Relevant connections.
We help parties explore a potential working relationship. Financing and partnership terms are discussed by the participating parties and documented for the particular transaction.
For business owners and deal principals
Financing Introductions
Introduce your commercial financing need and discuss connections to potential primary lenders or other financing sources.
- A general understanding of the transaction and its capital needs
- Introductions based on the parties’ stated requirements
- Coordination of next steps and information requests
For prospective business counterparties
Principal & Partner Introductions
Explore a connection with a business owner, borrower, or deal principal around a particular transaction or recurring business relationship.
- Introductions focused on the specific business context
- Direct discussion of transaction-specific requirements
- Terms and responsibilities agreed by the participating parties
Real estate deal packaging & funding coordination
Bring your deal.
Build the funding package.
Have your own real estate transaction? We can help package the financing request and facilitate conversations with potential funding sources.
Prepare
Organize the package
Help present the project overview, financing needs, and supporting information requested by prospective lenders.
Connect
Explore funding sources
Facilitate introductions and conversations based on the transaction’s requirements and a potential lender’s stated criteria.
Coordinate
Move the process forward
Help coordinate information requests and next steps as the parties evaluate the proposed financing.
Financing is subject to lender review, underwriting, terms, and approval. Packaging or facilitating a request does not guarantee a commitment or closing.
02 / Our role
An introduction.
A working relationship.
The Veritas Capital Group provides brokerage and deal consulting for ordinary commercial financing, including real estate deal packaging, funding coordination, and lender introductions. We facilitate connections among business owners, borrowers, deal principals, and financing sources.
Our compensation is paid by the primary lender or deal principal for agreed brokerage and deal consulting services, and is payable only when the deal closes, under the applicable engagement agreement. We are not paid for finding investors. We never receive, hold, or disburse transaction funds. Financing and partnership terms are negotiated between the participating parties, subject to their independent review and definitive agreements.
Start with the business purpose and the parties’ requirements.
Identify the counterparties and their respective roles.
Help organize introductions and the agreed next steps.
Develop relationships that can support future business needs.
03 / Our process
Consistent steps.
Individual transactions.
A repeatable introduction and coordination process. The parties evaluate each potential relationship on its own merits.
Understand
Discuss the business need, proposed transaction, relevant counterparties, and objectives.
Introduce
Explore relevant connections and arrange a conversation where the parties identify a potential fit.
Coordinate
Help organize next steps. Each party conducts its own review and obtains appropriate professional advice before proceeding.
Stay connected
Maintain the relationship and discuss future business needs as they arise. Each new transaction requires its own evaluation.
Our objective: lasting working relationships supported by a repeatable process for introductions and transaction coordination.
04 / Illustrative business needs
Different situations.
A tailored conversation.
These scenarios illustrate the types of business needs that may lead to an introduction. They are not advertisements for specific transactions or commitments to provide financing.
Scenario A
Transaction preparation
A business principal wants to discuss a commercial financing need associated with appraisal, underwriting, or due diligence expenses.
Scenario B
Closing coordination
A borrower seeks a connection to a potential financing source while addressing the remaining requirements for a larger transaction.
Scenario C
Recurring relationships
Business counterparties want to establish a working relationship that may support more than one independently evaluated transaction over time.
05 / Common questions
Clarity comes first.
A clear understanding of the service, the parties, and the next steps.
What does Veritas do?
We provide brokerage, introductions, and deal consulting for ordinary commercial financing and business relationships. The scope of our work is defined in the applicable engagement agreement.
Can you help with my own real estate deal?
Yes. We can help package the financing request, facilitate conversations with potential funding sources, and coordinate the process. Any financing remains subject to lender review, underwriting, and approval.
Who pays Veritas?
Our compensation is paid by the primary lender or deal principal for agreed brokerage and deal consulting services, and is payable only when the deal closes. We are not paid for finding investors.
Does Veritas hold or handle transaction funds?
No. We never receive, hold, or disburse transaction funds. The participating parties arrange the funding and payment mechanics in their own transaction documents.
Who determines the transaction terms?
The participating parties negotiate the terms for the particular transaction. Agreements identify the parties, responsibilities, economics, conditions, and other relevant provisions.
Are introductions or financing guaranteed?
No. A potential connection may not result in an agreement or a funded transaction. Availability, suitability, timing, and execution depend on the parties and the circumstances.
Can the relationship continue beyond one transaction?
Yes. Our goal is to build recurring working relationships. Each future transaction is considered separately and is subject to its own review and agreements.
06 / Start a conversation
Let’s discuss
your next connection.
Share a general overview of your business need or the type of working relationship you are seeking. We can discuss whether our introduction and consulting services are a fit.
john@theveritascapitalgroup.comEach link opens your email application. Please keep initial inquiries to a general overview; detailed documents can follow through an agreed channel.