Debt & Equity Placement · $5M – $500M+
Bespoke Capital Solutions for Institutional Scale
Connecting middle-market enterprise borrowers and commercial real estate sponsors with tier-one global capital networks ($5M – $500M+).
$1.5B+
Total Capital Placed
300+
Active Institutional Lenders
48-Hour
Term Sheet Turnaround
98%
Closing Rate
Capital Solutions
Structured for every stage of the capital stack
Commercial Real Estate Financing
Permanent, agency and CMBS execution across multifamily, industrial, office and hospitality.
Deal Size
$5M – $500M+
Typical Rates
5.75% – 7.50%
Large-Scale Bridge & Mezzanine Debt
Transitional capital and structured subordinate debt for value-add and recapitalizations.
Deal Size
$10M – $250M
Typical Rates
8.50% – 13.00%
SBA 7(a) & 504 Ultra-Sized Loans
Stacked and pari-passu structures for owner-occupied real estate and acquisitions.
Deal Size
$5M – $20M+
Typical Rates
Prime + 1.75% – 2.75%
Equipment & Working Capital Lines
ABL revolvers, equipment finance and cash-flow facilities for growth enterprises.
Deal Size
$5M – $100M
Typical Rates
SOFR + 2.50% – 5.00%
Deal Sizing Calculator
Indicative terms in seconds
Model your financing request against live lender appetite. Figures are indicative only and subject to full underwriting.
Financing Type
Indicative Rate Range
5.87% – 7.46%
Leverage Benchmark
60% – 75% LTV
Est. Term Sheet
Within 48 hours
Why C.M Phelps & Co.
Investment-bank rigor. Brokerage agility.
Direct Capital Access
Relationships with life companies, debt funds and tier-1 banks — no intermediaries between you and the decision maker.
Custom Structure Optimization
We model leverage, prepayment and covenants to engineer the capital stack around your business plan.
Speed & Underwriting Certainty
Pre-vetted lender appetite and institutional packaging deliver term sheets in 48 hours.
End-to-End Closing Execution
From LOI through legal, third-party reports and funding, we quarterback every milestone.
Track Record
Recently closed transactions
Closed
$45M
Multifamily Construction
Austin, TX
Construction Loan · Debt Fund
Closed
$12M
Working Capital Facility
Manufacturing Sponsor
ABL Revolver · Tier-1 Bank
Closed
$82M
Industrial Portfolio Acquisition
Inland Empire, CA
Permanent · Life Company
Closed
$28M
Hospitality Bridge Loan
Miami, FL
Bridge + Mezz · Private Credit
Closed
$140M
Mixed-Use Recapitalization
New York, NY
Senior + Pref Equity
Closed
$18M
SBA 504 Owner-Occupied
Denver, CO
504 Stack · Regional Bank
Chief Financial Officer
Diversified Industrial Manufacturer
Have a transaction in motion?
Share your deal confidentially. Expect an indicative response within 24 hours and term sheets within 48.