New SkyView lid launch!

Don’t wait for the pack to start the year-end sprint after Labor Day. Dictate your start date today! SkyView advises advisors seeking financing for acquisition, succession, refinance, and owner liquidity events. LET’S GET STARTED! bit.ly/4gAu82t

After Labor Day, many advisors resume longer-term M&A initiatives. Let's get a head start! Now is the time to: 💲Gauge your borrowing capacity 🚧Evaluate structuring opportunities & hurdles 🚫Identify potential challenges to begin mitigating Start now: bit.ly/4fHEsEh

We are excited to welcome Eric Wergin to SkyView as our VP of Credit! His background in underwriting, portfolio management, and credit servicing will be a valuable addition to our credit team as we continue supporting the financing needs of the independent advisory community.

Closed: $3.6 million | Colorado RIA | Debt Refinance Is your current loan still competitive with today’s market? Our team can review your existing debt and provide options from a SkyView partner bank. Schedule a refinance consultation today: bit.ly/3H5YPNQ

A CA IBD leveraged capital to restructure existing debt, allowing the firm to align financing with its long-term goals. Have you been considering refinancing existing advisor debt? Evaluate your current loan and explore refinancing options with SkyView: bit.ly/3H5YPNQ

6.75% fixed rate financing is now available for well-qualified financial advisors. $45 million available. Close by August 31. ➡️ Get pre-approved while this rate is still on the table. bit.ly/4aiZXsn

We are happy to announce a loan closing for a Texas IBD today! The financing was utilized for a dividend recap to access liquidity without selling ownership. Interested in learning more about dividend recap liquidity options? Schedule a consultation: bit.ly/3H5YPNQ

In RIA M&A, capital ready = deals won. Move with speed and certainty when the right opportunity appears. ➡️ Pre-approve your next acquisition with an advance line today: bit.ly/4u0eOAp

Loan closing in New Jersey! An IBD secured $2.14 million in financing to refinance existing debt. If your current loan is expensive, confusing, or poorly structured, you're not stuck with it. Consult with us today to discuss your refinancing options: bit.ly/3H5YPNQ

$4,128,000 closed! An IBD in Georgia leveraged financing to complete an internal succession and refinance existing debt.

It's been an active week for SkyView borrowers! A Maryland RIA secured financing to support multiple objectives, including a partner buy-in, debt refi, and a line of credit. Does your practice have multiple financing needs? Let’s structure a solution. bit.ly/3H5YPNQ

Loan closing number two today! A Connecticut-based RIA utilized conventional financing to complete a practice acquisition. If growth through M&A is on your radar, SkyView can help you secure capital. Let's discuss your options: bit.ly/3H5YPNQ

Closing day for an RIA in Oregon! This loan was used for debt refinancing and commercial real estate. Are you looking to secure capital for your next growth initiative? Get pre-approved today to explore your financing options early, without obligation: bit.ly/47v12wK

Closed: $1,546,000 Dividend Recap SkyView facilitated financing for an Indiana-based hybrid RIA, enabling the advisor to access liquidity from the firm's enterprise value without selling ownership. Consult with us to explore dividend recap options: bit.ly/3H5YPNQ

Closing day in Texas! An RIA secured $2.56MM in financing through SkyView to fund a practice acquisition. Are you exploring M&A opportunities? SkyView offers custom financing solutions exclusively for RIAs pursuing growth. Consult with us today: lnkd.in/gR4NWJ6F

Advisors: Limited Fixed Rate Capital 🚨 A SkyView bank partner is offering $35MM in capital at a 6.25% fixed rate exclusively for financial advisors. Funds are limited and expected to move quickly. Get pre-approved today to secure your funds: bit.ly/4aiZXsn

Most advisors think buying a firm requires a large down payment. In many cases, it doesn’t. Here’s why banks will finance 100% of the purchase price for advisory firm acquisitions. See what you may qualify for: bit.ly/4rg0xNZ ↓

Closing out February with a $5.7MM loan for a Georgia-based IBD! The financing supported a strategic acquisition and debt refinance. If your firm is evaluating an acquisition or restructuring existing debt, let's explore your options today: bit.ly/3H5YPNQ

Closing day in Washington! A hybrid RIA secured an $18.9MM facility for a debt refi, partner buy-in, and LOC. As firms scale, capital strategy gets more complex. We structure financing solutions from $1MM–$200MM for RIAs. Explore your options: bit.ly/3H5YPNQ