Results
Years of Banking Experience
Transactions Closed
Loan Volume Arranged
Capital Providers
Tech-Enabled Platform
Our proprietary platform accelerates every stage of a transaction-from lender matching and deal packaging to pipeline tracking and closing coordination. Speed and precision, without sacrificing judgment.
- Lender matching
- Deal pipeline
- Workflow automation
200+ Years Combined Banking Experience
Our team has sat on both sides of the table -as lenders, and as underwriters and advisors. That institutional depth shapes every recommendation, every structure, and every deal we touch.
- Institutional background
- Both sides of the table
Deal Positioning Before Outreach
How a deal is packaged before it reaches a lender sets the ceiling on what terms are possible. We shape that narrative- story, structure, and strategy-before anyone else sees your deal.
- Pre-outreach strategy
- Lender-specific packaging
One Integrated Platform
Debt Brokerage, Capital Advisory, and Consulting work as a single system - not three separate services. Clients get the full depth of our platform behind every engagement, every time.
- Brokerage
- Advisory
- Consulting
Lines of Business
Description
Debt Brokerage
Debt
Construction · Permanent · Bridge · Aviation · Premium Finance · Business · Alternative
Structured Finance
Mezzanine · Preferred Equity · Note on Note · Ground Lease · Pace
Capital Sources
Banks · Credit Unions · Agencies (Fannie · Freddie · HUD) · CMBS · Life Insurance Companies · Debt Funds · Private Capital
Commercial Real Estate Debt
Legacy25 structures and sources debt capital across the full CRE spectrum, from stabilized acquisitions and cash-out refinances to bridge, value-add, and permanent financing. We work with banks, debt funds, life companies, and agency lenders to match each asset and business plan with the right capital stack, terms, and execution path. Whether you're acquiring, repositioning, or recapitalizing, we move with the precision and speed your deal demands.
Construction & Development
Ground-up development and major renovation require capital partners who understand both the vision and the risk. Legacy25 sources construction financing, land loans, and development facilities for residential, commercial, and mixed-use projects, coordinating across sponsors, lenders, and equity to keep your deal structured correctly from day one through certificate of occupancy.
Aviation Finance
From single-engine aircraft to jet fleets, Legacy25 arranges financing for aircraft acquisition, refinance, and fleet expansion. We work with private owners, operators, and charter businesses to secure competitive structures through specialized aviation lenders, delivering the same institutional-grade advisory our real estate clients rely on, applied to a market that demands precision.
Insurance Premium Financing
Large insurance premiums don't have to be paid in full upfront. Legacy25 structures premium financing solutions that allow businesses and high-net-worth individuals to preserve liquidity, maintain coverage, and put capital to work elsewhere. We coordinate directly with carriers and specialty lenders to build financing arrangements that align with your cash flow, risk profile, and broader financial strategy.
Business & Working Capital
Growth, operations, and opportunity rarely wait for the right moment. Legacy25 sources working capital facilities, business lines of credit, and term loans for owners and operators who need flexible, reliable capital to run and scale their businesses. We cut through the noise of the lending market to match your business with structures that fit, without disrupting what's already working.