Referral partnerships
You make the introduction.
We move the financing forward.
Give your clients a considered path to capital. Sussex Capital helps evaluate the opportunity, identify potential structures and coordinate provider review.
Discuss a partnership
A broader financing resource
One introduction.
More ways to help.
For accountants, advisors, consultants, brokers, financial institutions and other professionals who encounter businesses with financing needs.
Credit lines and business loans
Business lines of credit · Term loans · Conventional bank financing · SBA financing
Review programsAsset-based lending and equipment
Asset-based facilities · Receivables factoring · Equipment financing
Review programsTransactions and private credit
Purchase order and contract finance · Commercial real estate · Structured private credit
Review programsA coordinated process
From introduction to next steps.
- 01
Introduce the opportunity
Share the business, approximate amount and purpose of the financing, with the client’s permission.
- 02
Review the request
We discuss the business profile and identify any initial information needed to assess potential structures.
- 03
Coordinate provider review
We help organize the supporting documents and coordinate with potential capital providers.
- 04
Complete the transaction
The provider determines approval and funding. Referral compensation follows the written agreement.
A practical relationship
Clear expectations.
Room to work together.
No exclusivity or minimum volume
Introduce opportunities when the fit makes sense. The relationship does not require an exclusive arrangement or a minimum number of referrals.
Compensation agreed in writing
Referral compensation is subject to a written agreement and applicable requirements. Payment depends on the transaction funding and Sussex Capital receiving its brokerage commission, under the terms of that agreement.
A straightforward starting point
Start with the business name, contact information, financing amount and intended use of funds. We can discuss the relevant financial records after the initial review.
Let’s connect
Tell us about
your business.
Share the financing opportunities you encounter and how you would like to work together.
Have an opportunity to discuss now?
info@sussexcapital.bizThis is a partnership inquiry, not a financing application or a referral agreement.