This update is long overdue, but below are select financial transactions highlighting Bankers Edge Advisory’s track record of execution in raising over $100M. These successful capital-raising engagements showcase our deep expertise in navigating complex credit markets and delivering exceptional results for our clients. Our experience and focus in helping independent sponsors, funded sponsors, and founder-backed strategics raise capital in today’s credit markets continue to drive meaningful outcomes for our clients.
Command Investigations, LLC (A Monument MicroCap Partners Portfolio Company) – Unitranche Loan
Exclusive Capital Markets Advisor
Command Investigations, a portfolio company of Monument MicroCap Partners, successfully secured a Unitranche Credit Facility to finance an acquisition. The acquisition significantly expands Command’s geographic footprint and enhances its service capabilities, reinforcing its position as a national leader in insurance investigative services. The facility provided the capital necessary to complete the acquisition and supports Command’s ongoing growth strategy. Bankers Edge Advisory acted as exclusive capital markets advisor to Monument MicroCap Partners on this transaction.
Bloomfield Capital, LLC – Fund NAV Line
Exclusive Capital Markets Advisor
Bloomfield Capital successfully secured a Net Asset Value (NAV) credit facility to support its commercial real estate (CRE) bridge loan lending platform. NAV-based financing, secured by the fund’s assets, provides flexible, non-dilutive capital that enhances liquidity and enables more efficient capital deployment. This facility strengthens Bloomfield’s funding capabilities reducing friction in loan originations, and positioning the firm to capitalize on time-sensitive investment opportunities. Bankers Edge Advisory acted as exclusive capital markets advisor to Bloomfield Capital on this transaction.
Energy One Holdings, LLC – Growth Capex Financing
Exclusive Capital Markets Advisor
Energy One Holdings successfully secured an asset-based credit facility to support the acquisition of advanced drilling and extraction equipment. The facility enhances the company’s operational capabilities—reducing downtime and improving output efficiency across its oil and natural gas operations. By aligning capital access with asset expansion, the transaction provides strategic flexibility to initiate new drilling programs and respond swiftly to evolving market opportunities. Bankers Edge Advisory acted as exclusive capital markets advisor to Energy One Holdings on this transaction.