Linking People and Capital ...
CAPLINX
(800) 864-2626
SPECIALTY FINANCE AND LIQUIDTY SOLUTIONS
Family Office Solutions.
We provide insights into specialty finance, asset monetization, and liquidity solutions for SMERCs - Small/Medium Enterprises and Rising Centimillionaires. In an environment where large banks have adopted a one-size-fits-all approach, our rigorous RAMP Program (Research, Analysis, Mapping and Pairing) combined with our extensive network allows us to obtain a broader array of solutions and better results than our competitors.
For each client engagement, our process includes a comprehensive financial review to ensure that both standardized and bespoke solutions are incorporated with our clients' broader financial planning objectives.
Specialty Finance*
Strategic Advisory Services
* CapLinx provides commercial finance advisory services only and does not offer consumer products or services.
CapLinx is not a licensed loan broker, broker-dealer, or investment advisor and does not perform services requiring professional licensing.
CapLinx expressly disclaims the provision of tax, legal, or accounting counsel.
KEY PARAMETERS
WHO WE SERVE?
SMERCS.
Despite being a critical part of our economy, SMERCs often operate with on a somewhat insular basis with limited resources and internal expertise. Our experts offer an external informed perspective to help clients navigate complexities, identify blind spots, and make informed decisions they might struggle to address internally. We offer a specialized consulting service providing expert, objective guidance to help these businesses develop and implement effective, long-term strategies for growth, efficiency, and financial sustainability.
WHY CAPLINX?
Process.
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Comprehensive Financial Review: Ensure lenders consider all aspects of a client's finances, including liquid and illiquid assets, non-traditional income sources, business equity, and liabilities. This allows for a deeper understanding of the borrower's capacity to repay and overall financial health.
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Customized Solutions: Instead of offering standardized solutions, our best-in-class consultants offer insight into alternative solutions tailored to meet the client's unique circumstances and objectives.
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Diverse Funding Options: Consultants may offer insight into accessing a broad network of financierss and innovative programs beyond conventional banks.
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Integrated Wealth Planning: The client's financing strategy is considered within the context of the client's overall wealth plan, ensuring that the loan helps them achieve their larger, long-term financial goals without disrupting their investment portfolio or other financial strategies
People. Our consultant team is comprised of senior industry players with backgrounds in accounting, finance, private banking, investment banking, marketing, and technology.
Network. Our financier network is extends to both bank and non-bank institutions which allows us to give broad insight into the opportunities offered in different markets. In addition, our network of CPA's, lawyers, consultants, brokers, and other advisors has been developed over a 30-year period and are all best-in-class providers in their respective space.
* CapLinx provides commercial finance advisory services only and does not offer consumer products or services.
CapLinx is not a licensed loan broker, broker-dealer, or investment advisor and does not perform services requiring professional licensing.
CapLinx expressly disclaims the provision of tax, legal, or accounting counsel.
TESTIMONIALS
Chairman, Forbes 400 Family Office, Miami
We have engaged members of the CapLinx team as advisors in numerous financings over the last decade and they are great partners and gave us access to top banks and other best-in-class service providers.
CEO, Forbes 400 Family Office, Palo Alto
The CapLinx team's experience extends beyond Private Bank lending. The team also played a role in the formulating of FX and Interest Rate hedging strategies to reduce risk in our liability portfolio.
Chairman, $30 billion
Market Cap Company
We've worked with numerous bankers in the past, but we continue to engage CapLinx as our trusted advisor. Heightened responsiveness, deep and broad industry contacts and the ability to quickly formulate solutions are all hallmarks of our dealings with CAPLINX.
PROVEN RESULTS
SPEED
Our technology and access to lenders
allows you to leverage our relationships
CERTAINTY
Access to the widest set of solutions
increases successful outcomes
SATISFACTION
Our experienced team is available
24/7 to assist you
TEAM
Mark Chiappara
Mr. Chiappara is CEO and
Managing Partner at CAPLINX
Greg Bibas
Mr. Bibas is CTO and
Managing Director at CAPLINX
Dave St. Clair
Nico Podolla
Nico Podolla is a BDO and
Associate at CAPLINX
ADVISORS
Greg Barrow
Managing Director
General Capital Partners
Senior Advisor
Deborah Schmidt Robinson
Managing Director
Art Advisory and Finance
Senior Advisor
Jonathan Gopman
Partner
Nelson Mullins
Senior Advisor
David St. Clair is Delaware COO
Managing Director at CAPLINX
With team members in New York, Florida and California,
we are available 24/7 to answer your questions
CONTACT US
Enter your contact information below and
one of our advisors will contact you shortly
* CapLinx provides commercial finance services only and does not offer consumer products or services.
CapLinx is not a licensed loan broker, broker-dealer, or investment advisor and does not perform services requiring professional licensing.
CapLinx expressly disclaims the provision of tax, legal, or accounting counsel.