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What we do

Financing built around the business.

From lowering the cost of the debt you carry to funding the next stage of growth, we match each deal to the program and the lenders that fit.

Loan programs

The right structure for the goal.

We work across the full range of commercial financing programs and match each deal to the one that fits, not the other way around.

SBA

SBA 7(a)

The most flexible SBA program: acquisition, partner buyouts, refinancing, working capital, and owner‑occupied real estate, with long terms and low down payments.

Up to $5M
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SBA

SBA 504

Long‑term, fixed‑rate financing for owner‑occupied real estate and major equipment, structured to preserve cash and lock in stability.

Real estate & equipment
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Commercial

Commercial Real Estate

Conventional CRE financing for purchase, construction, and refinance across hospitality, office, retail, medical, and multifamily assets.

$2M to $25M+
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Short‑term

Bridge Financing

Fast, flexible capital to close a time‑sensitive deal, stabilize a property, or bridge to permanent financing when timing matters.

Speed when it counts
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Working capital

Lines of Credit

Revolving lines and working‑capital facilities to smooth cash flow, fund payroll and inventory, and give the business room to operate.

Flexible draw
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Equipment

Equipment Financing

Acquire or refinance the equipment that runs the business, with terms matched to the useful life of the asset.

Preserve your cash
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Where we go deep

Commercial real estate and hospitality, done right.

Most of our work sits where it matters most: owner‑operators carrying expensive or maturing debt on real estate. We know hotels, we know SBA, and we know the lenders who actually compete for these deals.

Hotel & CRE refinancingReplace high‑rate or ballooning notes with fixed, sustainable financing.
SBA 7(a) & 504 expertiseThe right program for acquisition, construction, or recapitalization.
A nationwide lender networkWe take your file to the lenders most likely to win it, then negotiate.
Upscale hotel property financed through Fidelis Partners
Built for owner-operators
Good to know

Questions, answered.

Is Fidelis Partners a direct lender?
No. We’re a financing advisory and brokerage. That’s the advantage: instead of one bank’s product menu, we take your file to the lenders across our network most likely to compete for it, and negotiate on your behalf.
What size deals do you work on?
Most engagements fall in the $2M to $25M+ range across refinancing, SBA 7(a) and 504, and commercial real estate. If your situation sits outside that, call us, we’ll tell you honestly whether we’re the right fit.
How do I know if refinancing makes sense?
If you’re carrying a high‑rate note, facing a balloon or rate reset, or sitting on equity you’d like to put to work, it’s worth a look. A short call gives you a straight read on your options, with no obligation.
What will I need to get started?
To start, just the basics: loan size, property or business type, your current rate and structure, and your timing. From there we’ll tell you exactly what underwriting will want, and help you assemble it.
How long does the process take?
It depends on the program and the file, but we move quickly. You’ll get a same‑day response to your inquiry, options within days, and a hands‑on advisor managing the deal through to closing.

Let’s structure your next move.

A short call is the fastest way to see what better financing looks like.

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