The building, the equipment and the cash needed to operate are parts of the same business. Their financing can involve different lenders, collateral and conditions. The Blue Heron–Greenfield Alliance helps owners and advisers work through those connections.
What each team brings
Our working relationship dates to Greenfield’s beginning. Blue Heron brings origination, equipment-finance and sale-leaseback experience, with relationships across banks and private capital providers. Greenfield adds capital markets analysis, financing structure and a coordinated view of lender feedback.
What the acquisition lender received
Blue Heron brought an acquisition through the buyer’s adviser and identified a lender the teams knew. Greenfield asked whether the receivables and equipment could support more senior debt than the buyer had modeled.
From the covering email and attachment list. The signed letter of intent was in the package. The equipment schedule was still outstanding. The team flagged which figures belonged to other acquisitions, and Blue Heron went back to the adviser for the missing records.
Which piece do you want to keep?
A lender can remain part of the solution even when it cannot cover the whole request. We start with the facility it wants to retain, the assets supporting it and the conditions another provider would need to meet.
Equipment and receivables lenders
Keep the equipment financing. Find a mortgage partner.
The owner also needs a property loan. We review the property, existing liens and your collateral requirements to see how a mortgage could work beside your facility.
Property lenders
Keep the mortgage. Find financing for the rest.
You want the building loan, while equipment or operating cash remains open. We start with the piece you can cover and the conditions another lender would need to meet.
The introduction stays coordinated
Before outreach, we agree who will lead the client and lender conversations, including those already underway. As answers come back, the update explains what changed, what information is still needed and who takes the next step.
How we work with referring advisers · Read the actual updates and lender materials
Start with the part that remains open
Which part can the current lender cover? What remains to be financed? When does the owner need an answer? Those questions give us a useful place to begin.
Greenfield and Blue Heron are independent firms. Greenfield advises on financing and commits no capital. Financing is subject to the provider’s approval and documentation.