For referring advisers
Your client needs an answer. You need to know what happens next.
When your client asks where the financing stands, you need an answer you can pass along. We agree with you and the owner on lender outreach, then report who has responded, what they need and which decision comes next.
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What you can tell your client
Here is what one referring adviser received across three introductions. Each entry pairs a lender or borrower response with the next step, including situations where the client chose to pause.
Three entries condensed from the published, anonymized referral update. Positions reflect the correspondence at the time and are not financing commitments.
| Request | What the adviser could see | Position at the time |
|---|---|---|
| Asset financing and credit line | Schedules had been requested after the first call. The prospect was reviewing the confidentiality agreement. | Open; our read was that the prospect might proceed independently. |
| Specialty lending line | A lender already tried by the partner had passed. Customer concentration and limited tangible collateral were the obstacles. | On hold, with prospect follow-up identified. |
| Business financing | A revised bank proposal was outside the client’s budget. A question about which cost was the obstacle had not been answered. | Closed out unless the client returned. |
“Closed out” means the request was inactive; it does not mean a financing closed.
Read the full exhibit and the sponsor, adviser and lender examples.
Turn the record into a useful next decision
On a construction assignment, a bank reconsidered a revised request and asked about the guarantor. The coordinated update put that question alongside other lender responses, so the sponsor and adviser could see which information and conversations were still needed. Recording the answer mattered because it changed what needed to happen next.
For lenders, we also capture how they want to see a request and the criteria discussed. That record helps us judge fit before another introduction. See how Blue Heron and Greenfield work together.
When to bring us into the conversation
Your client may be buying a business, refinancing property or trying to release cash from equipment. An existing lender may cover one part while another remains unresolved. Greenfield helps work through the financing structure and lender fit; the Blue Heron–Greenfield Alliance adds complementary origination and equipment-finance experience on selected joint assignments.
Our primary focus is financing needs of $2 million to $25 million. Explore the situations we work on.
A client’s lender can cover only part of a refinance? Read the short property refinance case to see how an owner weighed the next step.
Start with an outline, then agree the approach
Tell us the financing purpose, approximate amount, timing, existing debt and collateral. Include the lender conversations already underway and the question your client has not resolved.
Before outreach, we agree who will lead each conversation and account for lenders already approached or excluded. That gives the owner a view of who may see the request and helps advisers coordinate their own relationships.
Start with the question that is still open
Tell us what the business needs to do, how much financing is involved and when an answer matters. We start with the current debt, collateral and lender conversations, then work out with you which issue needs attention first.
Greenfield and Blue Heron are independent firms. Greenfield advises on financing and commits no capital. Lender interest is not a commitment; information and positions reflect the correspondence at the time and have not been independently verified.