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.
We bring those perspectives to the same question: how could the financing fit the business, and what still needs to be resolved before the owner can decide?
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.
See how one lender agreed in principle to keep part of a refinance.
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.