Understand the objective
We begin with the transaction, business need, ownership goal, and timing.
Commercial finance + M&A advisory
Capital for growth. Guidance for what comes next.
Commercial financing and mergers-and-acquisitions support for business owners, investors, and privately held companies.
Whether the goal is to fund an opportunity, acquire property, expand a business, pursue a strategic partnership, or prepare for an ownership transition, we begin by understanding the situation and the path ahead.
Boutique advisory • Tampa, FloridaTwo disciplines. One advisory relationship.
Capital structure and ownership strategy belong in the same conversation.
Mason Potter Capital Solutions helps clients evaluate commercial financing needs while also supporting privately held companies through growth, acquisition, partnership, and exit considerations.
01
Business Purpose Capital
Financing paths for acquisitions, expansion, equipment, working capital, receivables, and other operating needs.
Explore this path 02Real Estate Capital
Capital for acquisitions, construction, refinancing, and complex commercial real estate opportunities.
Explore this path 03Mergers & Acquisitions
Confidential guidance for privately held companies considering growth capital, strategic partnerships, acquisitions, or exits.
Explore this path
Commercial financing
Financing shaped around the transaction—not a generic product label.
Property type, cash flow, collateral, borrower experience, timing, and the use of funds can all affect the structure. We help clarify the request, prepare the information, and pursue financing paths that fit the opportunity.
Mergers & Acquisitions
Connecting privately held companies with the right next conversation.
Mason Potter Capital Solutions works directly with owners and companies evaluating growth capital, strategic partnerships, acquisitions, or an exit strategy.
Our M&A focus is on Florida-based and other privately held companies with annual revenue generally ranging from $3 million to $50 million, including healthcare, specialty manufacturing, distribution, business services, and consumer products.
Explore M&A AdvisoryA clear advisory process
Start with the objective. Build from there.
Clarify the path
We identify the information, financing structure, or advisory process that deserves review.
Coordinate next steps
We organize the request and help keep communication moving with relevant capital sources or counterparties.
Resources
Prepare for a more useful first conversation.
Practical guidance for organizing a financing request or thinking through an ownership transition.
How to Prepare a Commercial Capital Request
A clear request helps lenders understand the use of funds, the repayment path, and the timing behind the opportunity.
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SBA Financing or Working Capital: Thinking About Fit
Different capital needs call for different timelines, documentation, and repayment structures.
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Preparing for a Confidential M&A Conversation
Owners considering growth capital, a strategic partnership, or an exit can begin by clarifying objectives and decision criteria.
Read resourceMove forward with clarity