Commercial finance analysis and practical guidance, equipment, working capital, asset-based lending, and strategic debt, for business owners, executives, and finance leaders across the United States and Canada.
Storage took 2.4% of Q1 2026 AI infrastructure spending. That deferral is expiring into a component market that has repriced every quarter. What it costs, and how to structure the refresh.
Two facilities priced 200 to 250 basis points apart in the same week. The difference was collateral, not credit. Why acquisition debt sized only on EBITDA leaves both pricing and capacity on the table.
Two software companies at the same $6M ARR can be priced two turns of revenue apart on category narrative alone. Here is what that gap costs in dilution, and the non-dilutive debt alternative.
Middle-market commercial balances are rising on higher revolver utilization, not new borrowers. With SOFR at 3.63% and September hike odds at 63%, a drawn line funding permanent assets costs twice.
Commercial finance analysis and practical guidance for business owners, executives, and finance leaders across the United States and Canada.