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.
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.
Roughly $1.55B moved into healthcare businesses in one week. The largest deal ended in a sale. The other two used debt and kept ownership intact. Why the same structures rarely reach an independent practice.
Commercial finance analysis and practical guidance for business owners, executives, and finance leaders across the United States and Canada.