Referral Partners

Refer the financing.
Keep the relationship.

When a client hits a financing need outside your lane, Thalos Capital executes the deal and reports back. You stay the trusted advisor. We never compete for the relationship.

Become a Referral Partner →
For CPAs, M&A advisors, brokers, and dealers  ·  United States & Canada
We stay in our lane

Your financing execution partner. Not a competing advisor.

Thalos Capital executes the financing your client needs. We do not originate around you, we do not cross-sell your services, and we do not take over the relationship. Our role starts and ends with the financing.

Introductions and client details are kept confidential.

Who this is for

The professionals business owners already trust

Accountants & CPAs

Clients who need financing you do not arrange.

M&A advisors

Acquisition and transition debt alongside your deal.

Business brokers

Buyers who need funding to close.

Equipment dealers & vendors

Buyers who need financing to purchase.

What we do for your client

Execution, without the handoff risk

We analyze the need, structure the alternatives, and bring real options through funding sources your client cannot reach alone, fast enough that the deal does not stall. Here is how the handoff works:

  • 1. You introduce the clientA warm handoff, with the context you already have.
  • 2. We execute and keep you informedYou see the progress without doing the work.
  • 3. The client returns to youThe relationship stays yours.
Become a referral partner

Set up your referral path

Tell us about your practice and the clients you serve. We will set up a clean referral path and a single point of contact.

GHL form goes here
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Suggested fields: Name, Firm, Role, Email, Firm type, Typical client or client needs, Notes.
Submitted in confidence. We use this only to set up your referral path.

Thalos Capital is a boutique commercial finance origination and strategic advisory platform that works entirely on the borrower's side, analyzing the financing need, structuring the alternatives, and bringing real funding options from a vetted capital network, on deals from $50K to $75M+ across the United States and Canada.

Disclaimer

Thalos Capital is a boutique commercial finance origination and strategic advisory platform providing borrower-side advisory, structured financing support, and lender-aligned execution for businesses across the United States and Canada. Financing is provided by third-party capital sources and is subject to underwriting, approval, documentation, and closing conditions established by the applicable financing provider. Thalos Capital does not guarantee that financing will be available, approved, or offered on any particular terms. Thalos Capital does not raise capital; does not offer, solicit, buy, or sell securities; and does not provide investment advisory, securities dealing, or fund management services. Nothing on this website constitutes an offer, solicitation, or recommendation with respect to any security or investment, or any investment, legal, tax, or accounting advice.

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