Capital Solution Provider
Reliable Structured Debt Solutions for the Lower Middle Market
Capital Solution Provider
Your Financial Navigator
Your Swift & Trustworthy Partner
Swift, trusted guidance through complex financing landscapes, delivering tailored capital solutions for your business growth. Our expertise spans structured debt solutions and comprehensive working capital solutions designed to fuel your company's expansion while optimizing financial performance.
Trustworthy Solutions
Reliable, transparent financial strategies built on integrity and deep industry expertise, specializing in structured debt solutions tailored to your business's unique capital requirements and growth objectives.
Optionality & Flexibility
Customized financing approaches that adapt to your specific business needs and market conditions, providing tailored capital solutions, flexible working capital solutions, and innovative structured debt solutions to support your company's growth trajectory.
Personal Collaboration
Hands-on partnership that prioritizes your unique goals through dedicated, accessible financial guidance, offering comprehensive capital solutions, flexible working capital solutions, and customized structured debt solutions designed specifically for your business needs.
About
Andrew Moser
Andrew "Andy" Moser leverages 35 years of commercial finance expertise to solve today's capital challenges. In an overcrowded market where execution and efficiency are paramount, Andy helps business owners find genuine, actionable financing solutions tailored to their specific needs.
At CSP, we provide a streamlined process that maximizes your valuable time while identifying critical success factors for financing approval. With experience navigating four credit cycles, Andy delivers a proven "recipe book" for capital success even in challenging economic environments, ensuring proper alignment between your vision and financial partners.
Andy's distinguished career includes co-founding Gordon Brothers Finance Company (acquired by Bank of America), establishing Paragon Capital (acquired by Wells Fargo), and building New Alliance Bank's platform that facilitated its sale to First Niagara. He has held senior positions at GMAC Commercial Finance, Capital Source Retail Finance, Wells Fargo, and Strategic Risk Advisors before serving as Chief Lending Officer for Blue Ridge Bank until 2023.
A former Commercial Finance Association Director and Bryant College graduate, Andy received the 2014 EY Entrepreneur Of The Year™ Award for Financial Services in New England. He maintains advisory roles with Birchwood Partners family office and within Jim Davis's (New Balance Chairman) ventures ecosystem.
markets
Industry-Specific Businesses
Ownership Structure & Transition
Industry-Specific Businesses
We provide specialized financing solutions to established businesses with tangible assets and predictable cash flows, including manufacturing firms requiring capital for modernization and expansion, distribution companies needing financing for inventory and logistics infrastructure, regional retailers seeking growth capital and real estat
We provide specialized financing solutions to established businesses with tangible assets and predictable cash flows, including manufacturing firms requiring capital for modernization and expansion, distribution companies needing financing for inventory and logistics infrastructure, regional retailers seeking growth capital and real estate acquisition financing, and healthcare practices requiring funding for equipment, facilities, and practice expansion – all leveraging their physical assets and steady revenue streams to support structured debt solutions.
Service-Oriented Companies
Ownership Structure & Transition
Industry-Specific Businesses
Our financing solutions address the unique needs of businesses whose value primarily derives from expertise and client relationships, including professional service firms seeking growth financing despite having fewer hard assets, and established technology companies with sustainable revenue models that prefer structured debt solutions ove
Our financing solutions address the unique needs of businesses whose value primarily derives from expertise and client relationships, including professional service firms seeking growth financing despite having fewer hard assets, and established technology companies with sustainable revenue models that prefer structured debt solutions over equity dilution – providing these businesses with capital partners who understand their recurring revenue models and growth trajectories.
Ownership Structure & Transition
Ownership Structure & Transition
Ownership Structure & Transition
We provide specialized capital solutions for businesses navigating ownership transitions, including family-owned enterprises seeking working capital solutions that maintain family control during internal transfers, companies undergoing management buyouts, and organizations implementing succession plans. Our structured debt solutions are t
We provide specialized capital solutions for businesses navigating ownership transitions, including family-owned enterprises seeking working capital solutions that maintain family control during internal transfers, companies undergoing management buyouts, and organizations implementing succession plans. Our structured debt solutions are tailored to support these complex transitions while respecting business legacy and enabling future growth potential.
solutions
Financing Strategy Development
Financing Strategy Development
Financing Strategy Development
We create customized financing roadmaps aligned with your business objectives, identifying optimal capital solutions and crafting strategies that support both short-term working capital needs and long-term growth plans.
Capital Source Matching
Financing Strategy Development
Financing Strategy Development
Our extensive network provides access to specialized lenders across multiple markets, allowing us to match your specific business needs with the most appropriate capital solutions while bypassing time-consuming searches for structured debt solutions.
Transaction Structuring
Financing Strategy Development
Due Diligence Preparation
We design financing structures that optimize terms, minimize costs, and address your unique business requirements, ensuring deals are structured with appropriate working capital solutions for both immediate funding needs and future flexibility.
Due Diligence Preparation
Due Diligence Preparation
Due Diligence Preparation
We prepare comprehensive documentation packages that anticipate lender requirements, streamlining the due diligence process and significantly reducing approval timelines for capital solutions.
Lender Negotiation
Due Diligence Preparation
Business Plan Refinement
We leverage our industry expertise to secure favorable terms, representing your interests throughout negotiations and ensuring capital solutions and financing agreements align with your business objectives.
Business Plan Refinement
Due Diligence Preparation
Business Plan Refinement
We help strengthen your business narrative for lender presentation, highlighting key value drivers and addressing potential concerns before they impact your working capital solutions and financing options.
Credit Improvement Strategies
Credit Improvement Strategies
Credit Improvement Strategies
For businesses with challenging credit profiles, we develop targeted improvement plans that enhance creditworthiness and expand future structured debt solutions and financing opportunities.
Acquisition Financing
Credit Improvement Strategies
Credit Improvement Strategies
We specialize in structuring debt solutions for business acquisitions, providing the capital solutions needed for growth while maintaining appropriate leverage ratios and optimizing working capital solutions.
Succession Planning Support
Credit Improvement Strategies
Debt Refinancing & Restructuring
Our financial solutions support ownership transitions with capital solutions designed to facilitate smooth transfers while maintaining business continuity and stability.
Debt Refinancing & Restructuring
Debt Refinancing & Restructuring
Debt Refinancing & Restructuring
We analyze existing debt obligations and develop strategies to refinance or restructure for improved terms, reduced costs, and greater operational flexibility during various market conditions through customized structured debt solutions.
Growth Capital Facilitation
Debt Refinancing & Restructuring
Growth Capital Facilitation
Our team secures specialized working capital solutions for business expansion, equipment upgrades, or new market entry, providing the capital solutions necessary to execute strategic growth initiatives.
Ongoing Financial Advisory
Debt Refinancing & Restructuring
Growth Capital Facilitation
Beyond transaction completion, we provide continued guidance to help optimize your structured debt solutions as your business evolves, ensuring sustained financial health and preparedness for future capital opportunities.
Get in Touch
Send us a message about your business's financial goals and needs. We'll promptly respond to schedule a personalized consultation to discuss how our structured debt solutions can support your objectives.
Capital Solution Provider
