Your deal pipeline at a glance
FY Deal Volume
As of May 29, 2026
$50M
Target $300M · 17%
FY Commission Volume
As of May 29, 2026
$375K
Target $3M · 13%
As of May 29, 2026
Total Opportunities
8
$563M pipeline
Active Outreach
3
deals in market
Pending Responses
9
awaiting lender reply
Closed Won
1
successful deals
| Name | Type | Amount | Stage | Created |
|---|---|---|---|---|
| Meridian Logistics Refinancing | Cash Flow Term Loan | $75M | Bank Underwriting | Mar 10, 2026 |
| Atlas Healthcare Acquisition | M&A Financing | $120M | Out to Market | Mar 15, 2026 |
| Pinnacle Real Estate Portfolio | Investment Property | $200M | Diligence Collection | Mar 28, 2026 |
| Crestline Tech Growth Capital | Cash Flow Term Loan | $45M | Term Sheet Review | Mar 18, 2026 |
| Riverstone Industrial Park | Owner Occupied Real Estate | $28M | Prospects | Apr 20, 2026 |
| Beacon Tower Construction | Construction Financing | $95M | Underwriting | Apr 5, 2026 |
Riverstone Industrial Park created
Apr 20, 2026
Beacon Tower Construction created
Apr 5, 2026
Northbridge issued term sheet on Crestline Tech
Apr 5, 2026
Pinnacle Real Estate Portfolio created
Mar 28, 2026
Vertex Energy Revolver closed — won
Mar 25, 2026
RBC issued term sheet on Meridian Logistics
Mar 25, 2026
Follow-up #2 sent to ATB for Meridian Logistics
Mar 25, 2026
BlueOak responded interested on Crestline Tech
Mar 22, 2026