strategist ♜ catalyst
Tom garcia
30+ years of experience / financial services and real estate
♜ commercial and residential real estate sales and financing – including Silverthread Capital, BSD Realty Worldwide
♜ real estate licensed since 2016
♜ previously held NASD Series 7 & 63, and MLO (mortgage) licenses
♜ startup investor and consultant – including Caliber Records, Knewton (acquired by Wiley), Morsum (acquired by Dot Foods), icrunchdata
♜ Citi financial analyst – business operations: analysis, budgeting, forecasting, financial reporting (four years)
♜ Master of Business Administration degree – Adelphi University
♜ Bachelor’s degree in Economics and Business – Lafayette College
our mission
Born from a desire to fuel small business success, we’re a haven for entrepreneurs and investors seeking financial clarity and support. Every client’s dream ignites our passion to deliver exceptional, personalized solutions.
business sales, mergers & acquisitions
Helping small businesses and real estate investors capture the value that has been created, reorganize assets, accelerate growth, find hidden value and plan exit strategies
commercial financing
Paving the way for your business to thrive with fast, flexible financing options: providing capital advisory services that help clients create and act upon opportunities for liquidity, growth, and long-term advantage
reach out
Questions? Ideas? Let’s talk about elevating your business today.