Mainstreet Financial is a commercial loan brokerage firm specifically catering to independent Registered Investment Advisors (RIA) and Broker-Dealer Registered Representatives. Who we are: Your Finance Partner. At Mainstreet, we partner with the industry’s leading valuation firms, M&A advisors, and practice coaches to act as your personal banker. We provide insight into your existing or proposed transactions and their suitability for financing. Banking Expertise. Our team has over 40 years of banking experience and has been responsible for over $1 Billion in loans made to financial advisors. This allows us to provide succinct insight into banking industry trends as they pertain to financial advisor financing. What we do: One Stop Shop. Traditional loan financing can be a long and arduous process, and even then, your funding isn’t guaranteed. At Mainstreet, we collect the required loan documentation, underwrite your request, and then send out a fully completed package to our bank partners. We work with you Before, during, and after your transaction and provide insight and support every step of the way. Tailor Made Solutions. Not all transactions are the same, so not all financing solutions should be the same. Our team utilizes a common-sense approach to financing that allows us to be flexible on loan terms to better suit your specific transaction.
