Healthcare Funding

DENVER, FEBRUARY 2015 – Ultegra Financial Partners has invested $100,000 into a Colorado based alternative health insurance provider. Ultegra Financial Partners is a private investment bank that directly invests, participates in debt facilities, and arranges equity placements for small to lower middle market companies throughout the United States.

The health insurance provider contacted Ultegra not only looking for additional working capital to initiate an aggressive marketing campaign but also to meet existing demand for its service, to propel the company through its growth stage. The company recognized an opportunity in the market involving enrollment periods for national health insurance and, by exploiting this, they were able to expand growth operations. However, due to slow moving and the regulated nature of the insurance industry, the Colorado based company is limited in their ability to capitalize and monetize their tremendous growth without extra capital.

Ultegra recognized that business was poised to make tidal waves in the industry and invested $100,000 in the form of a cash flow term loan for the company. Ultegra’s flexible and creative underwriting allowed them to structure a unique solution and partnership for insurance provider to get the working capital and management advisory services needed. Ultegra is excited to partner with them; becoming an integral part in the application of the funds and being able to deliver the capital where it will best contribute to growth.

ABOUT ULTEGRA FINANCIAL PARTNERS
Ultegra Financial Partners specializes in providing merchant banking and lending solutions for small to middle-market companies. Our leadership team and carefully selected business partners bring to the market, unrivaled experience from the financial and business services industries. We serve as a direct lender from our Ultegra Fund, co-lender, and lead financial arranger.

If you would like to know more about how your business can secure the funding it needs contact, Mo Howard CEO / Managing Director, at mhoward@ultegrafinancial.com or call 1-303-292-0390.