COLORADO, FEBRUARY 2015 – Ultegra Financial Partners (“Ultegra”) has invested $100K in 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 insurance company approached Ultegra looking for additional working capital to initiate an aggressive marketing campaign and fulfilling demand for its service to propel the company through its growth stage. The Colorado based company recognized a market need in between enrollment periods for national health insurance but due to slow moving and regulated nature of the insurance industry, they are limited in their ability to capitalize and monetize their tremendous growth without extra capital.
Ultegra Financial Partners recognized that this company was poised to make tidal waves in the industry and invested $100,000 in the form of a cash flow term loan. Ultegra’s flexible and creative underwriting allowed them to structure a unique solution and partnership for the company to get the working capital and management advisory services needed. Ultegra is very excited about partnering with this Colorado based company; 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.