CFI Financial Services

Growth Capital for independent lessors

Financing CFI raises capital for lessors. This includes equity, mezzanine, subdebt, warehouse facilities, senior debt and residual lines.

Mergers & Acquisitions for lessors

CFI represents both buyers and sellers in the leasing space.

Financing of Individual Transactions

CFI arranges for the funding of leases and loans for lessors, often outside of their area of expertise. CFI has many years of structuring experience and extensive relationships with funding sources and originators of transactions. We know who would most likely be willing to work with CFI and its clients on different types of challenging transactions.

Structured Finance

CFI develops structures either in-house or in conjunction with a client. The structures are designed to accomplish one or more of the following:

Deferral of gain on disposition on leases
Acceleration of income
Revenue-based loan repayment structures
Deferral of taxes on lease portfolios
Tax strategies for lessors to defer "soft" income and reduce exposure to the Alternative Minimum Tax (AMT)

Vendor Programs

CFI arranges vendor programs for lessors. The individual unit cost might be very small, but the aggregate amount will have the potential to be in the millions. CFI assists the lessor in structuring the program with the vendor, focusing on the tax, accounting and legal issues. CFI also arranges for the funding of the program.