At Addivest we adopt a disciplined and regionally-focused investment strategy that combines comprehensive market knowledge and flexible capital solutions. We specialize in providing custom-tailored financing—ranging from senior secured loans and SBA Loans between $1MM and $3MM—that addresses the specific needs of growing companies in the Southeast USA. By leveraging our regional expertise and operational insights, we target high-potential companies that can benefit from our unique value proposition.

• Senior Secured Loans
• SBA Loans
• Tailored Financing Solutions for the Southeast USA

Addivest offers first and second lien, collateralized direct lending solutions, focusing on industries such as healthcare, technology, real estate, energy, manufacturing, and service sectors. Eligible companies must have a minimum EBITDA of $2 million and at least five years of operating history. Loan sizes range from $1 million to $3 million, with short-term, interest-only repayment structures.

Addivest employs a rigorous institutional underwriting process, ensuring thorough due diligence and risk management. This approach is critical in assessing the creditworthiness of borrowers, providing investors with greater confidence and reducing potential risks. Additionally, Addivest offers SBA-backed real estate loans for qualified businesses, further expanding access to capital for eligible companies.