SkyView Partners

Financing solutions exclusively for financial advisors.

[SkyView Partners @SkyViewPartners]

A CA IBD leveraged capital to restructure existing debt, allowing the firm to align financing with its long-term goals.

Have you been considering refinancing existing advisor debt? Evaluate your current loan and explore refinancing options with SkyView: https://t.co/ZHZTa0dcNy

[SkyView Partners @SkyViewPartners]

6.75% fixed rate financing is now available for well-qualified financial advisors.

$45 million available. Close by August 31.

➡️ Get pre-approved while this rate is still on the table.

https://t.co/hpGP3xEIZS

[SkyView Partners @SkyViewPartners]

We are happy to announce a loan closing for a Texas IBD today!

The financing was utilized for a dividend recap to access liquidity without selling ownership.

Interested in learning more about dividend recap liquidity options? Schedule a consultation: https://t.co/ZHZTa0dcNy

[SkyView Partners @SkyViewPartners]

In RIA M&A, capital ready = deals won.

Move with speed and certainty when the right opportunity appears.

➡️ Pre-approve your next acquisition with an advance line today: https://t.co/n3C9YOJ6x7

[SkyView Partners @SkyViewPartners]

Loan closing in New Jersey! An IBD secured $2.14 million in financing to refinance existing debt.

If your current loan is expensive, confusing, or poorly structured, you're not stuck with it.

Consult with us today to discuss your refinancing options: https://t.co/ZHZTa0dcNy

[SkyView Partners @SkyViewPartners]

$4,128,000 closed!

An IBD in Georgia leveraged financing to complete an internal succession and refinance existing debt.

[SkyView Partners @SkyViewPartners]

It's been an active week for SkyView borrowers!

A Maryland RIA secured financing to support multiple objectives, including a partner buy-in, debt refi, and a line of credit.

Does your practice have multiple financing needs? Let’s structure a solution. https://t.co/ZHZTa0dcNy

[SkyView Partners @SkyViewPartners]

Loan closing number two today! A Connecticut-based RIA utilized conventional financing to complete a practice acquisition.

If growth through M&A is on your radar, SkyView can help you secure capital.

Let's discuss your options: https://t.co/ZHZTa0dcNy

[SkyView Partners @SkyViewPartners]

Closing day for an RIA in Oregon! This loan was used for debt refinancing and commercial real estate.

Are you looking to secure capital for your next growth initiative?

Get pre-approved today to explore your financing options early, without obligation: https://t.co/thNssZf5rK

[SkyView Partners @SkyViewPartners]

Closed: $1,546,000 Dividend Recap

SkyView facilitated financing for an Indiana-based hybrid RIA, enabling the advisor to access liquidity from the firm's enterprise value without selling ownership.

Consult with us to explore dividend recap options: https://t.co/ZHZTa0dcNy

[SkyView Partners @SkyViewPartners]

Closing day in Texas! An RIA secured $2.56MM in financing through SkyView to fund a practice acquisition.

Are you exploring M&A opportunities? SkyView offers custom financing solutions exclusively for RIAs pursuing growth.

Consult with us today: https://t.co/9yapYGsOym

[SkyView Partners @SkyViewPartners]

Advisors: Limited Fixed Rate Capital 🚨

A SkyView bank partner is offering $35MM in capital at a 6.25% fixed rate exclusively for financial advisors.

Funds are limited and expected to move quickly.

Get pre-approved today to secure your funds: https://t.co/hpGP3xEIZS

[SkyView Partners @SkyViewPartners]

Most advisors think buying a firm requires a large down payment.

In many cases, it doesn’t.

Here’s why banks will finance 100% of the purchase price for advisory firm acquisitions.

See what you may qualify for: https://t.co/5hkxZdP5aH

↓

[SkyView Partners @SkyViewPartners]

Closing out February with a $5.7MM loan for a Georgia-based IBD!

The financing supported a strategic acquisition and debt refinance.

If your firm is evaluating an acquisition or restructuring existing debt, let's explore your options today: https://t.co/ZHZTa0dcNy

[SkyView Partners @SkyViewPartners]

Closing day in Washington!

A hybrid RIA secured an $18.9MM facility for a debt refi, partner buy-in, and LOC.

As firms scale, capital strategy gets more complex. We structure financing solutions from $1MM–$200MM for RIAs.

Explore your options: https://t.co/ZHZTa0dcNy

[SkyView Partners @SkyViewPartners]

Time-Sensitive Opportunity for Financial Advisors🚨

A SkyView Bank Partner is offering rare access to $25MM in capital at a 6.5% fixed rate.

Act now. Funds are limited, and demand is high.

Contact us at [phone] to learn more or apply today: https://t.co/hpGP3xFgPq

[SkyView Partners @SkyViewPartners]

Closed: $3,568,000 Practice Acquisition Loan

SkyView provided financing to a Delaware-based RIA, supporting the purchase of another advisory practice and positioning the firm for continued scale.

Interested in growth capital for your RIA?

Let's talk: https://t.co/RuzihjSViJ

[SkyView Partners @SkyViewPartners]

We are excited to welcome Mike Paciorek to the SkyView Team as our CCO.

Mike brings over 25 years of experience in commercial banking, including designing and implementing national lending programs & portfolio management platforms for investment advisory & insurance industries.

[SkyView Partners @SkyViewPartners]

2025 = a record year for SkyView!

71 transactions financed for advisors nationwide for M&A, refinances, and other initiatives.

Thank you to the advisors who trusted our team with some of their most important transactions.

Let’s keep the momentum going➡️ https://t.co/1cWrTvBuVB

[SkyView Partners @SkyViewPartners]

Another loan closing this week! A New Jersey RIA utilized $1.4M in financing from SkyView for an internal succession.