Loan Transactions, Made Simple

EQUIPMENT FINANCING & SMALL BUSINESS LENDING
Empowering Business Growth
with Flexible Financing
At CMS Funding, we help small businesses thrive by providing fast, flexible, and reliable financing solutions. With more than 20 years of experience, we understand the challenges of securing the capital needed to grow. That’s why we are committed to delivering seamless funding options with a customer-first approach, ensuring businesses can access the equipment and working capital they need—without the hassle.
- $10,000 to $5,000,000
- Terms up to 84 months
- New and Pre-Owned Equipment
- 100% Financing including soft costs
- Prefunding options available
Equipment Financing
> $10,000 to $5,000,000
> Terms up to 84 month
> New and Pre-Owned Equipment
> 100% Financing including soft costs
> 100% Financing including soft costs
> Prefunding options available
Equipment Financing
> $10,000 to $5,000,000
> Terms up to 84 month
> New and Pre-Owned Equipment
> 100% Financing including soft costs
> 100% Financing including soft costs
> Prefunding options available
Growth theme
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Speak With Our Team
To speak with the Cresset Capital Lending Team directly, please contact:
Cresset Capital
Lending Team
E: lending@cressetcapital.com
T: (555) 555-5555
Access a Nationwide Network of Financial Institutions & Other Originators
Current PNC Bank Members include:
Exploring Lending Solutions with Your Clients | Overview
Learn more about the service, the diverse loan options available, the essential questions to ask during client discussions as well as the step-by-step process -- from initiating the conversation to guiding clients through loan origination. Discover how our team supports you and your clients at each juncture.
Value Add for
Wealth Managers & Clients
Solution Highlights
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EXCEPTIONAL ACCESS
Nationwide network of over 1,400 institutions available on-demand to review each client opportunity
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DIVERSE OPTIONS
Lending solutions across multiple asset class and loan types ensures that almost any client credit need can be supported
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CONFIDENTIAL
All requests are posted anonymously - clients can post an inquiry and review proposals prior to sharing information
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EXPERIENCED GUIDANCE
Each opportunity is reviewed and optimized by a dedicated team of credit specialists prior to posting on the marketplace
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DEDICATED SUPPORT
The Sora & CCT teams work closely with you and the client at every step to facilitate communications with lenders
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DEEPER CLIENT INSIGHTS
Providing credit solutions gives wealth managers an even deeper understanding of their client's financial needs, goals
Recent Case Study | Interstate Bank (TX)
" Finding loans to buy is frustrating for a bank our size. In the past, we have had to turn to five different sources to access five different types of loans. So having just one place to turn to that we can trust to help us with the entire process is a game changer..."
Creative Planning | Client Credit Opportunity Case Study
Frequently Asked Questions.
Security
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Deal Flow
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Lending Insights | Client Stories & Education

EDUCATION
More About Lending
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| EDUCATION |
C&I LendingLearn more about Commercial & Industrial Loans and
how they can support client business growth. -
| EDUCATION |
CRE LendingLearn more about CRE loans and how they can
support clients' real estate needs.
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| EDUCATION |
SBA 7a LendingLearn more about SBA 7a loans and how
they can support small business financing.
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| EDUCATION |
SBA 504 LendingLearn more about SBA 504 loans and howthey can support small business financing.
CASE STUDIES
Client Stories & Solutions
Commercial ("C&I") Loans
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| CASE STUDY |
Acquisition Financing • Car WashEfficiently sourced financing for an entrepreneurial
client looking to fund a business acquisition. -
| CASE STUDY |
Franchise Finance • Father/Son PartnershipNew family entrepreneurial venture finds
attractive financing for franchise acquisitions.
-
| CASE STUDY |
Acquisition Financing • Oil & Gas ServicesPartners seek financing options to
support purchase of operating company.
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| CASE STUDY |
CapEx & Debt Consolidation • FranchiseSecond-generation franchise owner sources loan
to finance capital expenditures
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| CASE STUDY |
Franchise Finance • New TerritoryHusband & Wife team looking to acquire
new franchises to expand territory
Client Stories & Solutions
Commercial Real Estate ("CRE") Loans
Case Studies | Client Lending Stories
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Commercial Lending
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
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Line of Credit
Enabled client to find an acquisition line of credit for their real estate investment portfolio.
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
Residential Mortgages
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
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Line of Credit
Enabled client to find an acquisition line of credit for their real estate investment portfolio.
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
Specialty Lending (SBLOC, Aviation, Marine)
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
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Line of Credit
Enabled client to find an acquisition line of credit for their real estate investment portfolio.
-
Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
Commercial Lending
-
Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
-
Line of Credit
Enabled client to find an acquisition line of credit for their real estate investment portfolio.
-
Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
Residential Mortgages
-
Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
-
Line of Credit
Enabled client to find an acquisition line of credit for their real estate investment portfolio.
-
Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
Specialty | SBLOC, Aviation, Marine
-
Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
-
Line of Credit
Enabled client to find an acquisition line of credit for their real estate investment portfolio.
-
Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
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