Strategic Advisory for M&A Transactions
Largo Financial Group specializes in structuring and sourcing capital for small to mid-market mergers and acquisitions — from SBA-backed loans to conventional C&I facilities.
Our Services
Comprehensive advisory and capital structuring for mergers, acquisitions, and business growth.
SBA Loan Advisory for M&A
Typical range: $5MM — $15MM
Expert guidance through the SBA lending process for merger and acquisition transactions. We structure SBA 7(a) and 504 loans to maximize leverage while minimizing risk for buyers and sellers.
Pari Passu Loan Structuring
Typical range: $5MM — $15MM
Sophisticated senior and subordinated debt arrangements designed to optimize capital structure. We structure pari passu facilities that align interests across all capital providers.
Conventional C&I Loans
Typical range: $5MM — $15MM
Tailored commercial and industrial lending solutions for business expansion, refinancing, and acquisition needs. We match borrowers with the right institutional capital partners.
Led by Experienced Principals
At Largo Financial Group, we act as trusted advisors — not just lenders. We work alongside corporate borrowers and business brokers to structure deals that align with long-term business objectives.
Robert G. Zinn
Senior Advisor - Managing Member
A seasoned banking, marketing, and financial services executive with a career spanning several decades across lending, communications, and business development. He has built a reputation for combining strong analytical capabilities with high-level sales and strategic execution.
- Fifth Third Bank & Landmark Bank leadership
- Co-founded First Marketing Corp ($20M+ revenue)
- Mortgage brokerage — $20M+ originations first year
- Equipment leasing & credit underwriting expertise
- Harvard Business School & Wharton executive programs
Bradley D. Zinn
Analyst - Advisory Board
Bradley D. Zinn brings over two decades of experience in financial services, capital markets, and commercial lending to every engagement. His deep understanding of real estate acquisition, refinancing, construction financing, and business expansion has helped countless borrowers and business brokers navigate complex transactions with confidence.
- Real estate acquisition & refinancing
- Construction financing
- Business expansion capital
- SBA & conventional loan structuring
- Pari passu debt arrangements
Recent Transactions
A selection of closed deals and advisory engagements.
3 Minute Express Carwash
Car wash Acquisition
20% Down Conventional Loan. Included $810,000 in Improvements.
Expansion Through Acquisition
Advanced Material Solutions
SBA 7(a) Loan – 10% Equity. Vertically integrated provider.
Epic Flight Academy
C&I Loan Acquisition
Student pilots train to become international airline pilots. New Smyrna Beach, Florida.
Sky Zone
SBA 7(a) Franchise Start-up
World's first wall-to-wall trampoline park. 75% LTC.
Kiddie Academy
SBA 7(a) Acquisition Loan
Educational daycare in greater Rosenberg, TX. Life Essentials® philosophy.
Advance Medical Services
SBA 7(a) Acquisition
Medical supplies and equipment — Medicare chargeable items.
Pynergy
SBA Pari-7(a) Equipment Loan
On-time, on-demand deliveries with fully equipped warehouses.
Buckeye Express
SBA 504 Construction Loan
Best car wash with exceptional customer service in local communities.
Micro Brewery & Restaurant
SBA Pari-7(a) Expansion Loan
Historic features, urban ambiance, Wu Tang/90's Hip Hop themed.
Premium Surgical Center
C&I Loan Debt Refinance & Expansion
Center of excellence built by exceptional people.
Haig's Quality Printing
SBA 7(a) Expansion Loan
One of the largest full service commercial printing companies in Nevada.
Del Taco Franchise
SBA 7(a) Franchise Loan
Owner Operator Start-up. Serving freshly prepared, craveable food for 50+ years.
McCoy Foat CPA
SBA 7(a) Partner Buyout
Original founder Mark Foat now majority shareholder.
Zoup!
C&I Loan
Leading soup-differentiated fast-casual restaurant franchise.
The Lakeside Bar & Grill
SBA Pari-7(a) Loan
Perfectly situated in Portland's Radisson Hotel at Lake Colwood.
RV Kountry
SBA 7(a) Acquisition with Partial Real Estate
Oldest consignment RV business in Lee County, Florida. Family owned since 1981.
Comprehensive Dental Care
C&I Loan Acquisition
Finest and most comprehensive dental care in a friendly, relaxed environment.
Grace Care Adult Foster Home
SBA Pari-7(a) Acquisition
Alzheimer's and dementia care provider in Gresham, OR.
Hot Stuff Spas & Pools
C&I Loan Acquisition
Family-owned. Serving Salem and surrounding area since 1981.
OXXO Care Cleaners
SBA 7(a) Franchise Loan
Four different business models to suit potential franchisees.
Let's Discuss Your Next Deal
Whether you are a corporate borrower exploring acquisition financing or a business broker seeking a reliable capital partner, we are here to help structure the right solution.
Contact Information
Reach out directly to begin the conversation.