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O P T I O Capital Advisors, LLC

Commercial Debt Advisory

Optio Capital Advisors, LLC offers a wide range of consulting services with the necessary tools and expertise to help US based companies achieve maximum strategic and economic value through arrangement of debt, equity, and growth capital solutions.  We partner with our clients from start to finish, focusing on their needs while producing feasible financing options and developing cost-effective liquidity solutions.  Contact us to learn more.

Our Services

Discover Our Expertise

Optio Capital Advisors, LLC exists to solve the critical issues facing our clients both large and small - access to liquidity at the appropriate structure. Our expertise in commercial and corporate finance allows us to develop customized solutions tailored to the unique financing needs of our clients.  We provide a broad range of advisory services and solutions to help organizations navigate through these critical changes, and achieve management's vision.

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Corporate Finance

Income Based

  • Cash Flow

  • Mezzanine / Subordinated Debt Financing

  • Private Equity Transactions

  • Business Acquisition

  • Rediscount Lines of Credit

  • Income Stream (e.g. brand name, royalties, etc.)

  • Trade Finance (Import / Export)

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Commercial Finance

Leveraging Assets to Maximize Access to Capital

  • Asset Base Lending

    • Conforming and Non-Conforming Lines of Credit

    • Factoring

    • Inventory Finance

    • Leverage Finance

    • Management / Shareholder Buy-out

    • Business Acquisition

    • ESOP

    • Healthcare Finance

    • Equipment Leasing

    • Machinery & Equipment Term Loan

    • Capital Expenditure Line

    • Real Estate

    • SBA 504 and 7a

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About Us

Creative Solutions

Optio Capital Advisors, LLC was founded with a single mission: to provide feasible options, and deliver real solutions for U.S. based businesses seeking cost-effective and optimal financing structure.  

With over 20 years of experience in banking and finance, we represent businesses in a broad range of industries.

 

We approach each of our clients with fresh eyes to develop customized, unique strategies.  Let us help you meet your liquidity needs.  Are you ready to set your business on the path to success? Give us a call today and see what we can do for you.

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Why Choose Us?

Customer Focus.  Experience.  Market Knowledge.

It starts with Optio as your financial partner – our focus is you, and the success of the business!  We provide a “non-transactional” approach -- that means our consulting and advisory services is available to you beyond successful restructuring or debt placement.  This is not only what set us apart from other firms,  but also what makes us successful. 

 

We make it our goal to establish a partnership with mutually aligned interest, beginning with a clear understanding of management’s financial objectives.   Your business will benefit from our knowledge of “debt structure versus market relevance”, and our large network of lenders will make the entire process flawlessly so you can focus on ultimately achieving success for your business.

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Contact Us

Contact us and find how our services can benefit your company.

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Optio Capital Advisors, LLC

Jorge C. Visitaicon, Principal

1937 N Roosevelt Ave
Altadena, CA 91001
USA

(408) 829-8252

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(408) 829-8252

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©2018 by Optio Capital Advisors, LLC.

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