Full Stack Capital Advisory. Public Finance. Private Credit. Supply Chain.
From improvement district bonds on $1B developments to revenue based funding for the sub who needs cash before Friday.
PEAK structures the capital layer most advisors don't know exists - improvement district bonds, CFD financing, CPACE, and ground leases that replace expensive private credit at a fraction of the cost. While the bonds are closing we fund the contractors, subcontractors, and suppliers building the project. One platform. Every layer of the stack.
About
Why I Built This
I spent seven years underwriting bond programs for the Colorado Housing and Finance Authority — structuring LIHTC, NMTC, and affordable housing finance at the institutional level. From there I directed credit for CRE bridge lending, launched a fund program, underwritten CPACE for an ESG-focused bank, and managed ABL and factoring portfolios. I have completed market feasibility studies, R&D tax credit analyses, and cost segregation work. I have sat on the credit committee side of nearly every instrument in the commercial capital stack.
I created PEAK Global Capital because I kept watching creditworthy developers, contractors, and operators navigate an impossibly complex financing landscape — alone, or with advisors who only understood one piece of it. I felt I could do more as an independent advisor than as an institutional underwriter. And honestly, I felt like I could actually help.
My clients are developers, GCs, subcontractors, and operators. They are creditworthy, busy, and tired of advisors who only understand one piece of the stack. PEAK exists to close that gap.
Capital markets move fast. New programs emerge constantly. Most GCs and developers are too busy running projects to keep up with every instrument, every program change, every new structure coming out of Washington or the state housing agencies. I am not too busy for that. That asymmetry is exactly where I add value.
Many creditworthy projects go unfunded or face unnecessary delays simply because their leaders lack specialized guidance. My mission is to simplify this complexity, offering the strategic financial insights typically reserved for the largest institutions, to the people who are truly building the future.
I have active ground lease partnerships, a bond deal currently in process, and I bring institutional depth to every conversation — regardless of deal size.
Track Record
The Credentials Behind the Advice
My journey through institutional finance has equipped me with a unique, firsthand understanding of the complex capital landscape. Each step below represents direct involvement in structuring, underwriting, or managing critical financial instruments.
Public Finance Expertise
Spent 7 years at the Colorado Housing and Finance Authority, underwriting bond programs, LIHTC, NMTC, and affordable housing finance at the institutional level.
CRE Bridge Lending
Directed credit for commercial real estate bridge lending, providing crucial interim financing solutions for various projects.
Fund Program Launch
Successfully launched a proprietary fund program, expanding investment avenues and capital deployment strategies.
CPACE Underwriting
Underwrote Commercial Property Assessed Clean Energy (CPACE) initiatives for an ESG-focused banking institution.
ABL & Factoring Management
Managed extensive asset-based lending (ABL) and factoring portfolios, optimizing working capital for businesses.
Specialized Financial Analysis
Completed in-depth market feasibility studies, R&D tax credit analyses, and cost segregation work for diverse projects.
Founding PEAK Global Capital
Established PEAK Global Capital as an independent advisory firm, bringing institutional depth directly to developers, general contractors, and operators.
This isn't a generalist background. Every instrument PEAK Global Capital advises on is one Jason has personally underwritten, structured, or managed at the institutional level. This deep, practical experience ensures truly informed and effective financial guidance for your projects.
The Platform
What PEAK Global Capital Does
One advisor. Every layer of the capital stack.
Capital Migration Advisory
Creditworthy B2B operators — distributors, subcontractors, material suppliers — routinely end up in MCA capital not because their business is weak, but because the financing market offered easy money without looking at what their business was actually worth. We map the debt, model the savings, consolidate the positions, and restore access to credit-appropriate financing within 12 to 18 months. Our process involves detailed financial analysis and strategic negotiation with lenders to restructure existing obligations. This helps businesses shed punitive debt and regain financial health, ensuring they can access sustainable growth capital. The business is creditworthy. The capital structure isn't. That is a solvable problem.
PEAK Draw Advance
A creditworthy subcontractor should not be financing your project with MCA capital at 60 to 150 percent annualized. We advance against AIA-certified progress draws and provide mobilization capital for qualified borrowers — so your subs show up capitalized, your schedule holds, and nobody is texting you about payroll on Friday morning. By providing immediate liquidity against verified work, we eliminate the need for high-cost alternative financing. This ensures project continuity, protects subcontractor cash flow, and allows general contractors to maintain their project timelines without disruption. The facility closes when the project pays out. Clean exit. No residual debt.
Tax Credit and Incentive Structuring
We specialize in navigating the complex landscape of tax credits and development incentives, including LIHTC, NMTC, and R&D tax credits. Our expertise helps layer these instruments into your capital stack, significantly reducing the effective cost of capital for your projects and maximizing returns. We ensure you capitalize on every available opportunity to enhance project feasibility and profitability.
ABL and Factoring Advisory
For contractors and distributors requiring agile working capital solutions between billing cycles, we provide expert advisory on Asset-Based Lending (ABL) and factoring facilities. We help structure lines of credit against receivables, inventory, or equipment to optimize liquidity. This ensures continuous cash flow, allowing you to manage operational expenses, take on larger projects, and invest in growth without disruption.
Services
What We Finance
Working Capital
MCA exit, ABL, factoring, RBF, invoice funding
Private Credit
Bridge loans, construction, mezz, preferred equity
Public Finance
CFD bonds, TIF, CPACE, improvement districts
Project Finance
Full capital stacks, ground leases, hospitality, sports
Tax Credits
Cost seg, R&D, WOTC, LIHTC, NMTC
Supply Chain
Draw advance, progress billing, contractor funding
Clients
Who We Work With
General Contractors
PEAK Global Capital supports GCs managing projects from $2M to over $200M. Whether it's subcontractor draw financing, intricate capital stack advisory for complex builds, or expert guidance through CPACE and bond finance on large-scale developments, we ensure your projects stay on track.
Their challenge: General contractors are constantly balancing operational demands with financial oversight. When subcontractors face liquidity issues, project schedules inevitably suffer. Our solutions mitigate these risks, allowing GCs to focus on execution.
Real Estate Developers
We partner with developers spearheading mixed-use, affordable housing, commercial, or critical infrastructure projects. We specialize in artfully layering diverse financial instruments—like CPACE, TIF, bonds, and various tax credits—into a robust, coherent capital stack.
Their challenge: Each financing instrument comes with its unique technical requirements and legal frameworks. Many advisors understand only a fraction of this landscape. We offer comprehensive expertise to navigate these complexities, optimizing project viability and returns.
B2B Operators and Subcontractors
This includes distributors, key subcontractors, and material suppliers who are fundamentally creditworthy but often find themselves burdened by high-cost MCA capital or facing disruptive cash flow gaps between billing cycles. We help them restore financial stability and access appropriate funding.
Their challenge: The market often provides "easy money" without truly assessing a business's intrinsic value or long-term potential. We rectify these misalignments, enabling these operators to shed punitive debt and secure sustainable financing that aligns with their true credit profile.
Economic Developers
Municipal and regional economic development authorities structuring public-private partnerships, improvement districts, and incentive packages for major development projects. We bring the financial architecture — CFD bonds, TIF, CPACE, and tax credit layering — that turns a development vision into a fundable capital stack.
Their challenge: Economic developers are often expert at policy and incentive design but need a capital advisor who can translate those tools into a structure that satisfies both public accountability and private investor return requirements. PEAK bridges that gap.
If you recognize your situation in any of these profiles, that's exactly who PEAK Global Capital was built for.
Institutional Depth
Across the Full Capital Stack
Most advisory firms specialize in one instrument or one asset class, which can lead to fragmented solutions and missed opportunities for complex projects. Without a holistic view of the capital stack, vital funding gaps can emerge, and the full potential of a project often remains untapped. PEAK Global Capital was built to work across the full commercial capital stack — because real projects rarely fit neatly into a single financing box — offering a rare fluency in navigating diverse financial instruments.
This breadth of coverage means you get a single advisor who understands how each layer interacts with the others — and how to structure a capital stack that actually holds together under the complexity of your project. In practice, this translates to faster decisions, seamless execution with no handoffs between different specialists, and the elimination of gaps or misalignments that can occur when multiple advisors with limited scope are involved.
In Practice
What This Looks Like in Practice
Theory matters, but execution matters even more. Below are two representative engagements that illustrate how PEAK Global Capital operates in the real world. These are not hypothetical scenarios; the completed restructuring example clearly demonstrates our capital migration process in action, while the active bond transaction showcases live institutional execution from start to finish.
We invite you to reach out for more detailed insights under NDA.
Distribution Company — Capital Restructuring
Prior to PEAK Global Capital's intervention, this creditworthy distribution company was burdened by multiple high-interest Merchant Cash Advance (MCA) positions, collectively demanding a crippling $300,000 per month in debt service. The fragmented and short-term nature of these advances created significant cash flow strain, masking the underlying health of the business.
PEAK executed a comprehensive restructuring that involved the consolidation of these disparate MCA positions into a single, more manageable facility. This strategic move allowed the company to term out its obligations over a more appropriate timeline of 12 months, drastically reducing the monthly debt service.
The result was a remarkable reduction in monthly debt service to $150,000. This freed up $150,000 per month in crucial working capital, enabling the business to invest in growth initiatives, optimize inventory management, and stabilize its operational cash flow. Simultaneously, its access to credit-appropriate, traditional financing was fully restored.
The business was creditworthy the entire time. The capital structure was not.
Bond-Financed Infrastructure Project — In Process
This intricate project involves the development of essential infrastructure, financed through municipal bonds. A key element of its complexity lies in the active ground lease partnerships, which introduce multiple layers of stakeholders including landowners, local government entities, and private developers.
The bond financing mechanism requires meticulous structuring to ensure investor confidence and compliance with regulatory frameworks, while the long-term nature of infrastructure development demands robust financial modeling and risk mitigation strategies across decades. PEAK's role is to navigate this complex financial and legal landscape, structuring the bond offering and coordinating all parties to ensure successful project funding and execution.
This is not a capability we describe — it is a transaction we are executing.
Details available upon request under NDA.
Market Intelligence
Rate Environment | Week of March 16, 2026
Updated every Monday. Source: PEAK market intelligence.
Fed Funds: 3.50–3.75% | SOFR: ~3.67% | Prime: 6.50–6.75% | 10-yr Treasury: 4.25–4.30%
Private credit spreads are widening modestly on transitional CRE while public finance rates remain relatively stable. The blend of district bond financing layered with CPACE continues to produce total cost of capital below what private credit alone can offer.
Full rate tables across all six categories available in PEAK Capital Intelligence below.
Active Deals
What We're Working On
Active mandates. Updated monthly. No client names.
PUBLIC FINANCE | IMPROVEMENT DISTRICT BOND
$1.28B Sports & Entertainment Campus
Southwest United States. CFD petition filed at statutory maximum across two jurisdictions. Ground lease overlay at 20% of stabilized value. $480M in proceeds. 1.37x coverage on upside NOI.
Status: Petition filed. Bond counsel engaged.
PUBLIC FINANCE | IMPROVEMENT DISTRICT BOND
Southeast Youth Sports Campus
Broadcasting Academy. Institutional Recap. C-PACE, TIF, Georgia job credits, and Improvement District Bond financing. GP/LP structure with PEAK as financial architect.
Status: Ownership confirmed as seller. Due diligence underway.
WORKING CAPITAL | BRIDGE TO BANKABLE
Southeast Telecom Operator
$14M revenue. Consolidating MCA positions into zero-interest bridge facility. Principal forgiven if permanent financing closes within 90 days. Two-path exit: bank LOC or ABL/factoring.
Status: Term sheet stage.
PROJECT FINANCE | HEALTH TOURISM REAL ESTATE
Luxury Medical Wellness Platform
Greece and Bahamas. REIT-like structure with NNN leases from clinical operators. Following Greece's $1.3T health tourism investment announcement.
Status: Family office introductions underway.
Q1 2026
What the Capital Markets Are Telling Us
Q1 2026 | Private Credit & Public Finance
The private credit hangover is real. Private credit grew from $500B in 2015 to over $1.7T by 2024. During 2021–2022, direct lenders competed aggressively — accepting looser covenants, higher leverage, and compressed spreads. Those vintages are now maturing into a fundamentally different rate environment. Borrowers who could service debt at 5% are struggling at 9%.
Three things are happening simultaneously. Extend and pretend is ending — direct lenders who rolled maturing loans hoping for rate cuts are running out of runway. The middle market is underserved — large BDCs are focused on existing portfolios and new origination has pulled back. And PE firms need capital solutions, not capital providers.
The opportunity is in the blend. Public finance layers at 4.5–6.5% combined with private credit at market rates produces total cost of capital that most borrowers don't realize is available to them. CFD bonds, CPACE, and improvement district financing are replacing expensive construction debt on projects that qualify — and the qualification criteria are broader than most developers know.
PEAK sits at this intersection. We structure the public finance layer, optimize the tax position, and fund the supply chain while the bonds are closing. The result is a capital structure designed for the rate environment we are actually in — not the one from 2021.
Further Reading
Want to go deeper on where private credit is headed and what it means for your deal?
Clarity
What Makes PEAK Different
Not a Lender
We don't hold capital or make loans. That means our advice is never shaped by what we have to sell. We work for you, not for a balance sheet.
Full Stack, Not Single Instrument
Most advisors specialize in one product. We work across the entire capital stack—public finance, private credit, tax credits, and supply chain—because real projects rarely fit one box.
We Understand Both Sides
Seven years underwriting at CHFA means we know how institutional capital thinks. We structure deals that lenders actually approve, not just deals that look good on paper.
Speed Without Shortcuts
We move fast because we know the process. No handoffs between specialists, no learning curve on your deal, no gaps in the capital stack.
Aligned Incentives
We are paid when deals close. Our fee structure is tied to outcomes, not hours. If your project doesn't fund, we don't get paid.
FAQ
Common Questions
How do you charge for your services?
Engagement structures vary by deal type and scope. Some engagements are retainer-based, some are success-fee-based, and some are hybrid. We discuss structure in the first conversation — there are no surprises. What we do not do is earn commissions from lenders or capital sources.
What size deals do you work on?
We work across a wide range — from a subcontractor needing $250,000 in draw financing to bond-financed infrastructure projects in the tens of millions. Deal size is less important than deal complexity. If the capital stack is complicated, that is where we add the most value.
How quickly can you assess a situation?
Quickly. We have underwritten every instrument in the commercial capital stack at the institutional level. We do not need to research the basics. A first conversation typically gives us enough to identify the right instruments and the right structure. From there, execution depends on the deal.
Do you work with lenders directly?
Yes. We have relationships across the institutional lending landscape — banks, bond programs, CPACE lenders, government agencies, and private credit. We know how these counterparties underwrite, what they need to see, and how to position a deal to get it across the finish line.
What if my situation doesn't fit neatly into one of your service areas?
That is exactly the kind of situation we were built for. Real projects rarely fit neatly into a single financing box. If your capital need is complex, cross-instrument, or just hard to explain — call us. That is the conversation we want to have.
Process
How We Engage
Every engagement begins with a conversation — not a form, not an application, not a pitch deck. We prioritize understanding your project's unique specifics, financial needs, and strategic objectives through an in-depth dialogue. Leveraging our institutional underwriting depth, PEAK Global Capital can rapidly assess your existing capital stack to pinpoint optimal financing instruments. This ensures a personalized, efficient, and aligned client experience from the very first interaction, where we listen first, structure second, and execute with precision.
This structured process is designed to move at the speed of your project, typically enabling a journey from initial call to closed transaction within 4-8 weeks, depending on complexity. We do not add layers of bureaucracy, but rather clarity, institutional credibility, and the structuring expertise that gets deals across the finish line. Our institutional credibility means lenders take your deals seriously, knowing the proposals are rigorously vetted and structured to withstand scrutiny, accelerating their decision-making and ensuring robust financial arrangements that perform effectively.
Let's Talk About Your Project
If the capital structure is the hardest part of your deal — that is the conversation we want to have.
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Reach out directly. I respond personally — usually same day.
The capital stack is complex. You don't have to navigate it alone.