Category: Acquisitions
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Did You Know USDA B&I May Be the Smarter Capital Play for Bigger Rural Deals?
Did you know one of the most overlooked ways to fund a rural expansion, acquisition, refinance, or owner-occupied facility may not be SBA at all? USDA B&I is built for larger, harder-working projects hiding in plain sight.For years, the SBA 7(a) loan has been the default answer in small business finance. Need working capital? SBA.…
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Overlap Capital Unveils New Brand Identity and Capital Strategy for Toll™ at Annual Tree of Life Entertainment Solutions Group Retreat
FOR IMMEDIATE RELEASE DALLAS, Texas — March 21, 2026 — Overlap Capital announced that it presented a new brand identity, strategic language system, and forward-looking funding approach at the annual Tree of Life Entertainment Solutions Group retreat, marking a major step in the evolution of the group’s media ambitions and the formal introduction of Toll™…
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Overlap Capital Identifies $14M 1031 Exchange Capital Seeking Immediate Deployment into Asset-Backed Real Estate Opportunities
FOR IMMEDIATE RELEASE DALLAS, TX — March 17, 2026 — Overlap Capital, a Dallas-based capital advisory firm, has identified an investor prepared to deploy $14 million in total capital ($7M equity + $7M debt) through a structured 1031 exchange strategy. The firm is actively sourcing qualified opportunities and invites deal sponsors, operators, and property owners…
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The 2026 Investing Index: Why We Show You the Alternatives Before We Show You the Fund
Before you wire into a private fund, know the spectrum. From 0.01% savings to 24% tax liens, capital lives on a risk ladder. At Overlap Capital, we publish alternatives first—because disciplined investors deserve context before commitment. The 2026 Investing Index: Why We Show You the Alternatives Before We Show You the Fund Before we ask…
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Overlap Capital Expands National Footprint Through “Funded By” Funding Specialist Initiative
A Referral-First Model Redefining How Small Business Advocates Participate in Capital Outcomes Capital access rarely fails because of a lack of money. It fails because of broken translation between opportunity and trust. Overlap Capital’s new “Funded By” initiative is designed to close that gap by aligning small business advocates with real, measurable funding outcomes. A…
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Bankruptcy Isn’t One Thing
Chapter 7, Chapter 11 & Chapter 13—And Why Business Structure Decides the Outcome Bankruptcy isn’t one thing—it’s a set of tools. Chapter 7 ends things. Chapter 13 reorganizes personal cash flow. Chapter 11 restructures businesses under pressure. Which one applies depends on decisions made long before trouble shows up. Most business owners hear “bankruptcy” and…
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The Intersection: M&A ↔ CRA Compliance ↔ Lending
PART 1: Is There a Positive Correlation Between Loan Volume and M&A Activity? 📊 Hypothesis: Bank mergers and acquisitions lead to increased loan volume due to expanded balance sheets, larger service areas, and renewed strategic initiatives. However, the opposite may occur short-term due to integration risk or balance sheet restructuring. Factors That Suggest a Positive…