Experience a New Era of Elite Large Balance Financing Solutions

Our Story

CapitalBoss is the next chapter in a legacy of excellence within the commercial real estate finance industry. While our name is new, our foundation is built on years of experience and a track record of success under a previous brand. This evolution reflects our commitment to growth and adaptation to the changing market landscape, while maintaining the same principles and dedication that have guided us from the start. With a focus on providing innovative lending solutions, CapitalBoss continues to be a trusted resource for institutional investors and developers navigating complex transactions.

CapitalBoss Mission and Values

At CapitalBoss, our mission is to deliver best-in-class financial strategies that empower clients to achieve their investment goals. We are guided by our core values of integrity, expertise, and a client-first approach. Every decision we make and every solution we offer is designed to build value, foster growth, and create long-lasting partnerships. We are committed to upholding the highest standards of professionalism and transparency in every interaction.

Leadership Team

CapitalBoss was formed by industry veterans from some of Wall Street’s biggest investment banks. Formerly with Bear Stearns in New York, CapitalBoss Founder and CEO was recognized as a top CMBS producer for the largest commercial lender in the U.S.

Our leadership team comprises seasoned professionals with extensive backgrounds in commercial real estate finance, lending, and capital markets. Their hands-on experience and strategic vision enable us to navigate complex transactions with confidence and provide unique insights that set CapitalBoss apart from other lenders. With a deep understanding of market dynamics, our team remains focused on delivering tailored financing solutions that align with the distinct needs and goals of our clients.

Offices

CapitalBoss has a strategic presence in two prime locations: Wall Street, the epicenter of global finance, and Sarasota, a dynamic business hub that fosters innovation and growth. These locations enable us to serve a diverse client base with a personalized approach, offering accessibility and localized expertise in each region.

Strategic Vision

Our vision is to be the premier conduit lender and strategic partner in the commercial real estate finance industry. We differentiate ourselves through a combination of market expertise, strong relationships with Wall Street conduit lenders, and a comprehensive understanding of the capital markets. By leveraging these strengths, we provide our clients with a distinct competitive advantage, whether they are seeking conduit loans, bridge financing, or mezzanine capital.