Brokers & referral partners

A disciplined partner for professional referrals.

For qualified commercial finance brokers, debt advisors, investment bankers, equipment-finance intermediaries and professional referral sources.

Apply to Partner Refer a Transaction

Who we work with

Professional referral relationships.

Lankford Capital works with professional intermediaries on transactions requiring structured review, clear documentation and an appropriate financing or advisory approach.

A referral relationship begins with identifying the transaction, confirming the relevant parties and determining whether further review is appropriate.

Commercial finance brokers
Debt advisors
Investment bankers
Equipment-finance intermediaries
Professional referral sources

How we work with brokers

Fit, standards and transparency.

Transaction fit

We review each referral against the sectors and potential capital solutions we work in. Not every transaction will be a fit, and fit is assessed case by case.

Documentation standards

A complete, well-organized submission lets us give a clear answer. We tell you what a reviewable file needs before anything moves forward.

Process transparency

We tell you what additional information is needed, and whether we are able to proceed, so you can manage your client relationship with confidence.

Sectors we work in Potential capital solutions

Documentation standards

What a complete referral includes.

Borrower or sponsor overview
Sources and uses of funds
Recent financial statements
Asset, collateral or business summary
Target timeline
Your relationship to the client and authority to share the information

Five-step process

How a referral relationship works.

01
Partner introduction
The intermediary provides their firm identity, authorized representatives, relevant business information and target transaction categories.
02
Transaction overview
A preliminary summary identifies the client, financing purpose, requested amount, business or asset profile and relevant transaction timing.
03
Initial fit assessment
Lankford Capital determines whether the opportunity warrants further review and identifies any immediate documentation or structural questions.
04
Referral and engagement documentation
Before any representation concerning compensation, exclusivity, client ownership or transaction protection, the relevant arrangements must be separately reviewed and documented.
05
Coordinated transaction review
The parties establish communication responsibilities, diligence requests and any agreed next steps.

Broker compensation

Any referral fee, commission or other compensation is governed exclusively by a separately executed written agreement and applicable legal requirements. No compensation entitlement arises from a website registration, introduction or submission alone.

Two ways to start.

Apply to become a referral partner, or refer a specific transaction through the inquiry pathways.

Neither application nor referral submission guarantees acceptance, financing or compensation.

Apply to Partner Refer a Transaction

Bring us the transaction others found too complex.

Share the asset or business, the sponsor and the timeline. Our team will review whether — and how — capital may fit.

Start an Inquiry (314) 314-5366