Our Mission & Commitment
PFS Finance: Job Done - We deliver exceptional value through our comprehensive service approach and unwavering commitment to client success.
Structure Agnostic
Flexible designs tailored to the opportunity. We adapt our approach to meet the unique requirements of each transaction, ensuring optimal solutions for every client.
Our Commitment
Investing time, resources, and expertise to deliver value. We commit fully to every transaction we undertake, from initial due diligence through final execution.
Deep Due Diligence
Beyond standard credit analysis. Our comprehensive approach ensures thorough understanding of all transaction aspects, risk factors, and market conditions.
Sector & Market Expertise
Combining investor and operator perspectives. Our deep industry knowledge provides unique insights across energy, healthcare, manufacturing, and technology sectors.
Long-Term Focus
Partnering for sustained liquidity and growth. We build lasting relationships that extend beyond individual transactions, supporting clients through all market cycles.
Partnership Approach
We operate as independent contractors, maintaining arm's length relationships while providing comprehensive support from financial due diligence to operational follow-up.
Our Core Values
Integrity & Transparency
We conduct business with unwavering honesty, ethical standards, and complete transparency in all our dealings.
Excellence in Execution
We strive for the highest quality in every transaction, relationship, and service we provide to our clients.
Risk Management
Our disciplined approach to risk assessment and management ensures we can be reliable partners through all market conditions.
Our Service Approach
Independent Advisory
We act as independent contractors, providing objective advice and recommendations without conflicts of interest.
Comprehensive Support
From initial identification through full maturity, we support facilities with ongoing advisory services and operational follow-up.
Regulatory Compliance
We conduct comprehensive KYC checks and meet all regulatory requirements, including OFAC and prohibited parties screening.