Success stories
Close to $400M in engagements, one client at a time.
Real engagements, written up with our clients' details anonymized. Filter by service or by the goal that mattered most.
Service
Goal
$3,025,000Lakepoint funds a shareholder buyout against apartment buildings a bank would not lend on yetAdditional leverage
$5,070,000Lakepoint buys a finished project the time to sell its last units properlyGreater flexibility
$2,430,000Lakepoint cuts $52,000 a year from a non-profit daycare's mortgage paymentsLower costs
$1,580,000Lakepoint moves a North Okanagan developer off private land debt and funds the first phaseGreater flexibility
$2,025,000Lakepoint returns $563,000 of equity to a Kootenay developer through a CMHC takeoutAdditional leverage
$1,850,000Lakepoint secures $1,850,000 for a North Okanagan recycler, with no mortgage on the property acquiredAdditional leverageGreater flexibility
$16,220,000Lakepoint secures $16.2 million of CMHC-insured construction financing at prime minus 25 basis pointsAdditional leverageLower costs
$5,145,000$31,500+ in annual savings and four lending relationships consolidated into one for an Okanagan tire groupAdditional leverageLower costsGreater flexibility
$1,440,000Lakepoint secures 85% LTV for an Okanagan HVAC contractor buying its own shopLower costs
$12,900,000Lakepoint refinances a 115-room Okanagan hotel out of higher pricing into a competitive 4-year fixed termLower costsGreater flexibility
$1,170,000Zero down: Lakepoint secures 100% financing for a Kelowna advisory firmAdditional leverage
$4,700,000Lakepoint saves an Okanagan civil contractor over $120,000 and frees up its credit lineLower costsGreater flexibility
$1,600,000Lakepoint secures $1.6 million in cash flow financing for an asset-light brokerageAdditional leverage
$2,400,000Lakepoint secures $2.4 million to bring a 24-hour gym to an underserved BC Interior marketAdditional leverageLower costs
$6,295,000Lakepoint secures $6.3 million for a Kelowna office acquisitionAdditional leverageLower costs
$4,000,000Lakepoint secures a $4 million refinancing and a fresh start for an auto parts franchise operatorGreater flexibility
$4,200,000CMHC refinancing unlocks nearly $1 million in equity for experienced BC developerAdditional leverageLower costs
$2,300,000Lakepoint Delivers Certainty and Best-in-Market Terms for Okanagan Veterinary Practice BuyoutGreater flexibility
$5,430,000Acquisition financing secured for 18-hole golf courseAdditional leverageGreater flexibility
$1,150,000Fueling growth: $1.15M in working capital financing secured for a mining services company in high-growth modeAdditional leverageGreater flexibility
$2,900,000Breaking ground on better terms: $2.9M construction mortgage secured midstreamAdditional leverageLower costs
$22,500,000$2,500,000 equity take out secured against tenanted office propertyAdditional leverageGreater flexibility
$3,765,000No personal guarantees and $40,000+ per year in savings for multi-location auto parts retailerAdditional leverageLower costsGreater flexibility
$1,200,000Lakepoint secures 100% financing for new veterinary practiceGreater flexibility
$11,050,000Lakepoint helps commercial real estate investor retain $750,000+ in equityAdditional leverage
$3,400,000Lakepoint reduces client's debt servicing costs by $10,000+/monthLower costsGreater flexibility
$40,035,000426.9% IRR delivered on CMHC advisory engagement for 400+ units (Part I)Additional leverageLower costs
$2,700,000Lakepoint secures a no-financial-covenant financing solution that preserves $260,000+ in capitalAdditional leverageLower costsGreater flexibility
$2,500,000Lakepoint obtains working capital bridge loan secured by vacant industrial landAdditional leverageGreater flexibility
$4,375,000Lakepoint negotiates substantially improved commercial financing facilities for an experienced operatorAdditional leverageLower costsGreater flexibility
$380,000Lakepoint consolidates a long-running agency's debt onto prime plus oneLower costs
$1,585,000Lakepoint finances two unrelated businesses buying one building togetherAdditional leverage
$17,040,00094% LTC & no personal guarantees for first-time developer via CMHC MLI Select programAdditional leverageLower costsGreater flexibility
$14,675,000Lakepoint secures CMHC-insured construction financing for seven storey purpose-built rental projectAdditional leverageLower costs
$7,100,000Lakepoint Capital obtains 100% acquisition financing with no personal guarantees for office services providerAdditional leverageLower costsGreater flexibility
$6,100,000Lakepoint secures 90% LTV and $400,000 savings for Okanagan-based insurance brokerageLower costs
$3,300,000Lakepoint secures flexible, pre-approved growth capital for ambitious multi-franchise operatorAdditional leverageGreater flexibility
$6,400,000Lakepoint Capital's expertise preserves $370,000 of capital in advance of upcoming loan renewalLower costsAdditional leverageNo stories match both filters. Try a different combination.