PROPOSED WEBSITE REDESIGN
Development Partner
Haven provides capital and development execution for multi-site operators. Whether you need to monetize the locations you already own, develop new ones, or both. You keep the operating business. No dilution. No learning how to be a developer.
Who We Are
Ex-Jones Day, ex-STORE Capital MD
Ex-STORE Capital SVP / Head of Acquisitions. 500+ deals, $6B+ volume
Ex-PennyMac, ex-Essent capital markets
$770M developed, 500+ projects, 15+ states
Ex-Google, Nest, Dyson, SPAN. Denver office.
Investor relations, marketing, portfolio ops
Chicago office, 9+ years RE advisory
20+ years, mixed-use / healthcare / childcare
$850M developed, ex-Bovis Lend Lease
The Structure
New development, sale-leaseback, or both. The operator brings the deal. Haven handles the real estate.
New location, second-gen conversion, or sale-leaseback of existing locations
Tenant credit + real estate fundamentals
Due diligence, entitlements, closing
Construction, permits, project management. All Haven.
15–20 year term. Rent tied to unit economics.
On their timeline, not the bank's
Why Haven
| SBA 7(a) | Conv. Loan | Self-Fund | Haven | |
|---|---|---|---|---|
| Max size | $5M | Varies | Cash-limited | $2M – $50M |
| Operator equity | 10–20% | 20–30% | 100% | As low as 0% |
| Timeline | 12–18 mo | 12–24 mo | 6–24 mo | 9–18 months |
| Balance sheet | On | On | On | Off |
| Growth path | Capped at $5M | Equity-limited | Cash-limited | Unlimited |
SBA gets operators started. Haven gets them scaled. Most operators we work with used SBA for their first locations, hit the $5M ceiling, and came to Haven for everything after.
Origination Strategy
Four channels. 100 named contacts. Warm paths identified. Outreach sequences loaded. Every referral partner gets the same message: your client's growth is bottlenecked by their balance sheet, not their pipeline. Haven removes the bottleneck.
Attorneys & lender outreach
Originations & lender/CPA relationships
CPA, broker & operator channels
STORE Capital warm paths
Four Referral Channels
Counsel to franchisors and franchisees who see the real-estate friction in every growth conversation. They're in the room when the financing question comes up.
25 contacts · 6 SE marketsBusiness advisors who shape capital structure, exit planning, and tax strategy for multi-unit operators. They see balance sheet constraints before anyone else.
25 contacts · dental, vet, M&ABankers whose borrowers are hitting the $5M SBA ceiling. Haven doesn't replace them, we extend their borrower's runway so the banking relationship deepens.
25 contacts · Live Oak, Pinnacle, FirstBankCommercial brokers who represent tenants looking for space. When Haven funds the build, the deal happens and the broker gets a commission that otherwise didn't exist.
25 contacts · Northmarq, CBRE, NLGCPA & Advisor Channel
CPAs and financial advisors see this before anyone else. A client with 3 to 8 locations, strong unit economics, and no capital path for the next build. Haven solves that. Three wins for the advisor.
Haven's turnkey net lease keeps real estate off the client's balance sheet. Working capital stays deployed in operations. Higher ROE, cleaner financials.
Separating OpCo from PropCo simplifies exits. Buyer acquires the operating business only. Faster close, potentially higher multiple. Asset-light businesses trade at a premium.
Net lease rent is fully deductible. No depreciation recapture on exit (Haven owns the building). Clean tax picture at liquidity event.
You become the advisor who unlocked the growth capital problem. Your client expands. Their business value grows. Your AUM or advisory relationship deepens.
Franchise Attorney Channel
When the client is ready to grow and the financing conversation starts, having a capital partner who removes the real estate constraint is valuable.
Outreach Voice
"Reaching out because your franchise practice means you're watching clients hit the same wall. The real estate. Haven solves that. We acquire the property and fund up to 100% of the buildout. The franchisee signs a net lease. Their capital stays in the operating business."
Touch 1 template. 25 personalized versions ready.
Outreach Pipeline
The 4-Touch Sequence
Every channel gets the same architecture: 4 touches over 28 days, each adding specificity and credibility. One ask per touch.
Personalized email specific to their practice and client base. One ask: 20 minutes on calendar.
300-character connection note referencing Touch 1. Creates a second signal and enables future content delivery.
Channel-specific data point or insight the contact can use with their own clients. Positions Haven as a resource, not a vendor.
FedEx physical package: Haven one-pager, deal diagram, comparison card, handwritten note. Follow-up call 48 hours after delivery.
25 personalized Touch 1 emails ready to send · 25 LinkedIn messages drafted · 25 value drops written · Pack content designed
Network Leverage
Existing relationships mapped to Tier 1 targets. These are the intros worth pursuing first.
DLA Piper, Burr & Forman, Bradley Arant. One connection in Atlanta unlocks 3-4 attorney intros across the SE.
High LeverageDeal history with Northmarq, Boulder Group, NLG. If STORE did deals with these firms, these are reunion calls, not cold outreach.
High LeverageCBRE Nashville (Annello), Bradley Arant (Coleman via Rob Leonard, Pat Alexander). Local network, short path.
High LeverageSTORE tenants used Live Oak for SBA. Frazier and Hardy at Live Oak likely share borrower history from those deals.
High LeverageBuilding SBA program from scratch, April 2026. Actively recruiting referral partners right now. First-mover window.
Time-Sensitive#1 SBA lender in TN. Check existing Haven banking relationship. If banked at Pinnacle, the Crosby intro is one handoff.
VerifyThe Power Move
COI contacts cross-referenced against real SBA operator data. When a lender agrees to a call, Haven walks in with specific names from their own portfolio.
"William, we've been looking at the vet and dental landscape in Tennessee. There are operators in your space. Vet ophthalmology practices at $8M+ SBA, dental practices at $3.6M. They're approaching or past the ceiling. Without naming names, you know who they are better than I do. When those operators need their next facility, Haven funds it."
Sample talking point: William Frazier, Live Oak Bank
Generic outreach: "We work with SBA borrowers who hit the ceiling."
Specific outreach: names from their own portfolio, saved for the meeting.
Meeting-Ready Collateral
Activation
Walk through the 4 channels, 100 named contacts, and warm intro paths. Determine what makes sense and what doesn't.
Assign outreach ownership across Greg, John, Jason, and Neil based on relationships and bandwidth.
Outreach emails, talk tracks, objection handling, Shock & Awe pack content. Refine the voice and make it ours.
Polish what needs polishing, cut what doesn't work, and start executing.
1018 Westhaven Blvd, Suite 106 · Franklin, TN 37064
havenslb.com