Mastering Alternative Financing and Investments for Middle Market Business Success

Gain unparalleled practical insights and tactical knowledge into alternative financing and investments for business owners and executives

Watch a short video from Tash Salas, the course creator

Why Is This Course?

Learn to identify opportunities for growth, consolidation, and exit by harnessing the success and experience of our elite capital networks, their investment guidelines, tactics, and strategies to set your business on a path to success and resiliency.

Who Is This Course For?

- Successful lower to middle-market business owners seeking avenues for expansion.
- Proactive executives striving to locate the right capital and partnerships for strategic initiatives.
- High-level financial professionals aiming to advise clients more effectively on capital advisory: alternative financing, private investments, and transactional advisory.
- Other high-value professionals looking to serve the middle market business owners and executives.

About This Course

It’s about leveraging the power of alternatives! This masterclass distills decades of real private transactions and investments from large investment groups and family businesses with a structured and comprehensive framework for insight into the diverse landscape of alternative financing and investment options for businesses.

Learn how to identify opportunities.

Acquire practical insights into private capital investment guidelines.

Gain access to tactics and strategies to help scale and exit your business. All with real-world scenarios and outstanding people and professionals. We create a familiar environment inviting people to participate and creating a community.

Format of the Course:

The masterclass combines video lectures, downloadable resources, and webinars for a comprehensive learning experience.
● Duration: 10 hours
● Format: Online and self-paced modules and downloadable resources
● Delivery: Video lectures, case studies, templates, and exercises.

You will also get the following additional Bonuses:
- Access to ongoing Webinars with experts and capital partners.
- Exclusive access to real-life case studies
- Templates for crafting compelling business proposals tailored for alternative financing and private capital investors.
- Strategic list of questions and guidelines for different scenarios.
- Access to an exclusive online community for networking and post-course questions.
- Capital Connector Certification to qualify to belong and participate in opportunities with our network.


Module 1: Introduction to Middle Market Alternative Financing

Overview of the unique challenges and opportunities of the middle market

Understanding the alternative financing options for middle market companies

Overview of different types of alternative financing methods.

-semi-conventional debt

-situational capital

-structured finance

Module 2: Identifying Growth Opportunities

Analyzing growth avenues within the middle market.

Alternative financing tactics for revenue recognition and recovery and cash flow optimization

Case studies of businesses that transformed through strategic finance.

Module 3: Navigating Business Consolidation with Alternative Financing

Alternative Investments: Mergers, acquisitions, and partnerships in the middle market

Using private capital for successful consolidation

Mitigating risks and maximizing synergy and reward in consolidation

Module 4: Navigating Business Exits

Planning partial or total exit by understanding exit triggers.

How alternative financing can smoothen the exit process.

Successful exit stories facilitated by private capital investments.

Module 5: Crafting Proposals for Alternative Financing and Private Investors

Minimum elements of a financing/investment proposal

Tailoring proposals to different types of strategies

Real-world examples of practical and effective proposals

This course is led and co-created by Tash Salas, Alternative Financing Organization Founder and SFO Investment Arm Director. As other lecturers and participants, we have Elena Mervine, Transaction Advisor to Private Equity, Independent Sponsors, Family Offices, Lenders, and Lower to Middle Market Companies, who also co-created the content. And other professionals renowned for their expertise and network will join as guest lecturers, offering diverse perspectives on various topics.


Course Curriculum

  Your Welcome Letter
Available in days
days after you enroll
  Bonus material - frameworks and templates
Available in days
days after you enroll

Your Instructor

Tash Salas
Tash Salas

Tash Salas, Alternative Financing Organization Founder and SFO Investment Arm Director.

Tash, an attorney and financial professional, understands business models, alternative investments, and financing. She works directly with Successful Business Owners, Investment Groups, and their Executives, aligning capital and partnerships while overseeing and coordinating diverse aspects of their administrative and personal affairs.


Your Satisfaction Is Guaranteed

Our goal is to help you become a better Risk Manager so you can take your career to the next level.

I want you to use this course as a resource for continued learning. If you take the course and are not satisfied with what you learned, you can get a full refund.

Your satisfaction is guaranteed by our 100% money-back guarantee refund policy.


Frequently Asked Questions

What is the refund policy if I am unhappy with the course?
We would never want you to be unhappy! You can request a refund within the first 15 days after your purchase (for pre-sale cases) or after accessing the course. Refunds are unavailable after 15 days of purchasing or accessing the masterclass.
Is there a certificate upon completion?
Upon completing the masterclass, you'll receive a personalized certificate acknowledging your achievement.
Are there any prerequisites for this masterclass?
While there are no strict prerequisites, the masterclass is best suited for business owners, executives, financial professionals, and legal professionals who work with lower to middle-market businesses and investors.
Can I access the course material after it ends?
Yes, you'll have access to the course for an extended period of 12 months. This ensures you can revisit the content and reinforce your learning.
I'm interested in the course but would like first to speak with the author to discuss further details
If you are interested in the course and would like to book a slot to discuss any further details or questions before making a purchase, you are welcome to use the calendar booking link below to setup a call with the course author, Tash Salas. Booking link:
If you are interested in the course and would like to book a slot to discuss any further details or questions before making a purchase, you are welcome to use the calendar booking link below to setup a call with the course author, Tash Salas.

Booking link:

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