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The Genrus Group Borrower Intake Form

The Genrus Group advises middle-market companies seeking $10M–$150M financing for acquisitions, expansion, and refinancing initiatives.

Please provide the information below so we can evaluate the opportunity and determine whether it aligns with lenders in our network.

Information submitted through this portal is treated as confidential and used solely for evaluating potential financing opportunities. Submission of this form does not constitute an engagement or advisory relationship with The Genrus Group.

Company Overview

Company Name

Company Website

Headquarters Location

Industry

Year Founded

Ownership Structure

Contact Information

Primary Contact

Title

Email

Phone Number

Financial Overview

Annual Revenue (Most Recent Fiscal Year)

EBITDA (Approximate)

Revenue Growth Trend

Revenue Growth Trend
A
B
C

Current Total Debt Outstanding

Is the Company Currently Profitable?

Is the Company Currently Profitable?
A
B

Financing Request

Financing Amount Requested

Purpose of Financing

Purpose of Financing
A
B
C
D
E

Expected Financing Timeline

Expected Financing Timeline
A
B
C
D

Transaction Context

Is the Company Private Equity Backed?

Is the Company Private Equity Backed?
A
B

Has the Company Previously Raised Institutional Debt?

Has the Company Previously Raised Institutional Debt?
A
B
C

Is the Financing Related to an Acquisition?

Is the Financing Related to an Acquisition?
A
B

Desired Financing Structure

Desired Financing Structure
A
B
C
D

Company Description

Company Description

Description of Financing Opportunity

Supporting Documents

Upload Supporting Documents

(Company overview, Investor presentation, Financial statements, Acquisition summary)

Referral Information

How did you hear about The Genrus Group

How did you hear about The Genrus Group
A
B
C
D
E

Submission Confirmation

Submission Confirmation