Capital Solutions for
Sophisticated Platforms
Velo Group delivers institutional-grade capital raising and specialty finance solutions for non-bank lenders, private equity sponsors, and high-growth financial platforms. With $3B+ in transactions and 100+ institutional partnerships, we structure and execute complex transactions from mandate to close.
Comprehensive Capital Solutions
We specialize in two core verticals: capital raising for institutional sponsors and specialty finance solutions for non-bank lenders. Our experience spans billions in transactions across private equity, energy infrastructure, real estate, and private credit.
Capital Raising
Institutional equity and structured capital solutions for sponsors and operators across complex, high-growth opportunities.
- Private equity & venture capital
- Energy & infrastructure
- Real estate & private credit
- M&A buy-side advisory
Specialty Finance
Tailored financing structures for non-bank lenders and financial institutions looking to scale operations.
- Credit facilities & warehouse lines
- Forward flow agreements
- Joint ventures & SPVs
- Aggregation platforms
Strategic Structuring
Complex hybrid structures combining debt, equity, and strategic partnerships to optimize capital efficiency.
- Hybrid debt-equity structures
- Balance sheet optimization
- High advance rate facilities (90-98%)
- Custom transaction design
Current & Recent Transactions
Representative transactions demonstrating our capability across transaction sizes, structures, and industries.
Executive Team
Decades of combined experience across institutional sales, capital markets, energy infrastructure, and private capital formation.
Jordan Folgers
Jordan brings institutional-grade sales strategy and private-market capital raising expertise. Before Velo, Jordan founded Sales Syndicate, where he generated $150M+ in client revenue and scaled monthly capital inflows from six figures to multi-million dollar levels in under six months, demonstrating capability to deliver rapid and substantial growth in capital formation.
Brian Young
Brian's extensive experience began on the sales and trading desk at Cantor Fitzgerald, where he developed deep understanding of U.S. equity markets and institutional client coverage. He later played a pivotal role building the U.S. equity business at MUFG, overseeing cross-asset sales and contributing significantly to midstream energy IPOs. Brian then joined Itaú Asset Management to develop their North American capital formation platform, cultivating an extensive LP/GP network across the U.S. and Canada.
Barrett Blaschke
With 20+ years in the energy sector, Barrett is a recognized expert in midstream research and capital markets. He served as Senior Midstream Analyst and Director of U.S. Equity Research at MUFG Securities, and as senior midstream research analyst at Kayne Anderson Capital Advisors, where he oversaw their $12 billion AUM platform. Barrett has advised multiple private equity and hedge funds on financial modeling, valuation, and sector research across midstream and energy transition.
Deep Institutional Relationships
Through our strategic partnership with McCarren Capital and our extensive institutional network, we deliver transactions from $25M to $500M+ with speed and certainty of execution.
Transaction Capabilities
- Credit facilities for non-bank lenders
- Joint ventures with high advance rates (90-98%)
- Forward flow programs ($10M+ monthly)
- Aggregation platforms on partner bank balance sheets
- Hybrid debt-equity structures
- Energy & infrastructure equity raises
- Buy-side M&A advisory
Institutional Network
- 100+ active institutional partners
- $200B+ investment-ready capital
- $1B+ aggregate transaction volume
- Direct access to credit funds, family offices, and strategic investors
- Expertise across private equity, real estate, energy, and specialty finance
- Proven track record of complex closings
Ready to Scale Your Platform?
Schedule a confidential conversation with our team to discuss your capital formation goals.
Capital Solutions for
Sophisticated Platforms
Velo Group delivers institutional-grade capital raising and specialty finance solutions for non-bank lenders, private equity sponsors, and high-growth financial platforms. With $3B+ in transactions and 100+ institutional partnerships, we structure and execute complex transactions from mandate to close.
Comprehensive Capital Solutions
We specialize in two core verticals: capital raising for institutional sponsors and specialty finance solutions for non-bank lenders. Our experience spans billions in transactions across private equity, energy infrastructure, real estate, and private credit.
Capital Raising
Institutional equity and structured capital solutions for sponsors and operators across complex, high-growth opportunities.
- Private equity & venture capital
- Energy & infrastructure
- Real estate & private credit
- M&A buy-side advisory
Specialty Finance
Tailored financing structures for non-bank lenders and financial institutions looking to scale operations.
- Credit facilities & warehouse lines
- Forward flow agreements
- Joint ventures & SPVs
- Aggregation platforms
Strategic Structuring
Complex hybrid structures combining debt, equity, and strategic partnerships to optimize capital efficiency.
- Hybrid debt-equity structures
- Balance sheet optimization
- High advance rate facilities (90-98%)
- Custom transaction design
Current & Recent Transactions
Representative transactions demonstrating our capability across transaction sizes, structures, and industries.
Executive Team
Decades of combined experience across institutional sales, capital markets, energy infrastructure, and private capital formation.
Jordan Folgers
Jordan brings institutional-grade sales strategy and private-market capital raising expertise. Before Velo, Jordan founded Sales Syndicate, where he generated $150M+ in client revenue and scaled monthly capital inflows from six figures to multi-million dollar levels in under six months, demonstrating capability to deliver rapid and substantial growth in capital formation.
Brian Young
Brian's extensive experience began on the sales and trading desk at Cantor Fitzgerald, where he developed deep understanding of U.S. equity markets and institutional client coverage. He later played a pivotal role building the U.S. equity business at MUFG, overseeing cross-asset sales and contributing significantly to midstream energy IPOs. Brian then joined Itaú Asset Management to develop their North American capital formation platform, cultivating an extensive LP/GP network across the U.S. and Canada.
Barrett Blaschke
With 20+ years in the energy sector, Barrett is a recognized expert in midstream research and capital markets. He served as Senior Midstream Analyst and Director of U.S. Equity Research at MUFG Securities, and as senior midstream research analyst at Kayne Anderson Capital Advisors, where he oversaw their $12 billion AUM platform. Barrett has advised multiple private equity and hedge funds on financial modeling, valuation, and sector research across midstream and energy transition.
Deep Institutional Relationships
Through our strategic partnership with McCarren Capital and our extensive institutional network, we deliver transactions from $25M to $500M+ with speed and certainty of execution.
Transaction Capabilities
- Credit facilities for non-bank lenders
- Joint ventures with high advance rates (90-98%)
- Forward flow programs ($10M+ monthly)
- Aggregation platforms on partner bank balance sheets
- Hybrid debt-equity structures
- Energy & infrastructure equity raises
- Buy-side M&A advisory
Institutional Network
- 100+ active institutional partners
- $200B+ investment-ready capital
- $1B+ aggregate transaction volume
- Direct access to credit funds, family offices, and strategic investors
- Expertise across private equity, real estate, energy, and specialty finance
- Proven track record of complex closings
Ready to Scale Your Platform?
Schedule a confidential conversation with our team to discuss your capital formation goals.