The Harold Louis Group

The Harold Louis GroupThe Harold Louis GroupThe Harold Louis Group

The Harold Louis Group

The Harold Louis GroupThe Harold Louis GroupThe Harold Louis Group
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What we do for companies

Obtain Capital to Grow Your Business

Startup Funding

As 3x startup founders, as well as startup investors ourselves, our team can help you get "investor-ready" and connect with our network of hundreds of investors.

SBA Loans

Our team led a top SBA lender, so we know what it takes to get approved for an SBA loan. Not only can we help you prepare your application, but we can introduce you to our network of approved SBA lenders.

Non-SBA Loans

SBA loans are not always the best option for some companies. That's why our network includes other loan sources such as DSCR, asset-based, and hard money lenders.

Fractional CFO (Chief Financial Officer) services

Financial Management

 

Cash-flow analysis and management that allow you to focus more on growing your business and less on running out of money.

Growth Strategies

 

Get help determining which products/services to invest in, and establish go-to-market strategies, and pricing structures.

Capital Management

Analysis of your current financing structure and recommendations for how to add growth capital or consolidate/eliminate capital constraints.

What we do for business owners and Founders

Grow & Protect Your Net Worth

Financial Planning

We work with entrepreneurs to help them build a financial plan so that, like their business, they have an executable plan to help them achieve their financial goals. 

Asset Protection

From the right types of insurance to buy-sell agreements, we work with our clients to help make sure they have the right asset protections in place. 

Wealth Accumulation and Preservation

Together we will establish a plan for building and preserving the wealth you are building. 

About Us

Our Legacy

A Proven Approach

A Proven Approach

The Harold Louis Group is the holding company for the Patrick family office.


The company is named after our family members, 4x Harolds and a Louis.

A Proven Approach

A Proven Approach

A Proven Approach

Our business model allows us to focus on working with fewer clients so that we can provide a high-touch service.


We've have sourced over $800,000,000, and growing, in capital.

Why Us?

A Proven Approach

Why Us?

We've been in your shoes.


Our team is made up of C-level banking executives, as well as business entrepreneurs and startup founders. 


Plus, we have a vast network of over 200+ capital allocators.



Copyright © 2019 JMP & Co. - All Rights Reserved.

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