Source One Financial Services, LLC originates, underwrites, and processes secured recreational vehicle and marine consumer loans on behalf of various financial institutions including national/regional banks, credit unions, and specialty finance companies to aggregate a comprehensive, single-source, loan program targeting small to mid-sized powerboats and towable trailers. The loan program is then distributed to a network of dealerships that utilize Source One for its consumer financing needs.

Investment Profile:

Status: Realized

Investment Date: 2016

Transaction Type: Recapitalization

Strategy: Accelerating Growth

Station Lead(s): Rooke, Kelly

Investment Highlights:

Bolstered Management Team 
Implemented Operating Efficiency Through Upgraded IT Systems
Strategic Acquisitions of Complimentary Services 
Successful Sale: December 2021