Case Studies

Real deals. Anonymized details. What actually worked.

Every case below is a real financing scenario Keystone worked through. Names, industries, and identifying details are anonymized or generalized. The structure moves are exactly what happened.

A note: this page grows as new deals close. If your scenario looks like one of these, that's useful information — but every deal is its own conversation. Book a 15-minute call and we'll walk through yours.

SBA 7(a) · Business Acquisition

The buyer whose bank quoted a 10-year amortization on a 25-year-eligible deal

Case study coming soon — this page is being enriched with real, anonymized deal detail. Check back, or reach out if a similar scenario matches yours.

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Owner-Occupied CRE · Bank Turndown

The manufacturer declined by two community banks that closed at a specialty CRE lender

Case study coming soon — this page is being enriched with real, anonymized deal detail. Check back, or reach out if a similar scenario matches yours.

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DSCR · Investor Portfolio

The investor with 11 rentals whose W-2 bank couldn't underwrite the 12th

Case study coming soon — this page is being enriched with real, anonymized deal detail. Check back, or reach out if a similar scenario matches yours.

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