Lakepoint Capital

Success stories

Close to $400M in engagements, one client at a time.

Real engagements, written up with our clients' details anonymized. Filter by service or by the goal that mattered most.

Service
Goal

$16,217,568Lakepoint secures $16.2 million of CMHC-insured construction financing at prime minus 25 basis pointsNon-bank lender · Okanagan · 2026Additional leverageLower costs$5,145,000$31,500+ in annual savings and four lending relationships consolidated into one for an Okanagan tire groupChartered bank (incumbent) · Okanagan · 2026Additional leverageLower costsGreater flexibility$1,441,500Lakepoint secures 85% LTV for an Okanagan HVAC contractor buying its own shopChartered bank · Okanagan · 2026Lower costs$12,900,000Lakepoint refinances a 115-room Okanagan hotel out of higher pricing into a competitive 4-year fixed term2026Lower costsGreater flexibility$1,170,000Zero down: Lakepoint secures 100% financing for a Kelowna advisory firm2026Additional leverage$4,700,000Lakepoint saves an Okanagan civil contractor over $120,000 and frees up its credit line2026Lower costsGreater flexibility$1,600,000Lakepoint secures $1.6 million in cash flow financing for an asset-light brokerage2026Additional leverage$2,400,000Lakepoint secures $2.4 million to bring a 24-hour gym to an underserved BC Interior market2026Additional leverageLower costs$6,295,000Lakepoint secures $6.3 million for a Kelowna office acquisition2026Additional leverageLower costs$4,000,000Lakepoint secures a $4 million refinancing and a fresh start for an auto parts franchise operator2026Greater flexibility$4,200,000CMHC refinancing unlocks nearly $1 million in equity for experienced BC developerNon-bank lender · Vernon, BC · 2026Additional leverageLower costs$2,300,000Lakepoint Delivers Certainty and Best-in-Market Terms for Okanagan Veterinary Practice BuyoutChartered bank · Okanagan, BC · 2026Greater flexibility$5,430,000Acquisition financing secured for 18-hole golf courseCredit Union · Kelowna · 2025Additional leverageGreater flexibility$1,380,000Fueling growth: $1.38M in working capital financing secured for a mining services company in high-growth modeChartered bank · Kamloops · 2025Additional leverageGreater flexibility$2,900,000Breaking ground on better terms: $2.9M construction mortgage secured midstreamCredit Union · Okanagan, BC · 2025Additional leverageLower costs$22,500,000$2,500,000 equity take out secured against tenanted office propertyCredit union · Kelowna · 2025Additional leverageGreater flexibility$3,765,000No personal guarantees and $40,000+ per year in savings for multi-location auto parts retailerChartered bank · BC Interior · 2025Additional leverageLower costsGreater flexibility$1,200,000Lakepoint secures 100% financing for new veterinary practiceChartered bank · Okanagan · 2025Greater flexibility$11,050,000Lakepoint helps commercial real estate investor retain $750,000+ in equityCredit union · Kelowna · 2025Additional leverage$3,400,000Lakepoint reduces client's debt servicing costs by $10,000+/monthCredit union · Kelowna · 2025Lower costsGreater flexibility$40,035,000426.9% IRR delivered on CMHC advisory engagement for 400+ units (Part I)Chartered bank · Okanagan, BC · 2025Additional leverageLower costs$2,700,000Lakepoint secures a no-financial-covenant financing solution that preserves $260,000+ in capitalChartered bank · Kamloops · 2025Additional leverageLower costsGreater flexibility$2,500,000Lakepoint obtains working capital bridge loan secured by vacant industrial landCredit Union · Okanagan · 2025Additional leverageGreater flexibility$4,375,000Lakepoint negotiates substantially improved commercial financing facilities for an experienced operatorChartered bank · Okanagan · 2024Additional leverageLower costsGreater flexibility$17,040,00094% LTC & no personal guarantees for first-time developer via CMHC MLI Select programOkanagan, BC · 2024Additional leverageLower costsGreater flexibility$14,675,000Lakepoint secures CMHC-insured construction financing for seven storey purpose-built rental projectVancouver, BC · 2024Additional leverageLower costs$7,100,000Lakepoint Capital obtains 100% acquisition financing with no personal guarantees for office services providerBC, with locations across Western Canada · 2024Additional leverageLower costsGreater flexibility$6,100,000Lakepoint secures 90% LTV and $400,000 savings for Okanagan-based insurance brokerageChartered bank · Okanagan · 2024Lower costs$3,300,000Lakepoint secures flexible, pre-approved growth capital for ambitious multi-franchise operatorChartered bank · Kelowna (head office), with locations across Western Canada · 2024Additional leverageGreater flexibility$6,400,000Lakepoint Capital's expertise preserves $370,000 of capital in advance of upcoming loan renewalCredit union · Kelowna · 2024Lower costsAdditional leverage