Live Oak Bank
Live Oak Bank’s seasoned SBA loan experts work with brokers, intermediaries and individuals on business acquisitions, partner buyouts and real estate purchases with flexible SBA lending options and an innovative technology platform. We specialize in acquisition financing across the nation and in every industry. If you have a project that exceeds the SBA 7(a) $5 million loan limit, our combination financing program is a creative solution.
We pair an SBA 7(a) loan ($5 million) with a conventional loan (amount based on need) and a line of credit, tailored to your business needs.
Mark A Pompeo
Senior Vice President
Live Oak Bank
1741 Tiburon Drive Wilmington, NC 28409 (offices in Charlotte)
Phone (cell/office): (704) 708-4570
E-Mail:
Website: www.liveoakbank.com/sba-loan-experts/
Diamond Sponsors
First National Bank
First National Bank Small Business Finance is an industry leader when it comes to funding small businesses in the greater mid-Atlantic region. Our dedicated team of Business Development Officers have many years of experience in SBA lending.
They know the process inside and out, so they are able to customize every loan structure to fit the exact needs of their clients. Each BDO takes the time to learn about the business and becomes a champion for their client from the application process to closing and beyond. FNB Small Business Finance specializes in Business Acquisitions, Professional Lending Solutions, Owner-Occupied Commercial Real Estate Purchases, Franchise Start-Ups, Debt Refinance, and more!
Dave Phillips
VP and Sales Team Leader Small Business Finance
First National Bank
14241 Midlothian Turnpike #233 Midlothian, VA 23113
Office: (804) 378-7501
Cell: (804) 513-7700
Fax: (804) 378-75055
E-Mail:
Website: www.fnbsmallbusiness.com
Linkedin: www.linkedin.com/in/davidephillips/
SouthState Bank
SouthState Corporation (NASDAQ: SSB) is a financial services company headquartered in Winter Haven, Florida. SouthState Bank, N.A., the company’s nationally chartered bank subsidiary, provides consumer, commercial, mortgage and wealth management solutions to more than one million customers throughout Florida, Alabama, Georgia, the Carolinas and Virginia. The bank also serves clients coast to coast through its specialty banking services including payments technology, private capital solutions, franchise finance and correspondent banking divisions.
SouthState Bank proudly offers specialized lending programs through the U.S. Small Business Administration (SBA) to help small business owners achieve their goals. SouthState is one of the leading regional banks in the southeast. With a national charter and Preferred Lender status, our seasoned in-house team is solely focused on providing SBA financing to entrepreneurs across the country. To learn more, visit SouthStateBank.com/SBA.
Jake Newcomb
SBA Relationship Manager
Office: 864-451-5538
Cell: 904-510-0803
Website SouthState Bank
Gold Sponsors
Customers Bank
Customers Bank, a subsidiary of Customers Bancorp, Inc. (NYSE: CUBI) a bank holding company, is a full-service, tech-forward bank with assets of approximately $19.2 billion on March 31, 2022. A member of the Federal Reserve System with deposits insured by the Federal Deposit Insurance Corporation, Customers Bank is an equal opportunity lender that provides a range of banking and lending services to small and medium-sized businesses, professionals, individuals, and families.
Customers Bank was one of the top Paycheck Protection Program lenders in the nation participating in more than 350,000 loans with an aggregate value over $10 billion. Customers Bank is one of the nation’s top 100 SBA 7(a) lenders. Additional information can be found on the company’s website, www.customersbank.com.
Robert Wardell
Vice President SBA/Government Guaranteed Lending
Customers Bank Mobile: (704) 458-3255
E-Mail:
Website: www.customersbank.com
Diamond Financial Services
Headquartered in Raleigh, NC, Diamond Financial has become the nation’s leading source for business and commercial loans from $350,000 to $10 million. There are never any upfront fees and no charge for pre-qualification letters. With over 84% of business loans initially declined due to presentation, it’s important to have the experts on your side. Contact the Diamond representative in your area today!
“Our mission is to remain the recognized leader in customized financial business solutions, assembling only the top level experts and lending sources throughout the country achieved by delivering competitive, honest and ethical client results.”
Steven Mariani
President
Diamond Financial Services
Direct Dial: (919) 376-2922
Office: (919) 782-3101
Fax: (919) 782-9882
E-mail:
Website: www.DiamondFS.com
Deal Studio
Deal Studio is the ultimate one-stop platform for business intermediaries that automates, accelerates, and elevates deal making. We do this by bringing together best-in-class technology, cutting edge tools, industry content, four generations of industry knowledge, a team of experts, and a passion to advance the profession.
The platform is made up of nine tightly integrated components that provide our clients a complete platform for optimal business operations. It’s called Deal Studio, and we can’t wait to show you what our platform can do for you!
Ron West
Owner and Team Leader
Phone: (800) 239-5085
E-Mail:
Website: www.deal-studio.com
Linkedin: www.linkedin.com/company/dealstudio
Twitter: www.twitter.com/dealstudiobbp
Facebook: www.facebook.com/dealstudiobbp/
Silver Sponsors
Bishop, Dulaney, Joyner & Abner, P. A.
Matt Joyner is a corporate and transactional lawyer in Charlotte, North Carolina who focuses his practice on representing both buyers and sellers of businesses. A founding partner in the SouthPark law firm of Bishop, Dulaney, Joyner & Abner, P.A., Matt brings to his business law practice extensive prior real-world experience as General Counsel and Vice President-Administration for an international manufacturing company, which results in personal understanding and practical counsel for his business owner clients. Matt and his wife Betsy are the proud parents of three children and enjoy living on Lake Wylie.
Matt Joyner
Attorney at Law
Bishop, Dulaney, Joyner & Abner, P. A.
4521 Sharon Road Suite 250
Charlotte, NC 28211
Office: (704) 945 9850
Direct: (704) 945 9854
Fax: (704) 945 9851
Email:
Web: https://bdjalaw.com/attorneys/matthew-r-joyner/
BizBuySell
BizBuySell is the Internet’s largest and most heavily trafficked business-for-sale marketplace, with more business-for-sale listings, more unique users, and more search activity than any other service. We have an inventory of over 65,000 businesses for sale and more than 3 million monthly visits. Also, we have one of the largest databases of for-sale and sold comparables, as well as a leading franchise directory.
Our Business for Sale network is a product line of CoStar Group and circulated through the LoopNet Business for Sale section, BizQuest, and 100+ online Business for Sale Publications. We have dedicated account managers that assist you with lead generation. Please reach out to Lanayah McCullouch for assistance.
Lanayah McCullouch
Regional Account Manager, Broker Accounts
Co-Chair CoStar Group Builds RVA
501 S. 5th Street
Richmond, VA 23219
Office: (804) 956-0720
Cell: (804) 691-3003
Email:
Website: bizbuysell
JOYCE & BARY LAW PLC
Joyce & Bary represents clients in all types of business transactions including the purchase or sale of ongoing businesses.
Our dedicated legal team can assist with the formation and structuring of appropriate business entities. In addition to giving business advice, we prepare all types of contracts and agreements used by businesses.
James C. Joyce, Jr
1502 Franklin Rd., SW, Suite 201
Roanoke, VA 24016
Office: 540-777-1754
Fax: 540-777-1756
Website: JOYCE & BARY LAW PLC
Nexsen Pruet
Nexsen Pruet professionals serve clients in multiple industries and areas of practice. Our attorneys work tirelessly to understand our clients’ goals and help them succeed. We know that successful business can build thriving communities, and we are honored to play a role in that process.
The firm serves clients from nine offices across the Southeast. With more than 200 lawyers and professionals, Nexsen Pruet provides full-service capabilities to businesses and government entities in local, state, national, and international venues.
Todd Davidson
Attorney, Corporate & Tax Practice Group Leader
Phone: (864) 282-1130
E-Mail:
Website: www.nexsenpruet.com
Nexsen Pruet, PLLC
104 S. Main Street, Suite 900
Greenville, SC 29601
Pinnacle Financial Partners
Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services designed for businesses and their owners and individuals interested in a comprehensive relationship with their financial institution. The firm is annually recognized as a top SBA lender in the Southeast and has a team of 40 veteran financial services professionals serving clients’ small business needs with SBA and USDA guaranteed loans.
Pinnacle is ranked among the top 40 SBA 7(a) lenders nationwide for 2021 and ranks # 2 in the Carolinas based on dollar volume. We are also among the fastest growing SBA 7(a) lenders nationwide. Pinnacle takes pride in delivering our expertise in SBA lending and creating a superior client experience throughout the SBA lending process. The bank was founded in 2000 and is headquarter in Nashville Tennessee with assets of $36.0 billion. However, its SBA operations and decisioning are located in the Carolinas. We lend primarily within our footprint of the Carolinas, Virginia, Tennessee, Georgia, Alabama, however, we make SBA loans throughout the extended Southeast and Mid-Atlantic regions.
We specialize in change of ownership and owner-occupied real estate financing including purchases, construction and tenant buildouts.
Stan Lamb
Senior Vice President
SBA Financial Advisor
Pinnacle Financial Partners
15025 Ballancroft Parkway
Charlotte, NC 28227
Office: (980) 359-1153
Cell: (803) 984-4121
Website: Pinnacle Financial Partners
Right Here Interactive is your premier choice for Websites, Apps, Videos, and Marketing Programs since 2008. We have deep industry knowledge with business brokers and financial services companies across the United States. Ask about our listing management tool for brokers to place confidential listings on their website, including listing announcement services by email and text messaging.
Marc Pitre
Managing Partner
Right Here Interactive
933 Louise Ave. Charlotte, NC. 28204
Cell: (704) 280-5185
Email:
Website: https://RightHereInteractive.com
LinkedIn: https://www.linkedin.com/in/marcpitre
Urban Catalyst
Urban Catalyst is a leading real estate equity fund manager and development company focused on ground-up projects in downtown San Jose, California. The company ranked among the top 5% of all tracked Opportunity Zone (OZ) fund sponsors as measured by capital raised as of December 31, 2021, according to the research firm Novogradac, and has been named a top ten OZ fund by Forbes.
- $5.0 Billion + in development projects
- $5.2 Billion + in real estate asset acquisitions
- 200+ real estate properties developed across a variety of asset classes
- Over 2,000 residential units that are now located in opportunity zones
Urban Catalyst’s home market, San Jose, was recently named the #1 city in the U.S. for attracting innovation-oriented industries by the real estate services firm JLL and has been recognized as the #1 region in the country poised for post-pandemic recovery by Bloomberg.
John Napoleone
Partnership Emissary
Cell (215) 205-5742
Cell (215) 205-5742