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
VP-Small Business Lending
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
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
Gold Sponsors
Aquesta Bank
Aquesta Bank is a local community bank serving the North Carolina communities around Lake Norman, Charlotte, Wilmington and Raleigh. Aquesta has recently moved into South Carolina, with loan production offices in Greenville and Charleston. Established in 2006, the bank is headquartered in Cornelius, NC and is the 19th largest bank in the state of North Carolina. As of March 2018, there were 78 employees. Aquesta offers a full array of banking products and services.
Aquesta’s primary focus is building strong, lasting relationships with our customers and providing a superior level of customer service. Aquesta Bank is dedicated to providing unexpected convenience and unsurpassed service by catering to the banking expectations of our community.
We strive to provide cost effective financial solutions, execute sound banking practices, and contribute to the financial well-being of the community. We are committed to staying current with the latest banking technologies and services to meet your banking needs.
Travis Rada
SVP, SBA Sales Manager
Aquesta Bank
4519 Sharon Road
Charlotte, NC 28211
Mobile: (864) 642-5256
E-Mail:
Website: www.aquesta.com
Customers Bank, a subsidiary of Customers Bancorp, Inc. (NYSE: CUBI) a bank holding company, is a full-service super-community bank with assets of approximately $19.6 billion on June 30, 2021. 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. Services and products are available wherever permitted by law through digital-first apps, online portals, and a network of offices and branches. 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
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/
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/
Nexsen Pruet
Nexsen Pruet serves clients from nine offices across the Southeast. With more than 200 lawyers and professionals, the firm provides full service capabilities to businesses and government entities in local, state, national and international venues.
Bobby Robinson
Member
Phone: (704) 338-5328
Fax: (704) 805-4716
E-Mail:
Website: www.nexsenpruet.com
Nexsen Pruet, PLLC
227 West Trade Street, Suite 1550
Charlotte, NC 28202
Silver Sponsors
Peercomps
Accurate & reliable small business transaction data is hard to find – this is why PeerComps was developed. PeerComps data comes from once source: SBA lenders who finance small business loans. One source equals the cleanest, most consistent data available for small business transactions.
PeerComps subscribers can access a vast database of small business transactions compiled from hundreds of national, regional and local SBA lenders since 1999. Comprising all major industry classifications (NAICS codes), PeerComps also covers a wide range of specialized industries and sub-classifications. Today, the database includes over 13,000 SBA transactions, and we add about 100 new comparisons every month.
Darren Mize, ASA
Co-Founder and Partner
GCF Business Valuation & PeerComps Small Business Transaction Data
Tampa, FL
Phone: (813) 658-3502
Email:
Website: peercomps.com
LinkedIn: PeerComps
GCF Business Valuation
GCF Valuation is the leading provider of SBA-compliant business valuations and appraisals. Unlike many of our competitors, we don’t automate or shortcut the process. Instead, we put a team of fully accredited experts on every project. As a result, we deliver some of the most thorough appraisals in the business—valuations that will stand up to tough scrutiny.
No gaps. No unresolved questions.
We have a reputation for delivering exceptional expertise and high-touch, personal service, and we’ve earned the trust of lenders and brokers across the nation. With offices from Florida to Oregon, we serve clients from coast to coast. And we work with clients of all sizes, from small business brokerages and local banks to large private companies and financial institutions. No business valuation and appraisal firm is more flexible or capable when it comes to your engagement.
Darren Mize, ASA
Co-Founder and Partner
GCF Business Valuation & Peercomps Small Business Transaction Data
Tampa, FL
Phone: (813) 658-3502
Email:
Website: GCFBusinessValuation
LinkedIn: GCF Business Valuation
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
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