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Exhibitor List

Booths 100-106
Booths 201-206
Booths 301-305
Booths 401-405

Booths 100-106

Booth 100

CDC Ventures
CDC Small Business Finance Corporation

Miriam Voigt
Director of Sales & Support
2448 Historic Dacatur Road
Suite 200
San Diego, CA 92106
CDC Ventures+ is a web-based software solution that streamlines SBA loan processing, from lead generation through servicing for CDCs. We consider ourselves to be software users first, and software vendors second. Therefore, we constantly seek to improve the user’s experience and efficiency. We pride ourselves on unparalleled, personalized customer service. By listening to customer feedback, we create fast solutions that evolve the software and help CDCs grow.

Key Benefits:
  • Web-based – speed, flexibility, no servers to maintain
  • Custom training
  • Reports that drive efficiency and help you meet your business goals
  • Community Advantage (7a) platform

Booth 101

ORMS: Outsourced Risk Management Solutions LLC

Derek Ezovski
7 South Main Street
Suite 209
West Hartford, CT 06107
For years Outsourced Risk Management Solutions (ORMS) has worked closely with the SBA and CDCs to help provide an in-house environmental due diligence solution. ORMS helps CDCs review and package environmental submissions thereby increasing the approval rate for our clients. ORMS reduces the time spent by your staff of the review and submission of environmental reports to the SBA, all while increasing the number of loans you can close successfully.

Booth 102

Collateral Specialists

Kevin Power
Vice President of Operations
1670 Corporate Circle
Suite 200
Petaluma, CA 94954
Collateral Specialists is a nationwide site inspection company. Our reliable service, proven technology, and competitive pricing deliver an inspection solution that helps saves you time and money. We work with many CDC's across the country. Whether you are conducting a pre-funding site visit, delinquency site visit, or conducting annual due diligence, we are here to help you manage your risk.

Booth 103

Government Loan Solutions

Bob Judge
1741 Tiburon Drive
Wilmington, NC 28403
Government Loan Solutions, Inc., commonly known as GLS, is a leading consulting firm to the small business lending industry. As experienced participants in the financial markets, GLS can aid Community Advantage lenders in selling the guaranteed portion of 7(a) loans into the secondary market through its Sale and Settlement service. We also specialize in the valuation of small business loans, servicing rights and securitizations.

Booth 104

Mercantile Capital Corporation

Shannon D. Marks
President & COO
60 North Court Avenue
Suite 300
Orlando, FL 32801
Mercantile Capital Corporation was founded in 2003 to do one thing: help small business owners achieve their dream of purchasing their owner-occupied commercial real estate. Mercantile believes the SBA 504 loan program is the best and smartest way to fund these projects. They’re so convinced that SBA 504 loans are the smart choice for most small business owners that they made the SBA 504 loan their specialty and work hard to provide the best service to their small business clients. Through 6/30/16 Mercantile has closed 641 loans worth over $1.84 billion in 40 of the 50 states (plus Puerto Rico and D.C.) and they’ve become an industry-leading construction administration specialist as well. Mercantile is a wholly-owned subsidiary of IBERIABANK and has the full resources of the bank at its disposal.

Booth 105

Company Coming Soon!

Contact Name
State, City Zip
Company Description Coming Soon!

Booth 106

BMI Productivity Solutions

Boyd Mortensen
475 North 300 West
Suite 5
Kaysville, UT 84037
As an industry leader in process enhancement, BMI focuses on speeding up processes, reducing redundant tasks, increasing visibility and ensuring compliance. With the help of BMI, organizations allocate more time for revenue-generating activities. BMI clients are able to handle an increased workload and distribute more funding to the communities they serve.

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Booths 201-206

Booth 201

Wells Fargo

Christopher Urban
Vice President, Central Servicing Agent, SBA 504 Loan Program
9062 Old Annapolis Road
Columbia, MD 21045
Wells Fargo is the premier provider of corporate trust services to the capital markets, serving the needs of investors, bondholders, and lenders. We offer trustee, agency, fiduciary, escrow, and other financial services to private corporations and government entities globally. We can administer a wide array of assets and types of programs, including ABS, RMBS, CMBS, CDO securities and their underlying collateral, lease, fund services, Delaware statutory trusts, and various warehouse and conduit programs. Our offices are conveniently located across the U.S. and internationally.

Booth 202

Liberty SBF

Alexander Cohen
1500 JFK Boulevard
Suite 250
Philadelphia, PA 19102
Liberty SBF has built one of the most innovative commercial lending and servicing platforms in the SBA industry. Liberty provides short term and permanent financing for owner occupied commercial real estate and provides third party servicing and capital markets services to its bank and credit union partners. Liberty SBF is financed by some of the nation's leading private equity firms, including EBF & Associates, Exigent Alternative Capital, Napier Park Global Capital, and Mainline Investment Partners. For more information about Liberty SBF and its lending, servicing and investment platforms, please visit

Booth 203

Power Steering Unlimited, Inc.

Mary Kropp
145 SW 54th Terrace
Cape Coral, FL 33914
Power Steering Unlimited, Inc., charting CDCs’ courses for success since 2004, is a federally certified, small, woman-owned business (part of CCR and SAM), specializing in CDC operations, audit/loan review, SBA/commercial lending, loan management systems, & management/process/logistics/policy consulting. Having contracted with over 100 CDCs nationwide, CEO, Mary Kropp, is a respected expert with a reputation for knowledge, honesty, efficiency and trust, while providing services at excellent rates and a 12-year record of 100% client retention. We have performed Independent Loan Review Services for nearly 8 dozen CDCs since mid 2012, having developed an SBA-accepted format and efficient process for this task, with significant value added that only a former banker/CDC director could provide. Power Steering is your one stop for CDC Independent Loan Review, Process review, Strategic planning, Policy creation, and Operational efficiency.

Booth 204

Business Credit Reports, Inc.

Debbie Golbach
Vice President of Business Development
1645 Nashville Pike
Gallatin, TN 37066
Business Credit Reports is the largest aggregator of commercial credit information in the country. BCR has exclusive agreements with Experian, Equifax and D&B. We are the first to offer a multi-bureau business credit report, called the Advantage Pro. Our reports include scores, analytics, and suggested credit limits and OFAC information. The Advantage Pro is perfect for new borrowers and anytime you need a complete business credit report.

Booth 205

Unisearch, Inc.

Scott Vogt
Sales Manager
3926 South Falling Star Road
Gold Canyon, AZ 85118
Unisearch, Inc. is a public records research firm specializing in searching, filing and retrieving public documents. We offer an extensive range of Registered Agent, Corporate, and Uniform Commercial Code/Lien Services to the legal, financial and business community in all 50 states and internationally.

Booth 206

The Preston Group, LLC

Lisa Preston
2820 FM 517 Road East
Dickinson, TX 77539
The Preston Group specializes in all facets of SBA 7(a) and 504 Loan Program compliance in preparation for regulatory reviews/examinations. Consulting services comprise assessment of performance, policies/procedures, management, reporting, eligibility, underwriting, processing, closing, servicing, internal controls, liquidations, potential harm, and loan review. Reviews follow the SBA’s PARRiS and SMART concepts.

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Booths 301-305

Booth 301

CDC Capital Markets
CDC Small Business Finance Corporation

Ken Rosenthal
Sr Advisor - Lending, Education, Training
2448 Historic Decatur Road
Suite 200
San Diego, CA 92106
CDC Capital Markets is a wholly owned subsidiary of CDC Small Business Finance, providing SBA 504 first mortgage secondary market solutions in all 50 states. We work with banks, non-bank lenders, brokers, credit unions, and CDC's to increase 504 volume. We market, package, underwrite, fund and service Morgan Stanley's SBA 504 first mortgage loans via Direct Table Funding and Loan Purchases. Lenders win by gaining deposits and earning premium. CDCs win by increasing 504 volume.

Booth 302

Zions Bank

Howard Anderson
SVP, National Sales Manager
7730 Union Park Avenue
Suite 250
Midvale, UT 84047
By providing the best combination of service, premiums, and creativity, Zions Bank is the secondary market pioneer and leader for the direct funding or purchase of SBA 504 first mortgage loans. Zions offers both fixed and variable rates for loan amounts up to $6 million on all SBA eligible property types.

Booth 303

Benchmark Environmental Services, Inc.

William Liniewicz
23540 Beach Grove Road
Antioch, IL 60002
Benchmark Environmental Services works all around the US on "workouts", distressed properties, and also on "new" acquisitions and refi’s for a number of financial institutions,. Our Services are mainly performing phase 1 and 2 assessments, RSRA type reports, SBA work, HUD work. underground storage tanks, asbestos, lead paint, and soil / groundwater contamination, MOLD inspections and MOLD remediation.

Booth 304

Company Coming Soon!

Contact Name
State, City Zip
Company Description Coming Soon!

Booth 305

Partner Engineering and Science, Inc.

Marshall Stanclift
National Client Manager
2154 Torrance Boulevard
Suite 200
Torrance, CA 90501
Partner Engineering and Science, Inc. (Partner) is a full-service environmental and engineering consulting firm completing projects nationwide. We specialize in evaluating properties in connection with real estate transactions, financing, development or management.

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Booths 401-405

Booth 401

Anchor Commercial Services

Julie Middleton
6060 Sunrise Vista Drive
Suite 2160
Citrus Heights, CA 95610
Anchor Commercial Services has provided software services to the SBA industry since 1988. Currently, we haves over 240 active organizations (CDCs, Banks, Service Providers and Attorneys) using Loan Management System (LMS). Our CDC lenders represent approximately 80% the CDC industry. LMS is designed to complete SBA application and closing documents, standardized and customized credit memo, robust financial analysis, custom Word & Excel Documentation, user defined task lists and ticklers, servicing functions and management reporting - all within one system. LMS may be used for all SBA loan programs as well as other commercial loan types. In May an upgraded payment tracking system was released for lenders that have their own funds to lend.

Booth 402

Lincoln Capital Management

James E. Robertson
Chief Executive Officer
16200 Addison Road
Suite 220
Addison, TX 75001
Lincoln Capital Management originates senior and subordinated interim loans for construction and other real estate & equipment transactions on a national basis in connection with the SBA Section 504 program. We minimize your 1st lien lender’s construction risk, legal lending limits, loan concentration challenges and HVCRE issues with our innovative loan structures. Come by our table to find out how we can help you be a solution for your 1st lien lending partners!

Booth 403

Alliant Americas | Alliant Insurance Services

Barry Peters
Executive Vice President
6550 Rock Spring Drive
Bethesda, MD 20817
Alliant Insurance Services is a National leader in insurance, risk management, and consulting. Since 1925, our clients and partners have had profound confidence in us to deliver in all market climates. Today, this promise lives on through the dynamic confluences of people, ideas, and solutions that have come to define the Alliant name. Alliant was recently named as the exclusive administrator for the NADCO Management Liability program.

Booth 404

Company Coming Soon!

Contact Name
State, City Zip
Company Description Coming Soon!

Booth 405

Trileaf - Commercial Lending Due Diligence

Howard Horwitz
Account Manager
10845 Olive Blvd
Suite 260
St. Louis, MO 63141
TRILEAF is a nationwide environmental services company, providing targeted environmental services to Commercial and SBA lenders for SBA 504, 7(a) loans and government guaranteed loans. TRILEAF works with numerous banks, lenders and Certified Development Companies (CDC's) to satisfy the need for timely and cost effective Records Search with Risk Assessment (RSRA), Transaction Screen Assessment (TSA), Phase I and II ESAs, Property Condition Assessments, asbestos and lead assessments.

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