Exhibitor List
Booths 100-105
Booths 200-205
Booths 300-304
Booths 400-405
Booths 500-505
Booths 100-105
Booth 100
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CDC Ventures CDC Small Business Finance Corporation Bronze SponsorMiriam VoigtDirector of Sales & Support 2448 Historic Dacatur Road Suite 200 San Diego, CA 92106 619-291-3594 mvoigt@cdcloans.com www.cdcloans.com/ventures |
| CDC Ventures makes lending easier and smarter with its premiere software system, Ventures+. Ventures+ is known for being the first to bring the efficiency of cloud-based lending software to the Certified Development Company (CDC) industry. The software system gives small business lenders a much more powerful and cost-effective way to manage and grow their portfolio. With an integrated SBA ETRAN platform, loan processing is now easier and faster. Outstanding customer support combined with intuitive data entry, easy navigation and dynamic reporting are why Ventures+ is a superior resource in the industry. With the product integration feature, Ventures+ enables numerous software systems to work together as seamlessly as possible. CDC Ventures is committed to innovation so Ventures+ is continuously evolving to always provide a solution to manage the many changes faced by small business lenders. |
Booth 101
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Alliant Americas | Alliant Insurance ServicesBronze SponsorBarry PetersExecutive Vice President 6550 Rock Spring Drive Bethesda, MD 20817 301-263-6630 Barry.Peters@alliant.com www.NADCO.alliant.com |
| 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 102
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Company Coming Soon!Reserved for Gold/Silver/Bronze SponsorContact NameTitle Address Line 1 Address Line 2 City, State Zip Phone website |
| Company Description Coming Soon! |
Booth 103
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ORMS: Outsourced Risk Management Solutions LLC Derek Ezovski President 7 South Main Street Suite 209 West Hartford, CT 06107 860-838-5388 dezovski@orms.com www.orms.com |
| 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 104
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The Preston Group, LLC Lisa Preston President 2820 FM 517 Road East Dickinson, TX 77539 281-534-8603 lpreston@the-preston-group.com www.the-preston-group.com |
| 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. |
Booth 105
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BFS GroupLarry Rowley Regional Managing Director 1500 Quail Street Suite 600 Newport Beach, CA 92660 951-712-1106 lrowley@bfsgroup.com www.bfsgroup.com |
| Bank Financial Services Group, a leading expert in the BOLI industry, is a national firm with an exclusive focus on community banks. Bank Financial Services Group manages all BOLI investments with the primary goal of providing unparalleled customer support, increasing the bank’s bottom line earnings, increasing shareholder value and funding meaningful benefits for all bank employees. |
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Booths 200-205
Booth 200
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Collateral Specialists Kevin Power Vice President of Operations 1670 Corporate Circle Suite 200 Petaluma, CA 94954 415-763-4214 kpower@csina.com www.csina.com |
| 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 201
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J.R. Bruno & Associates Alex Liberchuk EVP, Operations & Strategy 92 Westervelt Place Suite 102 Passaic, NJ 07055 855-572-4722 jrbruno@jrbrunoassoc.com www.jrbrunoassoc.com |
| J.R. Bruno & Associates is a leading nationwide consulting firm to SBA lenders and has served the business lending community since 1994. With more than 200 years of combined commercial lending experience, our JRB Team has assisted hundreds of lenders create and maintain profitable SBA lending programs. Former NADCO Chairman Richard Jeffrey has recently joined JRB, expanding and enhancing firm’s services to the CDC/504 community. In addition, our firm offers wide range of customized solutions that range from portfolio management, loan packaging, and underwriting assistance, to servicing and liquidations, for all government guaranteed lending products. |
Booth 202
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Fulcrum Resources Environmental Stephen Reynolds National Technical Director and Client Manager 517 South Ivy Avenue Monrovia, CA 91016 800-3857105 stephen@rcenvironmental.com www.frenviro.net |
| Fulcrum Resources Environmental operates under the parent company Fulcrum Resources, Inc. and is a full-service, nationwide environmental and engineering company. With its team of professionals, Fulcrum specializes in environmental, remediation, engineering, hygiene, and energy due-diligence. |
Booth 203
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Trileaf - Commercial Lending Due Diligence Howard Horwitz Account Manager 10845 Olive Blvd Suite 260 St. Louis, MO 63141 314-997-6111 H.Horwitz@trileaf.com www.trileaf.com |
| 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. |
Booth 204
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Entero Energy Mark Henderson Director of Sales 1508 West 30th Street Austin, TX 78703 512-590-0001 mark@enteroenergy.com www.enteroenergy.com |
Booth 205
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Company Coming Soon!Reserved for Gold/Silver/Bronze SponsorContact NameTitle Address Line 1 Address Line 2 City, State Zip Phone website |
| Company Description Coming Soon! |
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Booths 300-304
Booth 300
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Company Coming Soon!Reserved for Gold/Silver/Bronze SponsorContact NameTitle Address Line 1 Address Line 2 City, State Zip Phone website |
| Company Description Coming Soon! |
Booth 301
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EDR Michael Bruni Regional Manager 6 Armstrong Road 4th Floor Shelton, CT 06484 203-783-0388 mbruni@edrnet.com www.edrnet.com |
Booth 302
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SunSystem TechnologyDustin O'Dell Commercial Business Development Manager 2731 Citrus Road Suite D Rancho Cordova, CA 95742 916-956-5982 DOdell@sstsolar.com www.sstsolar.com |
| SunSystem Technology (SST) is a leader in providing Full-Service Solar PV Design and Installation for Commercial, Industrial and Multi-Family properties in California and across (7) other States. Our Team was born out of providing Operations & Maintenance Service (O&M) for existing solar energy systems which provides us unmatched access to real-world solar system performance and operating data. Simply put, we focus on providing world-class solar energy systems that are built to last for over 30 years and provide you with a very strong return on your long-term investment. |
Booth 303
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Partner Engineering and Science, Inc. Marshall Stanclift National Client Manager 2154 Torrance Boulevard Suite 200 Torrance, CA 90501 800-419-4923 mstanclift@partneresi.com |
Booth 304
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Company Coming Soon!Reserved for Gold/Silver/Bronze SponsorContact NameTitle Address Line 1 Address Line 2 City, State Zip Phone website |
| Company Description Coming Soon! |
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Booths 400-405
Booth 400
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Central Servicing AgentAlliance PartnerBrianDirector, Central Servicing Agent 1800 Tysons Boulevard McLean, VA 22102 202-412-8660 brian.gagnon@us.pwc.com website |
Booth 401
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Zions Bank Bronze Sponsor Howard Anderson SVP, National Sales Manager 7730 Union Park Avenue Suite 250 Midvale, UT 84047 801-699-1519 howard.anderson@zionsbank.com www.zionsbank.com |
| 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 $8 million on all SBA eligible property types. |
Booth 402
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Power Steering Unlimited, Inc.Bronze SponsorMary Kropp-BentonPresident 145 SW 54th Terrace Cape Coral, FL 33914 210-478-1055 mekropp504@aol.com www.powersteeringunlimited.com |
| 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 403
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Lincoln Capital Management James E. Robertson Chief Executive Officer 16200 Addison Road Suite 220 Addison, TX 75001 214-764-0095 james@lincolncapitalgroup.com www.lincolncapitalmgt.com |
| 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 404
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BMI Productivity Solutions Boyd Mortensen President 475 North 300 West Suite 5 Kaysville, UT 84037 801-546-7462 boydm@bmisw.com www.bmisw.com |
| 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. |
Booth 405
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Unisearch, Inc. Scott Vogt Sales Manager 3926 South Falling Star Road Gold Canyon, AZ 85118 800-705-8499 Scott.Vogt@unisearch.com www.unisearch.com |
| 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. |
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Booths 500-505
Booth 500
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Benchmark Environmental Services, Inc. William Liniewicz President 23540 Beach Grove Road Antioch, IL 60002 800-400-5811 bill@benchmarkenv.com www.benchmarkenv.com |
| 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 501
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MassMutual QuickClose Life Insurance Mike Weiner Financial Services Professional 13455 Noel Road 20th Floor Dallas, TX 75240 214-693-3680 mikeweiner@financialguide.com www.advisors.massmutual.com/mike-weiner |
| We provide a QuickClose life insurance approval process for lenders and their borrowers when life insurance is needed quickly and easily to close a loan. |
Booth 502
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Environmental Risk Innovations (ERI, LLC) Bill McGuinness Vice President Operations 201 McCullough Drive Suite 150 Charlotte, NC 28269 704-548-9333 bmcguinness@eriskinnovations.com www.eriskinnovations.com |
Booth 503
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Liberty SBF Joe Nolan Originator 1500 JFK Boulevard Suite 250 Philadelphia, PA 19102 856-207-9928 jnolan@libertysbf.com www.libertysbf.com |
| 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 www.LibertySBF.com. |
Booth 504
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Mercantile Capital Corporation Shannon D. Marks President & COO 60 North Court Avenue Suite 300 Orlando, FL 32801 407-786-5040 shannon.marks@mercantilecc.com www.504experts.com |
| Mercantile Capital Corporation was founded in 2002 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 6/30/17 Mercantile has closed 685 loans worth over $2.15 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 505
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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 858-967-7817 krosenthal@cdcloans.com www.cdccapitalmarkets.com |
| CDC Capital Markets is a wholly owned subsidiary of CDC Small Business Finance. We provide SBA 504 1st mortgage secondary market solutions across the country in all 50 states. We work with banks, non bank lenders, brokers, CDC’s, credit unions, and the small business lending community to help them do more SBA 504 loans. We provide due diligence services to Morgan Stanley by marketing, packaging, underwriting and servicing these SBA 504 1st mortgages for Direct Table Funding or Loan Purchases. The way the program works is simple. We work with the CDC's or lenders and provide them loan terms for the 1st mortgage using Morgan Stanley's balance sheet rather than the local bank's balance sheet. That means the local lender can offer terms including 25 year fixed for life 504 1st mortgages. The first mortgage is funded off Morgan Stanley's balance sheet and the local lender earns premium income. Banks win by gaining deposits and earning premium. CDCs win by increasing their 504 volume. You can use the secondary market (Morgan Stanley) to help win deals by offering borrowers a truly fixed rate. Morgan Stanley offers a 25 year fixed for life rate on the first mortgage and the CDC offers a 20 year fixed for life rate on the second mortgage. |
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