Exhibitor List
Booths 1-5
Booths 6-10
Booths 11-15
Booths 16-20
Booths 21-25
Booths 26-31
Booths 1-5
Booth 1
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Wells Fargo Christopher Urban Vice President, Centralized Servicing Agent, SBA 504 Loan Program 9062 Old Annapolis Road Columbia, MD 21045 410-884-2339 Christopher.j.urban@wellsfargo.com www.wellsfargo.com |
| 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 2
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Hays Affinity Henry Cifuentes Vice President 1025 Thomas Jefferson Street, N.W. Suite 425W Washington, DC 20007 202-263-4012 bpeters@hayscompanies.com www.hayscompanies.com |
Booth 3
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Collateral Specialists Kevin Power Vice President of Operations 250 Bel Marin Keys Boulevard Suite G2 Novato, CA 94949 415-763-4214 kpower@csina.com www.csina.com |
| ANNUAL SITE VISIT SOLUTION! 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. Whether you are conducting a pre-funding site visit, verifying a business is open, or conducting annual due diligence, we are here to help you manage your risk. Our on-demand inspection model gives you the freedom to build an inspection program that suits your needs. Your personal account executive will work with you to ensure our reports provide exactly what you are looking for. From commercial site inspections to lease inspections, floor plan audits to construction draw inspections, we have a broad spectrum of expertise to help you manage your risk. |
Booth 4
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Zions Bank Howard Anderson SVP, National Sales Manager 7730 Union Park Avenue Suite 250 Midvale, UT 84047 801-844-8282 howard.anderson@zionsbank.com www.zionsbank.com |
Booth 5
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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 |
| Outsourced Risk Management Solutions (ORMS) works closely with CDCs, lenders and the SBA to help provide a unique in-house environmental solution. ORMS helps CDCs review and package environmental submissions to increase the approval rate of their environmental reports. In addition, ORMS reduces the time spent by the SBA, while helping to increase the number of loans that our clients can close successfully. In addition, ORMS has developed a very unique Record Search with Risk Assessment (RSRA) program that streamlines the entire process on behalf of our clients. |
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Booths 6-10
Booth 6
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Government Loan Solutions Bob Judge CEO 1741 Tiburon Drive Wilmington, NC 28403 440-829-8413 bob.judge@glsolutions.us www.glsolutions.us |
| Government Loan Solutions, Inc., commonly known as GLS, is a leading consulting firm to the small business industry. As experienced participants in the financial markets, GLS can aid Community Advantage Lenders in selling the guaranteed portion of their 7a loans into the secondary market through our Sale and Settlement Service. As part of this service, we provide a FASB-compliant Gain-On-Sale calculation, amortization schedules and accounting entries for each loan sale. |
Booth 7
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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 |
Booth 8
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Company Coming Soon! Contact Name Title Address State, City Zip Phone website |
Booth 9
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Company Coming Soon! Contact Name Title Address State, City Zip Phone website |
Booth 10
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Company Coming Soon! Contact Name Title Address State, City Zip Phone website |
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Booths 11-15
Booth 11
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EDR Michael Bruni Regional Manager 6 Armstrong Road 4th Floor Shelton, CT 06484 203-783-8137 mbruni@edrnet.com www.edrnet.com |
Booth 12
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Lincoln Capital Management Alan Crawfod Senior Vice President 16200 Addison Road Suite 220 Addison, TX 75001 216-296-4922 Alan@lincolncapitalgroup.com www.lincolncapitalmgt.com |
| Lincoln Capital Management, LLC operates a national lending business from Dallas, Texas making subordinated interim (or “bridge”) loans for construction and other real estate transactions in connection with the SBA 504 and SBA 7(a) programs, the USDA’s B&I program, and the USCIS’s EB-5 program. |
Booth 13
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Trileaf - Commercial Lending Due Diligence Mike Going Senior Account Manager 10845 Olive Blvd Suite 260 St. Louis, MO 63141 314-997-6111 m.going@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 14
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Anchor Commercial Services Julie Middleton President 6060 Sunrise Vista Drive Suite 2160 Citrus Heights, CA 95630 800-359-1924 julie@anchorcommercial.com www.anchorcommercial.com |
| 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. |
Booth 15
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Power Steering Unlimited, Inc. Mary Kropp President 145 SW 54th Terrace Cape Coral, FL 33914 210-478-1055 mekropp504@aol.com www.powersteeringunlimited.com |
| Power Steering Unlimited, Inc. is a CDC consulting business started in 2004. Power Steering CEO, Mary Kropp, has over 36 years of experience in commercial finance. After an 18-year career in commercial banking in Michigan, she became the CEO and Executive Director of Enchantment Land CDC in New Mexico in 1997, where she was a two-time winner of the SBA Financial Services Advocate of the Year award and numerous awards for production and innovative marketing during her 8 years at the helm there. Mary left ELCDC to start Power Steering in 2004, where she counts over 100 CDCs, NADCO and CDC attorneys as clients. She is a past 4-term NADCO Board member, holding various roles such as NADCO Vice Chair of Education and External Affairs, a National Servicing & Liquidation Mentor, as well as a NADCO Instructor (courses included: Intro to 504, Loan Packaging, and Basic & Advanced Servicing). She is currently recognized by SBA as one of the most active Independent Loan Reviewers to date in the industry. She combines years of CDC and banking experience, to give her CDC clients a unique and unmatched perspective from Power Steering’s consulting. Ms. Kropp holds a Bachelor’s Degree in Business Administration from Ferris State University in Michigan. She is active in many economic development and banking organizations and still maintains her Home Builder’s License in Michigan. |
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Booths 16-20
Booth 16
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Business Credit Reports, Inc. Debbie Golbach Vice President of Business Development 1645 Nashville Pike Gallatin, TN 37066 615-989-7005 debbie@businesscreditreports.com www.businesscreditreports.com |
| 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 17
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CDC Ventures CDC Small Business Finance Corporation Miriam Voigt Ventures Training & Support Manager 2448 Historic Dacatur Road Suite 200 San Diego, CA 92106 619-243-8619 mvoigt@cdcloans.com www.cdcloans.com/ventures |
| 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:
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Booth 18
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CDC Capital Markets CDC Small Business Finance Corporation Ken Rosenthal Sr Advisor - Lending, Education, Training 2448 Historic Dacatur Road Suite 200 San Diego, CA 92106 858-967-7817 krosenthal@cdcloans.com www.cdccapitalmarkets.com |
Booth 19
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Benchmark Environmental Services, Inc. JC Keville Client Relations Manager P.O. Box 713187 Santee, CA 92072 619-997-2312 JC@benchmarkenv.com www.benchmarkenv.com |
| Benchmark Environmental Services, Inc. (BES) is located in Chicago, Illinois and San Diego, California. Over 22 years, our staff of environmental professionals are committed to providing our client with the best possible value and highest level of Quality Assurance for the services performed. BES performs approximately 750 jobs per year all over the US. Of these jobs, 70% are RSRA, TSA, Phase I Environmental Site Assessments, while the remaining work consist of Phase 2 Subsurface Investigations, Asbestos, and Lead based paint, Underground storage tanks, Soil/Groundwater contamination, Mold Inspections and Mold remediation. BES can provide geotechnical engineering services for commercial and industrial building projects, schools, and roadways. BES provides EDR type reports (RSRA), SBA work, HUD work. We enjoy working with Commercial Bankers, SBA Lenders, CDC’s, and Commercial Real Estate brokers, Private Investors, Developers and Attorneys. |
Booth 20
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CBRE | Valuation & Advisory Services Rhonda B. Anderson, MAI Vice President 3280 Peachtree Road Suite 1400 Atlanta, GA 30305 404-812-5124 Rhonda.Anderson@cbre.com www.cbre.com/Valuation |
| CBRE’s Valuation & Advisory Services provides a range of strategic, analytical and compliance reporting. While our core business centers on market value appraisals, we also leverage our competencies with other CBRE service lines to provide our clients a competitive edge. With coverage throughout the United States and abroad, Valuation & Advisory Services serves virtually every market worldwide with a coordinated single point of contact for all international assignments. The group services all types of real estate, ranging from specialty properties such as hotels, seniors housing and regional malls to commercial properties including office, retail, industrial and multifamily. |
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Booths 21-25
Booth 21
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Mercantile Capital Corporation Shannon D. Marks President & COO 60 North Court Avenue Suite 300 60 North Court Avenue 407-786-5040 shannon.marks@mercantilecc.com www.504experts.com |
| 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 9/30/15 Mercantile has closed 577 loans worth over $1.6 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 22
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Company Coming Soon! Contact Name Title Address State, City Zip Phone website |
Booth 23
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Company Coming Soon! Contact Name Title Address State, City Zip Phone website |
Booth 24
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Company Coming Soon! Contact Name Title Address State, City Zip Phone website |
Booth 25
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Company Coming Soon! Contact Name Title Address State, City Zip Phone website |
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Booths 26-31
Booth 26
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Company Coming Soon! Contact Name Title Address State, City Zip Phone website |
Booth 27
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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 28
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Company Coming Soon! Contact Name Title Address State, City Zip Phone website |
Booth 29
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Company Coming Soon! Contact Name Title Address State, City Zip Phone website |
Booth 30
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Company Coming Soon! Contact Name Title Address State, City Zip Phone website |
Booth 31
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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 |
