Only 3 booths left!
Booths 100-106
Booths 201-206
Booths 301-305
Booths 401-405
Exhibitor List
Booths 100-106
Booths 201-206
Booths 301-305
Booths 401-405
Booths 100-106
Booth 100
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CDC Ventures CDC Small Business Finance Corporation Miriam Voigt Director of Sales & Support 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 101
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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 102
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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 103
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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 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
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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 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
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Company Coming Soon!Contact Name Title Address State, City Zip Phone website |
| Company Description Coming Soon! |
Booth 106
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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. |
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Booths 201-206
Booth 201
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Wells Fargo Christopher Urban Vice President, Central 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 202
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Liberty SBF Alexander Cohen CEO 1500 JFK Boulevard Suite 250 Philadelphia, PA 19102 610-294-5542 ACohen@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 203
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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., 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
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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 205
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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. |
Booth 206
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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. |
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Booths 301-305
Booth 301
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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, 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
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Zions Bank 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 $6 million on all SBA eligible property types. |
Booth 303
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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 304
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Company Coming Soon!Contact Name Title Address State, City Zip Phone website |
| Company Description Coming Soon! |
Booth 305
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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 |
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Booths 401-405
Booth 401
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Anchor Commercial Services Julie Middleton President 6060 Sunrise Vista Drive Suite 2160 Citrus Heights, CA 95610 916-962-7500 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. In May an upgraded payment tracking system was released for lenders that have their own funds to lend. |
Booth 402
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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 403
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Alliant Americas | Alliant Insurance Services Barry Peters Executive Vice President 6550 Rock Spring Drive Bethesda, MD 20817 301-263-6630 Barry.Peters@alliant.com www.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 404
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Company Coming Soon!Contact Name Title Address State, City Zip Phone website |
| Company Description Coming Soon! |
Booth 405
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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. |
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