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 most industries. 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.
Live Oak Bank
1741 Tiburon Drive Wilmington, NC 28403 (offices in Charlotte)
Website
Mark A. Pompeo
Senior Vice President – Small Business Lending
Phone (cell/office)
E-Mail
Website
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PLG Law
PLG Law works with business brokers across the southeast, and we get deals closed. Partners Tad Cook and Lisa Crandall are seasoned legal M&A experts who know how to handle complex deals and find solutions to get to closing. We have a strong legal team that works together to provide the highest level of service to our clients while making sure to provide personal attention.
Charlotte
223 East Blvd Charlotte, NC 28203
Asheville
2A Herman Ave ext. Asheville, NC 28803
Tampa Bay
3684 Tampa Rd Suite 2 Oldsmar, FL 34677
Jacksonville 13475 Atlantic Blvd #8 Jacksonville, FL 32225
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Banesco USA
Banesco USA delivers government-backed lending programs designed to accelerate business growth. Catering to entrepreneurs and brokers, our specialized credit officers provide the strategic guidance necessary to navigate complex transactions—including business expansion, equity buy-ins, and asset acquisitions. By leveraging local decision-makers who possess deep market insights, we ensure a streamlined, responsive underwriting process.
Our team excels at optimizing project cash flow through tailored financial engineering. By deploying competitive SBA 7(a) and USDA packages for long-term stability, we align our capital solutions with your broader operational objectives.
Christine Kiriloff
VP, SBA Business Development Officer
Corporate Banking
Huntington Bank
For years, small businesses have relied on Huntington—through both prosperous times and challenging ones. Fifteen years ago, we were named the #1 SBA lender in our region†, and we are proud to have earned that distinction every year since.
As our customers have grown, so have we. Today, Huntington is the #1 SBA 7(a) lender in the nation by number of loans†—a position we have held for six consecutive years. What matters most to us is helping entrepreneurs start, grow, and succeed. Our commitment to small business is not just rooted in our history—it drives our future. We are excited to continue supporting businesses of all sizes as they grow and thrive.
Robert Lightner
VP – Senior Regional Banking Relationship Manager
Phone (Cell)
Email
Anthony Velez
VP – SBA Senior Business Development Officer
Phone (Cell)
Email
Melissa Yorko
VP – SBA Senior Business Development Officer
Phone (Cell)
Email
Ellie Kauffman
AVP – SBA Business Development Officer
Phone (Cell)
Email
Erica Parks
AVP – SBA Business Development Officer
Phone (Cell)
Email
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Deal Studio
Deal Studio is a comprehensive, all-in-one CRM and marketing platform designed specifically for business brokers. It streamlines every stage of the deal-making process by capturing leads, nurturing client relationships, and closing deals. The platform centralizes communication, automates routine tasks, and manages pipelines from start to finish.
Brokers can integrate emails, SMS, social media messages, web chats, appointments, NDAs, and more into a single system, allowing them to focus on closing deals rather than chasing after information. We can’t wait to show you what our platform can do for you!
Ron West
Owner and Team Leader
Phone
E-Mail
Website
Linkedin
Twitter
Facebook
Exit Factor
It is estimated that 80% of businesses listed for sale never sell. Exit Factor clients, however, boast a near-100% success rate.
As exit strategists, we specialize in helping companies grow their business value. Most of the clients with whom we work are years away from selling or transitioning their business, but want to ensure success when they do. On average, our clients increase their profitability 25% and business value by 56% in just one year.
Wondering what your business is worth or how to boost its value for a future exit? Exit Factor’s proprietary Business Assessment evaluates your company, identifies growth opportunities, and delivers a tailored roadmap to enhance profitability and marketability. Our Exit Planning & Support Services go beyond advice, partnering with you to maximize value and ensure a seamless, profitable exit.
Gain clarity and confidence to build a sellable asset today!
Exit Factor of Raleigh-Durham (serving the Carolinas and beyond)
4801 Glenwood Avenue, Suite 200, Raleigh, NC 27612
Office
Exit Factor Website
Brent Roberts
Managing Partner
Cell
E-Mail
Fidelity Bank
Fidelity Bank was founded in 1909 and is headquartered in Fuquay-Varina, North Carolina. The bank serves 55 locations across North Carolina, South Carolina, and Virginia and has approximately $4.4 billion in assets. For over 116 years, Fidelity Bank has remained independent, sound, and profitable, building lasting relationships with customers that often span generations. Fidelity Bank and its associates are committed to delivering exceptional service and personalized financial solutions to help customers achieve their goals. The bank has earned a 5-star “Superior” Bank rating from BauerFinancial and has been recognized as a top-performing community bank for several consecutive years.
Fidelity Bank’s SBA Lending division is a U.S. Small Business Administration Preferred Lender. Its national team of lenders brings over 350 years of combined experience. Additional information is available at fidelitybanknc.com/sba-lending.
Michael Byers
Director of SBA Sales, SVP
8374 Six Forks Rd | St. 203 | Raleigh, NC 27615
First National Bank
First National Bank Small Business Finance is an industry leader in SBA financing, lending in 31 states throughout the eastern, southeastern, and midwestern US. Our dedicated team of Business Development Officers and Operations Staff have many decades of experience in SBA Lending. First National Bank of Pennsylvania, headquartered in Pittsburgh, PA, is a 165-year-old bank with almost $50BB in assets, a strong balance sheet, and liquidity (NYSE: FNB). We’re growing, here to stay, making loans every day in all economic cycles.
We know the SBA process and rules inside and out, which enables us to customize every loan structure to fit the needs of our clients and get the deals done! FNB SBF is recognized as a Preferred Lender with SBA. We take the time to learn about both the business and the buyer to champion the deal from application to closing and beyond. FNB Small Business Finance specializes in Business Acquisitions and Partner Buyouts – including partial buyouts that are now SBA-eligible. Over 60% of all the loans we make are for these purposes. Our financial strength means we offer every borrower a variety of rate structures including Quarterly Variable, Three or Five-year Fixed, and even a Ten Year Fixed Rate for business acquisitions! Credit decisions normally in ten business days or less.
First National Bank
401S. Graham Street, Suite 1600, Charlotte, NC 28202
(offices also in Richmond, Raleigh, Atlanta, Florida, Maryland, Pennsylvania, Boston, Ohio, Illinois, and Texas)
Mark Moreno
VP, Senior Business Development Officer
Office
Cell
E-Mail
Website
Chuck Riker
VP, Senior Business Development Officer
Cell
E-Mail
Website
Linkedin
Truliant SBA Lending
Truliant is a preferred SBA 7(a) lender offering business acquisition and owner-occupied commercial/industrial real estate financing up to $5,000,000 nationwide. Our dedicated team of specialists help brokers get transactions to the closing table, without all the drama. Truliant Federal Credit Union is a $5.5 billion institution based in Winston-Salem, NC with SBA team members throughout North Carolina, South Carolina, and Virginia.
Truliant SBA Lending
3200 Truliant Way
Winston-Salem, NC 27103
Scott Jones
SBA Business Development Officer
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Bank of Oak Ridge
Established in 2000, Bank of Oak Ridge is an employee-owned community bank dedicated to delivering Spectacularly Local banking. We help premier businesses, and their owners, succeed by providing real estate and equipment financing, working capital, merger and acquisition financing, as well as cash management solutions. We are also proud to offer SBA loan options and to have been ranked #4 out of 106 SBA 7a lenders in SBA’s North Carolina District office based on total year to-date loan approvals through July 21, 2023. Whether you want to start a business, need cash flow, or are positioning your business for growth, our local decision makers can provide you with a personalized approach to financing.
Andrew Wheeler
Senior Vice President, Director of SBA Lending
Cell
Email
BizBuySell
BizBuySell is the Internet’s largest and most heavily trafficked business-for-sale marketplace, with more business-for-sale listings, more unique users, and more search activity than any similar service. We have an inventory of over 65,000 businesses for sale, one of the largest databases of for-sale and sold comparables, as well as a leading franchise directory.
Market your listings on BizBuySell for instant exposure across our entire network of sites: BizBuySell and BizQuest, the #1 and #2 business for sale marketplaces, LoopNet, the #1 commercial real estate marketplace, and our national media partners. BizBuySell is a division of the CoStar Group, a leading provider of commercial and residential real estate information, analytics, and online marketplaces. Please reach out to Madison Kopecky, your account manager who can assist you with lead generation.
Madison Kopecky
Account Representative, Broker Accounts
901 Semmes Avenue
Richmond, VA 23224
Capital Bank
Capital Bank, N.A., headquartered in Maryland, is a business-focused financial institution that supports entrepreneurs and small business owners through SBA lending solutions designed to make growth capital more accessible. As a Preferred SBA Lender, Capital Bank offers a streamlined path to SBA financing, focusing on SBA 7(a) with financing available for working capital, debt refinancing, equipment purchases, real estate, business acquisitions, and expansion needs. With a dedicated team of SBA lending specialists and a technology-enabled application process, Capital Bank combines the personalized service of a community bank with the reach and efficiency needed to serve businesses nationwide. Its SBA platform is built to help qualified business owners access competitive terms, longer repayment options, flexible use of proceeds, and a more efficient loan experience from application through funding.
SBA Loans | Learn About Your Small Business Financing Options
Dogwood State Bank, A Division of TowneBank Small Business Lending
Dogwood State Bank, A Division of TowneBank Small Business Lending, headquartered in Raleigh, North Carolina, provides strategic financing solutions to small businesses nationwide. Our experienced SBA lending team specializes in supporting business acquisitions, helping entrepreneurs secure the capital needed to purchase, transition, and grow successful businesses. With decades of combined SBA expertise, we understand the unique needs and timelines involved in acquisition financing and work closely with buyers and referral partners throughout the process.
We offer a full range of SBA lending solutions, including SBA 7(a) loans, designed to support business acquisitions, partner buyouts, working capital needs, expansions, and owner-occupied commercial real estate projects. With a commitment to responsive service, streamlined execution, and customized lending solutions, Dogwood State Bank, A Division of TowneBank Small Business Lending empowers small business owners to confidently navigate acquisitions and achieve long-term success.
Scott Birkner
SBA Lending Specialist
Phone
Email
LinkedIn
Website
Dennis Wagner
SBA Lending Specialist
Phone
Email
LinkedIn
Website
Dogwood State Bank, A Division of TowneBank Small Business Lending
10130 Mallard Creek Road, Building 2, Suite 232
Charlotte, NC 28262
First Bank
We believe our customers are meant to achieve financial independence, to prosper, and to pursue the passions that drive their dreams.
First Bank meets your passion with award-winning financial solutions and support from local teams. We give you the individual attention you deserve and empower you to reach your financial goals. It’s uncompromising excellence in a remarkably personal package.
Kameron Nance
VP, GGL Business Development Officer
4201 Congress Street | Charlotte, NC 28210
Kameron Nance | SBA Expert | First Bank
Cell
Email
Hopler Hanna
Peter Hanna is a Managing Partner with Hopler Hanna, a Corporate, Estate Litigation, and Estate Planning law firm, headquartered in Durham, North Carolina. The Corporate Division of the Firm works with main street businesses to provide corporate, transactional, and employment counsel. With almost two decades of experience, Peter has served clients in the mergers and acquisitions field in a wide array of industries.
Peter Hanna
Managing Partner
Hopler Hanna – Attorneys & Counselors at Law
2314 South Miami Blvd, Ste 151
Durham, NC 27703
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
SouthState Bank
SouthState Corporation (NASDAQ: SSB) is a financial services company headquartered in Winter Haven, Florida. SouthState Bank, N.A., the company’s nationally chartered bank subsidiary, provides consumer, commercial, mortgage, and wealth management solutions to more than one million customers throughout Florida, Alabama, Georgia, the Carolinas, Virginia, Texas, and Colorado. The bank also serves clients coast to coast through its specialty banking services, including SBA lending, payments technology, private capital solutions, franchise finance, and correspondent banking divisions.
SouthState Bank proudly offers specialized lending programs through the U.S. Small Business Administration (SBA) to help small business owners achieve their goals. SouthState is one of the leading regional banks in the southeast. With a national charter and Preferred Lender status, our seasoned in-house team is solely focused on providing SBA financing to entrepreneurs across the country. To learn more, visit our website.
Chet Schultz
Vice President, SBA Relationship Manager
901 E. Cary Street, Suite 201
Richmond, VA 23219
Cell
Email
Website
Ellie McIntire
FVP, SBA Relationship Manager
Charlotte, NC
Cell
Email
Website
Laura Kepley
FVP, SBA Relationship Manager
North Carolina
Cell
Email
Website
United Community
United Community is a relationship-focused bank headquartered in Greenville, South Carolina, serving businesses and communities across the Southeast. United works closely with business owners, investors, and professionals to provide banking and financing solutions that support growth at every stage. From commercial lending and treasury management to wealth management and day-to-day banking services, the focus is on understanding each client’s goals and delivering practical financial solutions.
United SBA helps entrepreneurs nationwide secure financing for business acquisitions, commercial real estate purchases, partner buyouts, expansion projects, equipment purchases, and working capital needs. As an SBA Preferred Lender, United combines the flexibility of SBA financing with an experienced team that understands how to structure transactions efficiently and navigate complex deals. United SBA is committed to providing responsive service, clear communication, and a straightforward lending experience for both borrowers and referral partners from initial conversations through closing.
Nate Banchiere
Senior Vice President – SBA Business Development Officer
Matt Williams
Senior Vice President – SBA Sales Team Lead
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GBank
GBank (the “Bank”) is a wholly owned subsidiary of GBank Financial Holdings Inc., a bank holding company. Founded in 2007, the Bank operates two full-service commercial branches in Las Vegas, Nevada, with primary lending activities focused on engaging clients in Nevada, California, Utah, and Arizona. GBank has key businesses in three prominent divisions: SBA Lending, Gaming FinTech, and Commercial Lending. The Bank conducts business nationally through its SBA lending activities (ranked 10th in the nation by the U.S. Small Business Administration for SBA 7(a) dollar loan volume through August 29, 2024) and its BankCard Services, LLC (“BCS”) partnership. Launched in 2016, its Gaming FinTech Division, through its contract with BCS, is empowering Sightline Payments Play+ Solution (Sightline Payments) for seamless and secure pay-and-play that is enabling cashless, mobile commerce solutions for gaming, lottery, and sports betting ecosystems – positioning the Bank as a financial leader in this new payments world. The Bank also provides general commercial banking services emphasizing serving the needs of small and medium-sized businesses, professionals, and investors. The Bank offers a full complement of consumer deposit products and is focused on delivering a premium level of service. GBank has been recognized every year for the past six years by S&P Capital IQ in its Top 100 Best-Performing Community Banks. For more information about GBank, please visit its website at www.g.bank. The Company’s Common Stock is quoted on the US OTCQX Market under the symbol GBFH.
Robert Wardell
VP/Business Development Officer (Based in Charlotte NC)
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Banesco USA
Banesco USA delivers government-backed lending programs designed to accelerate business growth. Catering to entrepreneurs and brokers, our specialized credit officers provide the strategic guidance necessary to navigate complex transactions—including business expansion, equity buy-ins, and asset acquisitions. By leveraging local decision-makers who possess deep market insights, we ensure a streamlined, responsive underwriting process.
Our team excels at optimizing project cash flow through tailored financial engineering. By deploying competitive SBA 7(a) and USDA packages for long-term stability, we align our capital solutions with your broader operational objectives.
Christine Kiriloff
VP, SBA Business Development Officer
Corporate Banking
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Cool Life
Cool Life provides cutting-edge CRM and Virtual Data Room (VDR) solutions designed to streamline business operations through a comprehensive suite of tools that enhance data security. Specializing in M&A, business brokers, and other industries, Cool Life empowers companies with seamless data management, secure file sharing, communication and marketing tools, and advanced customer relationship capabilities. Known for its reliability and user-friendly interface, Cool Life is dedicated to helping organizations thrive in today’s fast-paced digital landscape.
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Banesco USA
Banesco USA delivers government-backed lending programs designed to accelerate business growth. Catering to entrepreneurs and brokers, our specialized credit officers provide the strategic guidance necessary to navigate complex transactions—including business expansion, equity buy-ins, and asset acquisitions. By leveraging local decision-makers who possess deep market insights, we ensure a streamlined, responsive underwriting process.
Our team excels at optimizing project cash flow through tailored financial engineering. By deploying competitive SBA 7(a) and USDA packages for long-term stability, we align our capital solutions with your broader operational objectives.
Christine Kiriloff
VP, SBA Business Development Officer
Corporate Banking