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 every industry. 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: www.liveoakbank.com/sba-loan-experts/
Mark A. Pompeo
Senior Vice President – Small Business Lending
Phone (cell/office): (704) 618-6540
E-Mail:
Website: www.liveoakbank.com/sba-loan-experts/
Blake Cranor
VP – Small Business Lending
Phone (cell/office): (704) 519-6541
E-Mail:
Alex Goss
VP – Small Business Lending
Phone (cell/office): (860) 309-8479
E-Mail:
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 every industry. 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: www.liveoakbank.com/sba-loan-experts/
Mark A. Pompeo
Senior Vice President – Small Business Lending
Phone (cell/office): (704) 618-6540
E-Mail:
Website: www.liveoakbank.com/sba-loan-experts/
Blake Cranor
VP – Small Business Lending
Phone (cell/office): (704) 519-6541
E-Mail:
Alex Goss
VP – Small Business Lending
Phone (cell/office): (860) 309-8479
E-Mail:
Diamond Sponsors
First National Bank
First National Bank Small Business Finance is an industry leader when it comes to funding small businesses in the greater mid-Atlantic region. Our dedicated team of Business Development Officers have many years of experience in SBA lending.
They know the process inside and out, so they are able to customize every loan structure to fit the exact needs of their clients. Each BDO takes the time to learn about the business and becomes a champion for their client from the application process to closing and beyond. FNB Small Business Finance specializes in Business Acquisitions, Professional Lending Solutions, Owner-Occupied Commercial Real Estate Purchases, Franchise Start-Ups, Debt Refinance, and more!
First National Bank
14241 Midlothian Turnpike #233 Midlothian, VA 23113
Mark Moreno
VP, Senior Business Development Officer
Office: (704) 246-7886
Cell: (704) 600-7758
E-Mail:
Website: www.fnbsmallbusiness.com/mmoreno
Linkedin: www.linkedin.com/in/mark-moreno-098b63193/
Michael Byers
VP, Senior Business Development Officer
Cell: (919) 272-4285
E-Mail:
Website:www.fnbsmallbusiness.com/mbyers
Linkedin:www.linkedin.com/in/michaelbyers1/
Dennis Wagner
VP, Senior Business Development Officer
Cell: (540) 850-7799
E-Mail:
Website: www.fnbsmallbusiness.com/dwagner
Linkedin:www.linkedin.com/in/denniswagnersba/
First National Bank
First National Bank Small Business Finance is an industry leader when it comes to funding small businesses in the greater mid-Atlantic region. Our dedicated team of Business Development Officers have many years of experience in SBA lending.
They know the process inside and out, so they are able to customize every loan structure to fit the exact needs of their clients. Each BDO takes the time to learn about the business and becomes a champion for their client from the application process to closing and beyond. FNB Small Business Finance specializes in Business Acquisitions, Professional Lending Solutions, Owner-Occupied Commercial Real Estate Purchases, Franchise Start-Ups, Debt Refinance, and more!
First National Bank
14241 Midlothian Turnpike #233 Midlothian, VA 23113
Mark Moreno
VP, Senior Business Development Officer
Office: (704) 246-7886
Cell: (704) 600-7758
E-Mail:
Website: www.fnbsmallbusiness.com/mmoreno
Linkedin: www.linkedin.com/in/mark-moreno-098b63193/
Michael Byers
VP, Senior Business Development Officer
Cell: (919) 272-4285
E-Mail:
Website:www.fnbsmallbusiness.com/mbyers
Linkedin:www.linkedin.com/in/michaelbyers1/
Dennis Wagner
VP, Senior Business Development Officer
Cell: (540) 850-7799
E-Mail:
Website: www.fnbsmallbusiness.com/dwagner
Linkedin:www.linkedin.com/in/denniswagnersba/
Outflow, LP
OutFlow is a deal sourcing and lead generation firm for M&A professionals, helping them fill their pipeline and close more deals.
We provide a platform and services to secure meetings and appointments with your ideal prospects, so that way, you’re focused on doing what you do best. Closing deals.
To achieve this, we have a 3-step process:
1) We formulate hyper-targeted campaigns tailored precisely to your ideal target markets.
2) Once crafted, we skillfully reach out to these prospects, generating keen interest in engaging in meaningful conversations.
3) Subsequently, we seamlessly hand over the reins, delivering the meetings, appointments, and conversations directly to you.
Our mission is simple: Help you close deals, save time, and eliminate labor.
Outflow, LP
500 S. 8th Street, Boise, ID 83702
Matt Currie
CEO & Co-Founder
E-Mail:
Website: Outflow.Agency
Outflow, LP
OutFlow is a deal sourcing and lead generation firm for M&A professionals, helping them fill their pipeline and close more deals.
We provide a platform and services to secure meetings and appointments with your ideal prospects, so that way, you’re focused on doing what you do best. Closing deals.
To achieve this, we have a 3-step process:
1) We formulate hyper-targeted campaigns tailored precisely to your ideal target markets.
2) Once crafted, we skillfully reach out to these prospects, generating keen interest in engaging in meaningful conversations.
3) Subsequently, we seamlessly hand over the reins, delivering the meetings, appointments, and conversations directly to you.
Our mission is simple: Help you close deals, save time, and eliminate labor.
Outflow, LP
500 S. 8th Street, Boise, ID 83702
Matt Currie
CEO & Co-Founder
E-Mail:
Website: Outflow.Agency
Gold Sponsors
The Bancorp
The Bancorp Small Business Lending is a champion for small businesses, helping them find the financing they need to succeed. We’re a National Preferred Small Business Administration (SBA) Lender offering SBA 7(a) and 504 loans to finance a variety of business needs: buying a competitor, supplementing working capital, refinancing debt, buying real estate, purchasing equipment or inventory, and more. With our 20 years of lending experience and multi-industry expertise, we can tailor a loan to meet your clients’ business goals.
We’re a national lender with a local footprint. No matter your clients’ location, they’ll receive dedicated support from one of our Small Business Lending specialists from application through funding and beyond. Our goal is to become a trusted advisor to our small business partners, building long-term relationships and in-depth knowledge of their business and vision. No matter your clients’ needs, The Bancorp can help them get growing.
The Bancorp
2101 Gateway Centre Boulevard, Ste. 100
Morrisville, NC 27560
Nichole Campany
Business Development Officer
Office Phone: (919) 355-0866
Cell Phone: (919) 522-7485
E-Mail:
Website: www.smallbizlending.thebancorp.com
Linkedin: www.linkedin.com/company/the-bancorp/
The Bancorp
The Bancorp Small Business Lending is a champion for small businesses, helping them find the financing they need to succeed. We’re a National Preferred Small Business Administration (SBA) Lender offering SBA 7(a) and 504 loans to finance a variety of business needs: buying a competitor, supplementing working capital, refinancing debt, buying real estate, purchasing equipment or inventory, and more. With our 20 years of lending experience and multi-industry expertise, we can tailor a loan to meet your clients’ business goals.
We’re a national lender with a local footprint. No matter your clients’ location, they’ll receive dedicated support from one of our Small Business Lending specialists from application through funding and beyond. Our goal is to become a trusted advisor to our small business partners, building long-term relationships and in-depth knowledge of their business and vision. No matter your clients’ needs, The Bancorp can help them get growing.
The Bancorp
2101 Gateway Centre Boulevard, Ste. 100
Morrisville, NC 27560
Nichole Campany
Business Development Officer
Office Phone: (919) 355-0866
Cell Phone: (919) 522-7485
E-Mail:
Website: www.smallbizlending.thebancorp.com
Linkedin: www.linkedin.com/company/the-bancorp/
Customers Bank
Customers Bank, a subsidiary of Customers Bancorp, Inc. (NYSE: CUBI) a bank holding company, is a full-service, tech-forward bank with assets of approximately $19.2 billion on March 31, 2022. A member of the Federal Reserve System with deposits insured by the Federal Deposit Insurance Corporation, Customers Bank is an equal opportunity lender that provides a range of banking and lending services to small and medium-sized businesses, professionals, individuals, and families.
Customers Bank was one of the top Paycheck Protection Program lenders in the nation participating in more than 350,000 loans with an aggregate value over $10 billion. Customers Bank is one of the nation’s top 100 SBA 7(a) lenders. Additional information can be found on the company’s website, www.customersbank.com.
Robert Wardell
Vice President SBA/Government Guaranteed Lending
Customers Bank Mobile: (704) 458-3255
E-Mail:
Website: www.customersbank.com
Customers Bank
Customers Bank, a subsidiary of Customers Bancorp, Inc. (NYSE: CUBI) a bank holding company, is a full-service, tech-forward bank with assets of approximately $19.2 billion on March 31, 2022. A member of the Federal Reserve System with deposits insured by the Federal Deposit Insurance Corporation, Customers Bank is an equal opportunity lender that provides a range of banking and lending services to small and medium-sized businesses, professionals, individuals, and families.
Customers Bank was one of the top Paycheck Protection Program lenders in the nation participating in more than 350,000 loans with an aggregate value over $10 billion. Customers Bank is one of the nation’s top 100 SBA 7(a) lenders. Additional information can be found on the company’s website, www.customersbank.com.
Robert Wardell
Vice President SBA/Government Guaranteed Lending
Customers Bank Mobile: (704) 458-3255
E-Mail:
Website: www.customersbank.com
Deal Studio
Deal Studio is the ultimate one-stop platform for business intermediaries that automates, accelerates, and elevates deal making. We do this by bringing together best-in-class technology, cutting edge tools, industry content, four generations of industry knowledge, a team of experts, and a passion to advance the profession.
The platform is made up of nine tightly integrated components that provide our clients a complete platform for optimal business operations. It’s called Deal Studio, and we can’t wait to show you what our platform can do for you!
Ron West
Owner and Team Leader
Phone: (800) 239-5085
E-Mail:
Website: www.deal-studio.com
Linkedin: www.linkedin.com/company/dealstudio
Twitter: www.twitter.com/dealstudiobbp
Facebook: www.facebook.com/dealstudiobbp/
Deal Studio
Deal Studio is the ultimate one-stop platform for business intermediaries that automates, accelerates, and elevates deal making. We do this by bringing together best-in-class technology, cutting edge tools, industry content, four generations of industry knowledge, a team of experts, and a passion to advance the profession.
The platform is made up of nine tightly integrated components that provide our clients a complete platform for optimal business operations. It’s called Deal Studio, and we can’t wait to show you what our platform can do for you!
Ron West
Owner and Team Leader
Phone: (800) 239-5085
E-Mail:
Website: www.deal-studio.com
Linkedin: www.linkedin.com/company/dealstudio
Twitter: www.twitter.com/dealstudiobbp
Facebook: www.facebook.com/dealstudiobbp/
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 and Virginia. The bank also serves clients coast to coast through its specialty banking services including 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 SouthStateBank.com/SBA.
Greenville, SC 29601
Website: South State Bank
Ellie M. McIntire
Charlotte, NC 28211
Chad Keefer
Laura Kepley
VP, SBA Relationship Manager
Cell: 704-575-0075
Email:
Website: SouthState Bank/SBA
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 and Virginia. The bank also serves clients coast to coast through its specialty banking services including 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 SouthStateBank.com/SBA.
Greenville, SC 29601
Website: South State Bank
Ellie M. McIntire
Charlotte, NC 28211
Chad Keefer
Laura Kepley
VP, SBA Relationship Manager
Cell: 704-575-0075
Email:
Website: SouthState Bank/SBA
Silver Sponsors
Acclivity Financial
Acclivity Financial, a subsidiary of Citizens Bank, is a nationwide small business lender that specializes in government-guaranteed loans offered through the U.S. Small Business Administration (SBA) and the U.S. Department of Agriculture (USDA). Acclivity Financial was created to support Citizens Bank’s commitment to serving small & rural businesses, both of which are vitally important to our national economy and even more so to our local communities. Acclivity Financial’s primary focus is extending credit to these businesses, traditionally underserved by financial institutions, through Citizens Bank’s participation in the SBA 7(a) and USDA Business & Industry (B&I) loan programs. As an SBA-preferred Lender, Citizens Bank, through its dedicated small business lending team at Acclivity Financial, has become one of the top SBA lenders in the nation.
Anil James
Senior Vice President
Raleigh, NC
Phone: (919) 264 8988
Email:
Web: www.acclivityfinancial.com
Acclivity Financial
Acclivity Financial, a subsidiary of Citizens Bank, is a nationwide small business lender that specializes in government-guaranteed loans offered through the U.S. Small Business Administration (SBA) and the U.S. Department of Agriculture (USDA). Acclivity Financial was created to support Citizens Bank’s commitment to serving small & rural businesses, both of which are vitally important to our national economy and even more so to our local communities. Acclivity Financial’s primary focus is extending credit to these businesses, traditionally underserved by financial institutions, through Citizens Bank’s participation in the SBA 7(a) and USDA Business & Industry (B&I) loan programs. As an SBA-preferred Lender, Citizens Bank, through its dedicated small business lending team at Acclivity Financial, has become one of the top SBA lenders in the nation.
Anil James
Senior Vice President
Raleigh, NC
Phone: (919) 264 8988
Email:
Web: www.acclivityfinancial.com
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: (252) 229-6555
Email:
Bank of Oak Ridge
Contact Us: 336.644.9944
Website: bankofoakridge.com
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: (252) 229-6555
Email:
Bank of Oak Ridge
Contact Us: 336.644.9944
Website: bankofoakridge.com
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 other service. We have an inventory of over 65,000 businesses for sale and more than 3 million monthly visits. Also, we have one of the largest databases of for-sale and sold comparables, as well as a leading franchise directory.
Our Business for Sale network is a product line of CoStar Group and circulated through the LoopNet Business for Sale section, BizQuest, and 100+ online Business for Sale Publications. We have dedicated account managers that assist you with lead generation. Please reach out to Lanayah McCullouch for assistance.
Lanayah McCullouch
Regional Account Manager, Broker Accounts
Co-Chair CoStar Group Builds RVA
501 S. 5th Street
Richmond, VA 23219
Office: (804) 956-0720
Cell: (804) 221-7784
Email:
Website: bizbuysell
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 other service. We have an inventory of over 65,000 businesses for sale and more than 3 million monthly visits. Also, we have one of the largest databases of for-sale and sold comparables, as well as a leading franchise directory.
Our Business for Sale network is a product line of CoStar Group and circulated through the LoopNet Business for Sale section, BizQuest, and 100+ online Business for Sale Publications. We have dedicated account managers that assist you with lead generation. Please reach out to Lanayah McCullouch for assistance.
Lanayah McCullouch
Regional Account Manager, Broker Accounts
Co-Chair CoStar Group Builds RVA
501 S. 5th Street
Richmond, VA 23219
Office: (804) 956-0720
Cell: (804) 221-7784
Email:
Website: bizbuysell
Davis Business Appraisers
Roland Davis is President of Davis Business Appraisers, a Hampton Roads Mergers & Acquisition firm performing brokerage, business valuations, and machinery & equipment appraisals. His unique combination of business valuation and machinery & equipment appraisal expertise allows him to offer innovative solutions to difficult valuation and acquisition issues. Roland’s experience spans 17 years with numerous distinctions. The highest is Mergers and Acquisition Master Intermediary awarded by the International Business Brokers Association. In 2023, he was recognized by both professional associations with their Platinum award as one of the top 15 intermediaries in the country.
He is a former Division President with Landmark Communications, CEO and owner of Executive Productivity Systems, Inc., and Vistage Chair. He serves on the Board of the American Business Appraisers National Network. Roland resides in Chesapeake, Virginia has served on the Chesapeake City Council, Chesapeake Economic Development Authority, HRPDC, President of the Chesapeake Rotary, Board of Directors for Chesapeake Regional Medical Center, and is an Eagle Scout.
Roland Davis, M&AMI, BCA, CMEA, SBA
President, Davis Business Appraisers
Cell: (757) 652-8417
Phone: (757)410-3851
Email:
Website: dbavalue.com
Davis Business Appraisers
Roland Davis is President of Davis Business Appraisers, a Hampton Roads Mergers & Acquisition firm performing brokerage, business valuations, and machinery & equipment appraisals. His unique combination of business valuation and machinery & equipment appraisal expertise allows him to offer innovative solutions to difficult valuation and acquisition issues. Roland’s experience spans 17 years with numerous distinctions. The highest is Mergers and Acquisition Master Intermediary awarded by the International Business Brokers Association. In 2023, he was recognized by both professional associations with their Platinum award as one of the top 15 intermediaries in the country.
He is a former Division President with Landmark Communications, CEO and owner of Executive Productivity Systems, Inc., and Vistage Chair. He serves on the Board of the American Business Appraisers National Network. Roland resides in Chesapeake, Virginia has served on the Chesapeake City Council, Chesapeake Economic Development Authority, HRPDC, President of the Chesapeake Rotary, Board of Directors for Chesapeake Regional Medical Center, and is an Eagle Scout.
Roland Davis, M&AMI, BCA, CMEA, SBA
President, Davis Business Appraisers
Cell: (757) 652-8417
Phone: (757)410-3851
Email:
Website: dbavalue.com
Diamond Financial Services
Headquartered in Raleigh, NC, Diamond Financial has become the nation’s leading source for business and commercial loans from $350,000 to $10 million. There are never any upfront fees and no charge for pre-qualification letters. With over 84% of business loans initially declined due to presentation, it’s important to have the experts on your side. Contact the Diamond representative in your area today!
“Our mission is to remain the recognized leader in customized financial business solutions, assembling only the top level experts and lending sources throughout the country achieved by delivering competitive, honest and ethical client results.”
Steven Mariani
President
Diamond Financial Services
Direct Dial: (919) 376-2922
Office: (919) 782-3101
Fax: (919) 782-9882
E-mail:
Website: www.DiamondFS.com
Diamond Financial Services
Headquartered in Raleigh, NC, Diamond Financial has become the nation’s leading source for business and commercial loans from $350,000 to $10 million. There are never any upfront fees and no charge for pre-qualification letters. With over 84% of business loans initially declined due to presentation, it’s important to have the experts on your side. Contact the Diamond representative in your area today!
“Our mission is to remain the recognized leader in customized financial business solutions, assembling only the top level experts and lending sources throughout the country achieved by delivering competitive, honest and ethical client results.”
Steven Mariani
President
Diamond Financial Services
Direct Dial: (919) 376-2922
Office: (919) 782-3101
Fax: (919) 782-9882
E-mail:
Website: www.DiamondFS.com
Dogwood State Bank Small Business Lending
Dogwood State Bank Small Business Lending, headquartered in Raleigh, North Carolina, provides sound financing solutions to small businesses across the nation. Our leading SBA team has decades of combined SBA experience that they use to meet various business needs such as business acquisitions, expansions, commercial real estate ventures, and much more.
We offer a comprehensive suite of SBA products, including the SBA 7(a) and SBA 504 loans to help small business owners in a variety of industries achieve the financing necessary to bring their dreams to life. With a commitment to personalized service and tailored lending solutions, Dogwood State Bank Small Business Lending empowers small businesses to thrive and make their entrepreneurial goals a reality.
Scott Birkner
VP, Business Lending Specialist
Phone: (704) 564-5940
Email:
LinkedIn: www.linkedin.com/in/sbirkner/
Website: www.dogwoodstatesbl.com
Dogwood State Bank
5401 Six Forks Road, Suite 200
Raleigh, NC 27609
Dogwood State Bank Small Business Lending
Dogwood State Bank Small Business Lending, headquartered in Raleigh, North Carolina, provides sound financing solutions to small businesses across the nation. Our leading SBA team has decades of combined SBA experience that they use to meet various business needs such as business acquisitions, expansions, commercial real estate ventures, and much more.
We offer a comprehensive suite of SBA products, including the SBA 7(a) and SBA 504 loans to help small business owners in a variety of industries achieve the financing necessary to bring their dreams to life. With a commitment to personalized service and tailored lending solutions, Dogwood State Bank Small Business Lending empowers small businesses to thrive and make their entrepreneurial goals a reality.
Scott Birkner
VP, Business Lending Specialist
Phone: (704) 564-5940
Email:
LinkedIn: www.linkedin.com/in/sbirkner/
Website: www.dogwoodstatesbl.com
Dogwood State Bank
5401 Six Forks Road, Suite 200
Raleigh, NC 27609
Hopler, Wilms, & Hanna, PLLC
Peter Hanna is a Managing Partner with Hopler, Wilms, & Hanna, PLLC, 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
Phone: (919) 244-2019
Email:
Web: www.hoplerwilms.com
Hopler, Wilms, & Hanna, PLLC
2314 South Miami Blvd, Ste 151
Durham, NC 27703
Hopler, Wilms, & Hanna, PLLC
Peter Hanna is a Managing Partner with Hopler, Wilms, & Hanna, PLLC, 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
Phone: (919) 244-2019
Email:
Web: www.hoplerwilms.com
Hopler, Wilms, & Hanna, PLLC
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
Office: (980) 359-1153
Cell: (803) 984-4121
Website: Pinnacle Financial Partners
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
Office: (980) 359-1153
Cell: (803) 984-4121
Website: Pinnacle Financial Partners