About Us

Unlike loan brokers, we are choosy about our clients. We defer on financing engagements unless we believe we can succeed.

 

Although we are not able to help some applicants, we are able to provide them valuable feedback to improve their chances of success with our "Assessment". Many of our clients are referred to us by bank Special Assets Officers. Others are referred by banks who would like to retain an applicant’s depository relationship but are not attracted to the credit profile.

Who are our sources:

Mostly private niche finance companies who do not advertise on TV or in the newspapers. Many of our numerous sources have been known to us in the market for decades. In addition, we are constantly soliciting and culling new potential pockets of capital for our clients. Each company’s needs are unique and we choose from many financing techniques to structure a solution. It’s a custom approach, not a one size fits all.

Our client applicants include:

Manufacturers, distributors, business service companies, importers and exporters with annual revenues of at least $1,000,000, and who are unable to maintain or secure the capital they need at a commercial bank.

The types of projects we work on include:

Restructuring & Turnarounds
Acquisitions
Construction & Development
Refinancing

Growth & Expansion

 

About Our Team

Our Team List

Below is only a partial directory of our staff.

• 

  Lunelle M. Siegel, EDFP

  ( Funding Manager)

  
  
  Lunelle assesses the viability of financing for transactions and sources the placements to their most likely funding source.
  
  For over 25 years Lunelle has financed small and medium sized companies, not only at major regional commercial but also at national and boutique finance companies. She has worked in the areas of conventional cash flow lending, SBA lending, import/export finance (including EXIM Bank), factoring, asset based lending, real estate construction lending for commercial, investment and residential projects.
  
  Lunelle is accredited as an Economic Development Finance Professional through the National Development Council. She earned her B.S. in Finance from Florida State University. Lunelle is a tenacious advocate for small business, and creative at structuring financing for clients.
  
  She is a frequent speaker, panelist and moderator at credit markets events, professional development meetings and conferences.
  
  Lunelle is a Past Vice President of the International Turnaround Management Association (TMA), Past President of the Florida Chapter of the TMA, Founding Vice President of the Alabama Chapter of the TMA, and past Director of the Tampa Chapter of the Association for Corporate Growth (ACG). She currently serves on the Loan Committee of a SBA 504 Certified Development Company.

• 

  Katie Ransch

  (Administrative Assistant)

  Katie maintains our lender databases, constantly updating our sources and their capabilities. Her cheerful attitude keeps our lenders happy and interested in looking at our client’s projects.