Q&A session, everything you wanted to know about loans, bankers, funding, equity, capital, investors, but were afraid to ask.
Here are the Panelists:
1. Greg Kolton, VP Commercial Banking, National Bank of AZ
Greg recently joined National Bank of Arizona; and has 42+yrs experience in the banking industry. During his career he has served as the CEO of several banking organizations and has co-founded a community in Wisconsin along with his wife Heidi also a banker. Currently Greg is active locally serving on the board of the North Scottsdale Chamber of Commerce and chairs the manufacturing council within that chamber. Greg is also actively involved with several other manufacturing and economic development organizations in the valley.
2. Pam McConlogue, VP Far West Capital
Far West Capital provides financing for high-growth entrepreneurs who are frustrated and concerned by their current bank and equity alternatives. Through purchasing or lending on accounts receivable, inventory or purchase orders, clients receive custom finance and business solutions that specifically meet the personal and professional goals of the entrepreneur. Prior to Far West Capital, Pam was the vice president of sales for Bibby Financial Services, where she was responsible for account receivables, purchase order finance, DIP finance, import and export finance, and business development. She is also a licensed real estate agent in Arizona. Pam has served on many boards including Arizona Commercial Real Estate Women, Risk Management Association, Business Professional Women Phoenix and Turnaround Management Association.
3. Gary Lotzer, CPA, Managing Director of Hunter Wise Financial Group,LLC and Hunter Wise Securties,LLC
Hunter Wise is an Irvine, CA based investment banking firm www.HunterWise.com. Gary has extensive access to asset-based lenders, other investment bankers, private equity and venture capital firms. He has personally negotiated and structured numerous debt and equity capital transactions aggregating over $100 million.
Over twenty years of mid-size business experience in C-level roles primarily with start-up, turn-around and high growth companies. Founded and co-founded multiple, successful businesses. Professional expertise specialties include market and industry research, strategic planning, business plan development, financial modeling, business valuations, recapitalizations and due diligence.
4. Martin Levine, Brickhouse Capital LLC,
Brickhouse is an equipment leasing and finance company that specializes in equipment financing and leasing. Brickhouse also offers working capital loans in the form of asset based lending. We use real estate, equipment, vehicles and other similar assets that are owned free and clear as collateral to loan against. This program allows us to finance companies that get turned down by traditional banks. Martin has over 11 years experience in the industry and has successfully funded over $7 million in equipment leases and business loans for his clients.
5. Brian Schafroth, Wells Fargo SBA Loan Specialist