Client Focus
My focus is on larger and more complex operating companies – manufacturers, distributors, and service providers in the commercial and industrial sectors. While I’m mostly a generalist, I do have extensive experience in telecommunications, forest products, building materials, consumer products, quick-serve restaurants, and other franchisees/franchisors.
Experience
I’ve been in banking for more than 35 years and serving middle market companies in greater Charlotte and the Carolinas for the last 28 years.
Education
University of Georgia, BS in Chemistry and Biochemistry 1981; Florida State University, MBA with concentrations in Finance and Marketing 1985
Affiliations
- American Heart Association
- Habitat for Humanity
- Muscular Dystrophy Association
Representative Transactions
- $25 million construction/permanent term loan for a multi-location retailer
- $25 million working capital line of credit for a forest products company
- $15 million term loan for a mission-critical data center
- $25 million working capital line of credit for a building materials company
- $8 million equipment term loan for a commercial paving company
- $20 million in term loans for a QSR franchisee
- Full treasury relationships with each of these companies and for 39 portfolio companies owned by one private equity group
- North Carolina
- Charlotte
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Raleigh
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Asheville
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Piedmont
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Western North Carolina
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Charlotte
- South Carolina
- Greenville
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Greenville
- Tennessee
- Knoxville
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Tri-Cities
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Morristown
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Knoxville
- Virginia
- Roanoke
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Southwestern Virginia
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Roanoke