Client Focus
Our focus is on current and prospective business owners who are seeking to acquire or expand their businesses here in the Carolinas as well as nationally.
Experience
30 years of experience in SBA finance, Commercial Real Estate finance, and Residential Mortgage Banking, as well as the owner of small businesses throughout my banking career.
Education
University of North Carolina – Chapel Hill (B.S. in Business Management and Finance)
Representative Transactions
- $2.6 million acquisition financing for a distribution business in Outer Banks area of North Carolina
- $4.2 million acquisition financing for a recreational equipment manufacturing company in central South Carolina
- $1.6 million debt consolidation loan in Greenville, North Carolina $800 thousand acquisition loan for a elder care business in Richmond, Virginia
- $3.2 million acquisition loan for a municipal services business serving North Carolina and Virginia
- 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
- Coastal
- Commercial & Business Banking
- Equipment Finance
- Greenville
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Coastal
- 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