2025 Funding Source: Wintrust Specialty Finance

by Monitor Staff March/April 2025


 

wintrust.com/wsf

Wintrust Specialty Finance (WSF), a division of Beverly Bank & Trust Company, N.A., a Wintrust Community Bank, is an equipment financing group headquartered in California, offering nationwide funding for small to mid-ticket lease and loan products originated and referred by vendors, independent lessors, other financial institutions and qualified brokers. The division has a customer-focused philosophy derived from many years of experience providing innovative capital solutions in a large variety of industries. WSF specializes in quick and efficient financing of business-essential equipment.

WSF is led by a seasoned management team with an average of 25 years of experience. The group shares extensive background with proven success in developing, growing and managing commercial finance and leasing organizations. The WSF team is prepared to consider structures that can enhance your business and empower your sales team to gain market share within your markets.

Backed by Wintrust, a more than $65 billion financial holding company, we combine a reliable source of capital and a customized approach designed to drive enhanced results for our clients and create long-term partnerships.

Call us today to learn more about how we can help you take your business to the next level!

GENERAL INFORMATION

Company Type
Bank

Trade Associations
• ELFA
• NEFA

In Business Since
2019

FUNDING INFORMATION

Funding Source Type
Lessor

Source of Funds
Bank

Annual Funded Volume
>$700MM

Special Services
• Application Only Programs
• Custom Structures
• Portfolio Purchases
• Private Label Billing
• Specialty Vehicles

TRANSACTION PROFILE

Deal Size Range
$20K–$2MM

Term
2–7 Years

Average Term
52 Months

Products Offered
• EFA
• FMV
• TRAC
• Loans & Leases
• Recourse/UNL Structures

Scope of Geographic Activity
National

INDUSTRY PREFERENCES

Asset Categories
• Ambulance/Emergency
• CAD/CAM
• Computer Related
• Construction
• Environmental Systems
• Food Distribution/Processing
• Industrial/Manufacturing
• Machine Tool
• Material Handling
• Medical/Dental
• Municipal
• Software Only
• Software/Hardware
• Specialty Vehicles
• Telecommunications
• Waste

Credit Quality
A to B- Quality

CONTACT
Wintrust Specialty Finance
2050 Main Street Suite 230
Irvine, CA 92614

WHO WE ARE:

David Normandin, CLFP
President & CEO
(949) 268-9099
[email protected]
Douglas Nielsen
SVP, Chief Sales Officer
(949) 268-0638
[email protected]

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