Steve O’Leary and Tim Conway of Clarus Capital sat down with Monitor to discuss the launch of Clarus Capital in what the duo calls an “alignment of the stars” as well as where they came from, what they have built and where Clarus Capital is heading next. ... read more
Independents have more freedom than their regulated counterparts, but that doesn’t mean they are immune to the fluctuations of the marketplace. In an exclusive Q&A with Monitor, leaders from Liberty Commercial Finance, GreatAmerica Financial Services, Financial Partners Group and Verdant Commercial Capital discuss how they’re navigating toward success in today’s environment.... read more
In an exclusive Q&A, Adrian Hebig of Channel Partners, Eric Renaud of NFS Leasing, Marci Slagle of BankFinancial Equipment Finance and James Truran of Amur Equipment Finance give the lay of the land for funding sources, discussing deal flow, marketplace challenges and the effect of factors like the COVID-19 pandemic and geopolitical tension on the cost of funds. ... read more
As an independent, access to capital and cost of funds is always top of mind. Monitor checks in with Kyle Shenton and Brock Wolf, who outline the types of capital available to independents and the process involved in accessing each source. ... read more
Equipment finance companies are a prime target for acquisition. How can buyers retain the value of these businesses after closing a deal? Monitor checks in with industry insiders who share candid feedback on how to make an M&A deal successful for everyone involved. ... read more
Shawn Smith, founder and CEO of Dedicated Financial GBC, sat down with Monitor to discuss his company’s recent activities and major rebrand, what makes Dedicated Financial GBC different as a full-service business process outsourcing company, how his philanthropic vision translates to everyday work, and what’s just over the horizon for the company.... read more
For buyers seeking yield, the equipment finance industry has become an attractive acquisition target. Chris Donohoe of Piper Sandler and Murat Tastan from Keefe, Bruyette & Woods discuss today’s M&A climate, outline what buyers are looking for and how deals are created and provide an outlook for M&A in 2022. ... read more
string(12) "Carl Chrappa"
string(53) "Senior Managing Director & Leader of Asset Management"
string(14) "The Alta Group"
Carl Chrappa of The Alta Group sits down with colleagues Ian Robertson from Europe and Juan Neil Dodds from Latin America to discuss the forces asset managers will face in 2022 across the globe, including supply chain disruption, inflation and secondary market considerations and the rapid development of technology.... read more
The COVID-19 pandemic has brought a variety of changes to the asset management industry over the last two years. Monitor checks in with two asset managers who discuss the impact of supply chain and manufacturing disruptions as well as changes to the equipment sales market. ... read more
When it comes to e-discovery, each part of your company’s daily digital footprint is fair game. Harriet Christie discusses how far e-discovery has come, the risks involved for financial companies, how long to preserve your data as well as potential tools and best practices to adopt in 2022. ... read more
When it comes to environmental stewardship, the transportation industry has come a long way since the early 2000s. Katerina Jones shares a brief history of the progress made toward adopting, meeting and surpassing ESG goals and how transportation industry leaders remain at the forefront of a cleaner, safer tomorrow. ... read more
We are using technology in more areas of our lives than ever before. And while the pace and quality of technology changes every second, human nature essentially remains the same. Those who are technology averse often mention that technology is superseding people, but does it have to be that way? How do we innovate while embracing humanity?... read more
string(19) "James (Jim) Jackson"
string(56) "Co-CEO & Merger and Acquisition Advisory Practice Leader"
string(14) "The Alta Group"
M&A activity was robust in 2021. James Jackson discusses notable recent transactions, the status of the current market and potential economic risks. He also provides an M&A outlook for the year to come.... read more
Deborah Reuben, CLFP, CEO and founder of TomorrowZone, sits down with Dorie Clark, professor at Duke University’s Fuqua School of Business and author of the Wall Street Journal bestseller, The Long Game: How to Be a Long-Term Thinker in a Short-Term World, to gain insight on practical actions you can take to regain vision and long-term thinking despite the current environment.... read more
Equipment finance companies, for the most part, are only scratching the surface of innovating with digital technology. Leaders from several members of Monitor’s Most Innovative Companies list discuss how advancing the industry will require changing the way we think about and lead our businesses.... read more
Edwards Maxson Mago & Macaulay, LLP
Kevin Trabaris, Partner at Edwards Maxson Mago & Macaulay, LLP, draws contrasts between equipment leasing and vendor contracting – two things that have little in common, while sharing insights on leases every lender should be aware of.
Senior Vice President Fleet Solutions,
Corcentric Capital Equipment Solutions
Fleet management is no small task and comes with a long list of pain points and tough choices, but, like many things in this industry, those issues can be solved with proper planning and a clear vision of the road ahead. Patrick Gaskins, SVP of Corcentric Fleet Solutions, shares knowledge from the frontlines on everything from ESG initiatives fit to future costs of equipment.