Funds managed by the real assets and infrastructure strategy of Wafra, a global alternative investment firm based in New York, launched Broadleaf Financial Group, a newly formed specialty finance company that serves Fortune 1000 businesses and corporate customers.
Broadleaf was founded by industry veterans Brian Dundon, Audrey Kent and David Anderson, who each bring deep expertise in equipment finance. The company aims to help its clients achieve their business goals via customized direct leasing solutions and sale leasebacks for capital efficiency. Broadleaf will also form strategic collaborations with banks, independent lessors and other financing providers as a programmatic partner and capital solutions provider.
“We are excited to launch Broadleaf with an exceptional founding team and in strategic collaboration with Wafra,” Dundon said. “With Wafra’s backing, we have the resources and balance sheet to deliver on our commitments to our clients, providing certainty and partnership when they need it most. In the current dynamic market environment, Broadleaf’s experienced team is ready to execute, focused on empowering our clients with tailored financing packages and serving as a trustworthy, solutions-oriented partner.”
Broadleaf’s core principles are integrity, transparency and partnership, with a strong emphasis on delivering exceptional customer experience. Clients gain access to experienced equipment finance professionals dedicated to providing solutions that enhance daily operations, improve cost efficiency and accelerate achievement of their business objectives.
“Launching Broadleaf alongside a seasoned executive leadership team in Brian, Audrey and David furthers our strategic focus on investing in high-quality essential equipment finance businesses,” Edward Tsai, head of real assets and infrastructure at Wafra, said. “As active investors across asset-backed strategies, we see the opportunity for Broadleaf’s team to leverage their deep commercial, finance and operating expertise to build a leading independent specialty finance platform.”
Anthony Peek, managing director of Wafra, added, “This investment aligns with our capacity to provide long-term growth capital to experienced teams seeking to build and scale new businesses in key sectors. We look forward to supporting Broadleaf’s growth to meet increasing customer needs for accretive financing solutions.”
Edgar Matthews & Co. served as exclusive financial advisor to Broadleaf, and Basecamp Legal provided legal counsel. Rinaldi Advisory Services served as Wafra’s advisor and provided services to Broadleaf related to the launch of the company. Paul Weiss served as legal counsel to Wafra.
Editor’s Note: Brian Dundon is a graduate of STRIPES Leadership Program and has been recognized on Monitor’s NextGen Leaders list.
