Annual Funding Source Issue

March/April 2022 | Vol. 49, No. 2

Interactive Flipbook

Featured Articles

Benched!

By Stephen T. Whelan

A bankruptcy court bench ruling at the end of 2021 stated that certain protective provisions are unenforceable. Stephen T. Whelan digs into what those proceedings mean and how an investor can structure its interest to achieve an enforceable bankruptcy-blocking right.... read more

From Broker to Balance Sheet

By Theresa Kabot

With years of experience under their belts as third-party originators, Theresa Kabot and Pete Sawyer began holding transactions on their own balance sheets. They share their experiences, lay out the groundwork for aspiring brokers and point to the resources needed to get off the ground.... read more

Accelerating Trust to Build an Unstoppable Team

By Deborah Reuben, CLFP

Who knew getting closer to your coworkers was as easy as sharing your favorite media or delving into what a song, movie or moment means to you on a personal level? Who knew experiences like these can bring a team closer together and foster a system of benevolence-based trust, increasing productivity and performance? Deb Reuben of TomorrowZone sat down with Brian Mohr of Anthym to learn more. ... read more

The Goose with the Golden Egg: Retaining the Value of an Acquired Equipment Finance Company

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

All Day Long: Independents Leverage Agility to Succeed

By Eric Freeman

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

Strong Economic Environment Fuels Robust M&A Activity in 2022

By James (Jim) Jackson

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

Reason to Believe: Funding Sources Remain Optimistic in Uncertain Environment

By Adrian Hebig

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

Teamwork Makes the Dream Work for Clarus Capital

By Ian Koplin

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

Chasing Yield: Buyers Set Their Sights on Equipment Finance

By Chris Donohoe

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

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