Third-party originators face an evolving equipment finance landscape. Kip Amstutz, Theresa Kabot, Amy Wagner and Scott Wheeler provide a comprehensive overview of current market conditions, highlighting the importance of adaptability, strategic relationships and specialized knowledge.... read more

July/August 2024

Quality Equipment Finance has stopped funding transactions internally for the time being, according to an email sent to referral partners last week. read more

MAR 28, 2024 - 6:42 am

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

Mar/Apr 2022

Theresa Kabot of K2 Funding Group and Kabot Commercial Leasing explores how the landscape for indirect originators has shifted in the economic wake of the COVID-19 pandemic, particularly in the face of increasing digitalization and M&A activity. ... read more

Vol. 48 No. 6 2021

Monitor’s staff is excited to introduce the 2021 Editorial Board. 10 new members join four 2019 inaugural board members that have agreed to stay on for an additional year.... read more

Vol. 48 No. 1 2021

The Certified Lease & Finance Professional Foundation announced its 2021 board of directors, including those who will serve on the executive committee as officers. Nate Gibbons of Innovation Finance was named president and Jenny Wood of Orion First Financial was named vice president. read more

JAN 25, 2021 - 6:36 am

Monitor, the leading source of information for the equipment finance industry, announced the members of its 2021 Editorial Board. Ten new members will join the board and four members will continue from Monitor’s inaugural editorial board.  read more

DEC 15, 2020 - 6:49 am

As Big Tech moves into banking and banks move into the direct channel, should third-party originators (TPOs) start looking for a new gig? Theresa Kabot says “no” and argues that brokers who know how to leverage their network and interpersonal skills will provide value-added financing services that even the best AI cannot deliver.... read more

Jan/Feb 2020

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Nov/Dec 2019

Theresa Kabot

For the last twenty years, I have owned a third-party origination company/brokerage in Seattle. Throughout the years we have received hundreds of emails and letters from customers telling us how their business wouldn’t be where it is today if it... read more

October 2019