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
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
string(11) "Sohini Roy "
string(26) "Board Member & Former CFO"
string(15) "Nexseer Capital"
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
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
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
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
This continued Monitor column is another slice in the life of a leasing sales person. It is a fictitious sales call between a leasing sales person and a CFO prospect. This could be a face-to-face sales call or a quick... read more
Matthew Green, managing director and group head, Equipment Finance at CIBC Bank USA, joined CIBC from J.P. Morgan at the end of 2021 with more than 20 years of leasing, lending and capital markets experience to launch the company’s equipment... read more