Strength and Experience.
Every industry segment has unique challenges, but the core mission is the same: satisfied clients and sustained profitability. It all starts with your vision and strategy and successfully delivered through coordinated execution.
In my 20+ years in Commercial Lending, there’s not a business profile or industry that I’ve not be an active participant. While I recognize that there are differences between many firms, the basic core principles of business transcend across all industries.Industries
Healthcare & Life Sciences
Clearly, this is one of the most dynamic and competitive industries out there. How will you find success?
My experience in running two marketing agencies and two lending practices focused on this sector, I’ve been fortunate to be able to use both sides of my brain – the creative and organizational – to help firms succeed in this space. This translates directly into helping practice and product start-ups through mature practices capture market share and promote long-term sustainability. Let’s talk about the how’s and why’s and what they mean to you.
Manufacturing and Trade Services
Finding business isn’t easy, but neither is running the many aspects of your business.
Manufacturers and Trade Services firms are the lifeblood …Trade services professionals and professional services firms are the lifeblood of the economy, providing critical skills and services that are needed now more than ever. Working capital via lines of credit, essential equipment leasing and purchasing, a skilled yet scarce workforce, and heavy competition can be holding you back from your goal of sustained growth. With the right guidance and partnerships, these liabilities can be assets once again. Call us and let’s review what’s next for you.
Cyber Security & Technology
From bad actors and newly-discovered internal pain points.
Every aspect of your business model needs to be revisited and now is the time to do that. In my 20+ years in commercial banking and 10+ years running my own firms, I’ve learned the importance of resilience through flexibility, strength through humility, and growth through strong partnerships and marketing. I’ve interviewed hundreds of firms with varying profiles and can confidently advise on how to take those steps to sustained success. The pace in your industry is faster than ever. Are you ready to run differently?
Non-Profit Organizations
We can show you how to run your organization as a for-profit entity with all the non-profit benefits.
As a long-time commercial banker with deep involvement in several non-profit Boards of Directors, I have helped several mission- and member-oriented organizations progress their SOP while evolving into a vibrant and active entity focused on growth, flexibility, and enhanced member experiences. Now is the time to revisit the subtleties and activities related to your mission. We stand ready to help you re-craft and hone your 3- and 5-year strat plans.
Government Contracting
We want to help your bank understand your business better so that you can grow together.
As a GC-focused commercial banking relationship manager for almost 12 years, I have a deep understanding of the profile of a successful government contractor – infrastructure, finances and accounting, business development, contract backlog reports and cash flow, and the importance of dependable partners. Money is constantly being pumped into the agencies that support every aspect of our economy. When new opportunities arise, will you be ready?
International
Expanding your business overseas or working with a non-US firm isn’t as easy as you think – nor as difficult.
During my 5+ years with Citibank, I learned the importance of clarifying your company profile and management structure and utilizing the right financial partners and vehicles when doing business internationally. We have established contacts with experts in the field who will help you expand your supplier and client footprint effectively and profitably. Call us and we can discuss further.