SBA Division Manager
SBA Lending
“Entrepreneurs have big dreams and I find it satisfying to help individuals fulfill these dreams. If buying a company, owning a building, or growing a business is their goal, then I want to help make that a reality. Every business is different and Atlantic Capital provides me a platform to evaluate each client based on their unique story and not just the numbers.”
Focus: SBA and government guaranteed lending solutions for small and mid-size businesses
Experience: Over 25 years of business banking and lending experience
Education: Washington & Lee University, BS
Affiliations: Rotary Club of Dunwoody, Junior Achievement, Georgia Lenders Quality Circle, National Association of Government Guaranteed Lenders, Georgia Association of Business Brokers, Our Lady of Assumption Church, Murphey Candler Baseball (Coach), Georgetown Recreation Center (Board Member)
Representative Transactions:
- $4.5 million partnership buyout loan for the principles of an investment advisory firm to purchase the minority interest of private equity group partner
- $3.1 million business acquisition loan for the management team of an architecture firm to buyout the retiring founder/owner
- $3 million expansion loan to a successful medical company for growth capital, equipment acquisition, and debt restructuring
- $2.5 million financing package to provide a permanent working capital term loan and a line of credit for a growing consumer products developer, marketer, and distributor
- $2.1 million loan for a Southeast-based manufacturer/distributor to complete the strategic acquisition of a manufacturer in New England
- $1.6 million real estate loan for a payroll company to move out of leased space, acquire and renovate a commercial building
- $1.4 million real estate and renovation loan for an automotive repair facility
- $700,000 working capital and equipment loan for a successful family-owned business
- $550,000 credit facility for growth capital and debt refinance for an established marketing company
- $500,000 debt refinance and working capital loan for a multi-unit franchise restaurant
- $350,000 loan for start-up expenses of a franchise restaurant