A Note From Our Managing Director

Business lending, properly positioned and well-executed, can drive revenue for a lender, while simultaneously offering a strategic partner an equally valuable opportunity to satisfy more customers and energize their business owner client segment to deliver highly desirable growth in its own, core products and services.

I've built these strategic relationships from ground-up and watched them evolve into high-value revenue streams with some terrific, widespread benefits. I've learned how to determine which relationships offer true opportunity and of equal importance, what is likely to be a waste of time and resources - as well as what will be needed from both partners to maximize the potential of the relationship. 

I've spent a career in and around the business lending space from a variety of perspectives, building a robust understanding of all of key aspects of the lending process. This comprehensive understanding of the various facets of a business lending offering and how they interact helps me deliver better advice and has played a major role in enabling me to build highly successful strategic relationships.

- Adam E. Epstein