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  1. #1
    Senior Member Reputation points: 338241
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    I was a FINRA registered investment banker before becoming a lender/factor at Seacoast. I still maintain my data base of investors/lenders. It contains private equity funds, venture capital funds, family offices, mezzanine funds, alternative lenders/funders, etc. It is sorted by sector, size, location, and has recent portfolio company names. I also maintain a list of all my most of my competitors in the same manner. The list is over 1500 institutions deep and grows on a regular basis. When I was working an investment banking transaction I would populate a road-map using this list to keep track of deals. It is and was a ton of work, but it has to be done.
    Kevin Henry
    VP-Business Development
    Seacoast Business Funding, a division of Seacoast Bank
    561-850-9346
    Kevin.Henry@SeacoastBF.com
    1880 N Congress Ave., Suite 404
    Boynton Beach, FL 33426

  2. #2
    Senior Member Reputation points: 50583
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    Quote Originally Posted by kevinhenry0527 View Post
    I was a FINRA registered investment banker before becoming a lender/factor at Seacoast. I still maintain my data base of investors/lenders. It contains private equity funds, venture capital funds, family offices, mezzanine funds, alternative lenders/funders, etc. It is sorted by sector, size, location, and has recent portfolio company names. I also maintain a list of all my most of my competitors in the same manner. The list is over 1500 institutions deep and grows on a regular basis. When I was working an investment banking transaction I would populate a road-map using this list to keep track of deals. It is and was a ton of work, but it has to be done.
    My kind of man! Work ethic is something you can't Google.
    Amanda Kingsley
    DailyFunder: WhoisKingsley
    This is me. https://www.facebook.com/whoiskingsley
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    Always Live and Lead with Integrity.

  3. #3
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    Quote Originally Posted by WhoisKingsley View Post
    My kind of man! Work ethic is something you can't Google.
    It is refreshing to get a call from an investment banker or loan advisor that has an actionable deal with all the information needed for review before you get on the phone or meet with the client. It speeds up the process!
    Kevin Henry
    VP-Business Development
    Seacoast Business Funding, a division of Seacoast Bank
    561-850-9346
    Kevin.Henry@SeacoastBF.com
    1880 N Congress Ave., Suite 404
    Boynton Beach, FL 33426

  4. #4
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    Quote Originally Posted by kevinhenry0527 View Post
    It is refreshing to get a call from an investment banker or loan advisor that has an actionable deal with all the information needed for review before you get on the phone or meet with the client. It speeds up the process!
    This type of dirty talk shouldn't be allowed on here! lol don't know you this forum is full of people who know what they are doing? That type of business do you conduct Mr. Henry!??!
    Amanda Kingsley
    DailyFunder: WhoisKingsley
    This is me. https://www.facebook.com/whoiskingsley
    I am Here too. https://www.facebook.com/groups/TheClosersGroup

    Always Live and Lead with Integrity.

  5. #5
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    Quote Originally Posted by kevinhenry0527 View Post
    It is refreshing to get a call from an investment banker or loan advisor that has an actionable deal with all the information needed for review before you get on the phone or meet with the client. It speeds up the process!
    You mean, instead of having a broker say "my client wants a $2M facility. Does 3 months bank statements work?"

  6. #6
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    Quote Originally Posted by WestCoastFunding View Post
    You mean, instead of having a broker say "my client wants a $2M facility. Does 3 months bank statements work?"
    Better...when you ask what the Company does and you hear...."Ummmmm"
    Kevin Henry
    VP-Business Development
    Seacoast Business Funding, a division of Seacoast Bank
    561-850-9346
    Kevin.Henry@SeacoastBF.com
    1880 N Congress Ave., Suite 404
    Boynton Beach, FL 33426

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