Founded in 1982, SBM is a leading global soft services provider. Along the way, SBM has earned the trust of a dynamic Fortune 500 client base and its 12,000 SBM employees support more than 600 complex sites across the United States, Latin America, and Asia.

I am a strategic advisor and banking partner to middle market companies in the Bay Area. Tapping JPMorgan Chase’s world-class commercial and investment banking resources so our clients can grow and achieve their goals. Solutions range from customized financing solutions, to global banking capabilities and “best-in-class” treasury solutions that allow our customers to streamline and automate their accounting and treasury functions.

Originated cash flow, ABL, and equipment credit facilities for middle market companies (>$100MM in revenue) primarily in Northern California and the Pacific Northwest.

Underwrite and manage a portfolio of senior debt to middle market firms; provide equity sponsors with debt solutions for leveraged buyout, acquisitions, recapitalizations, restructuring, and other corporate purposes; perform detailed financial analysis of company’s credit quality and prepare credit submission documents for approval process; draft presentations and other syndication documents for syndication process; participate in legal documentation process.

Commercial lending leadership program within GE Capital Americas; Lead full-scope collateral examinations for diverse portfolio of asset-based loans; perform special situation reviews for cash flow loans; construct borrowing base for current and prospective clients; present findings to portfolio management in order to mitigate risk and minimize losses.

Newtek Business Lending provides financing to the small and midsize business sector to startup, acquire a business, purchase commercial real estate, finance growth and expansion, and A/R financing.

Provide financing and banking solutions to small and midsize business and advise on their growth, expansion, and other financial needs.