Matthias Smith Email and Phone Number
Matthias Smith work email
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Matthias Smith personal email
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I founded Pioneer Capital Advisory LLC, the premier SBA loan brokerage firm for business buyers seeking SBA 7(a) financing in May 2022I help business buyers with obtaining SBA 7(a) financing to acquire small-to-medium sized businessesBetween May 2022 - August 2024, I have worked with 54 business buyers that have successfully closed and funded on their business purchases in industries ranging from commercial roofing to e-commerceThe value-add that I bring to your deal team as a business buyer:-I know which banks will finance different types of deals based on buyer background, debt service coverage, industry, and composition of the down payment -I get paid directly by the SBA lender bank after closing and I don't charge you as the borrower to work withFormer client testimonials: https://endorsal.io/reviews/pioneer-capital-advisory-llcConnect on Twitter: https://x.com/SBA_Matthias YouTube Channel: https://www.youtube.com/@SBAMatthiasI get involved on deals at the point in time that they are either under LOI or pre-LOI when the structure for the acquisition is fairly fleshed out subject to buy-in from the SBA lender bankIf you're in the business buying process and have a deal under LOI, please reach out to me directly via email at matthias@pioneercap.comIf you are pre-LOI, please feel free to grab time on my calendar with the link below:https://calendly.com/pioneercapitaladvisory/pre-loi-searcher-meet-greet-callPre-Pioneer Capital Advisory experience: 7 years & 2 months as a closer in SBA lending at 4 different banks: Live Oak Bank (5 months), Byline Bank ( ~ 3 1/2 years), First Bank Financial Centre ( 2 years & 10 months), First Business Bank (2 months) 5 -star Uber driver (January 2018 - March 2018)I look forward to connecting with you if you're in the ETA space looking to buy a small to medium sized business with SBA financing! Feel free to drop me a DM or email.
Pioneer Capital Advisory Llc
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Founder / President / OwnerPioneer Capital Advisory Llc May 2022 - PresentPioneer Capital Advisory LLC provides clients with best-in-class SBA loan consulting from start to finish. The firm works with vendors including M&A attorneys, business insurance agents, and life insurance agents, to provide clients with access to the best professionals in the small business industry to help with every aspect relevant to their SBA loan requirements. Pioneer Capital Advisory LLC will help clients from the onset of engagement with identifying items that will potentially become roadblocks in closing. These include items such as landlord waivers, among other items. We will help with sourcing the best financing terms for your deal - working with a range of lenders in our network, specifically ones that have high ethical standards, speed, and the ability to deliver a great experience.We will assist every step of the way from engagement through closing, and will help with "running point" in the closing process to triage high important items that need the utmost attention to get your deal done, to lesser ones that can wait until later in the process.Acquisition loans will be our primarily focus, but no challenge or financing request in SBA is beyond us, and we will help with other types of transactions as well.Please feel welcome to reach out if our firm can help with finding financing for your SBA loan request via phone at 608-421-2750 or email at matthias.smith@pioneercapitaladvisory.comCompany website: https://pioneercapitaladvisory.com/| SBA Financing | Acquisitions | Business Purchases | SBA 7a Financing | Mergers and Acquisitions | SBA | Searchers | Business Owners | Entrepreneurs | Business Loans | Small Business Owners |
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President / OwnerSmb Business Plans Jan 2024 - PresentChicago, UsSMB Business Plans LLC writes full service business plans for buyers of small to medium sized companies that are seeking financing through the SBA. -
Founder / Owner / Managing PartnerFull Standby Llc Jan 2023 - Present➡️ Family office for investing in search fund deals. Multiple investments currently in place in the small-to-medium sized business space and also in the private equity space. Industry agnostic. Preference is to invest in deals where the sponsor has recourse on the deal.
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Senior Closer - Sba LendingFirst Business Bank Mar 2022 - May 2022Madison, Wi, Us*Closed 1 loan for a business acquisition for a firm consulting in the e-commerce space.*Left position to start a business venture. This is a great company to work for, and the short nature of my employment at this employer shouldn't reflect anything to the contrary. -
Senior Sba Loan CloserByline Bank Sep 2021 - Feb 2022Chicago, Il, Us*Closed 12 SBA 7(a) and 504 loans totaling to $19,558,441 (October 2021 - February 2022)*Made recommendations to Byline Bank closing department management for implementations to make to improve closing department processes. -
Assistant Vice President - ClosingLive Oak Bank Apr 2021 - Aug 2021Wilmington, Nc, Us• Worked with loan officers in multiple verticals at Live Oak Bank on 14 closed loans totaling to $25,809,000 of which $15,476,471 was funded debt at closing. • Worked with an investor group on a complex buy-out of a company in the dental / healthcare space that consisted of three financing facilities totaling to $7 Million • Developed rapport with borrowers and lenders in verticals including specialty finance, insurance, accounting, and the bank's SBA generalist area which consists of SBA loans across all industries. • Successfully build relationships and rapport with referral sources, including one that I golfed with in Texas.• Left position due to remote nature of job and missed in person relationships with coworkers -
Sba Senior Loan CloserByline Bank Dec 2020 - Apr 2021Chicago, Il, Us• Worked directly on 54 loans totaling to $77.70 Million in closed and funded loans for small business owners across the United States. • Previously held the role of SBA Loan Closer II from 3/19/2018 until 12/1/2020, before being promoted to the Senior Loan Closer position.• Efficiently coordinated the loan closing process from loan approval through funding.• Executed a timely closing process for financing facilities including SBA 7(a), SBA Express, and SBA CapLine loans. • Successfully closed small business loans for mergers and acquisitions, debt refinances, commercial building purchases, build-out (leasehold improvement) loans, ground-up new construction, and borrowing base (accounts receivable) facilities for the SBA's CapLine product.
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Sba Loan Closer IiByline Bank Mar 2018 - Dec 2020Chicago, Il, Us•Worked directly with commercial lenders in Byline Bank's Small Business Capital Group to coordinate the loan closing process for SBA financing transactions up to $5 Million•Coordinated transaction-specific matters with external partners including Byline Bank legal counsel, title companies, brokers, real estate agents, business insurance agents, and others involved in specific lending transactions. •Proactively worked with internal partners within the bank to resolve loan-level specific issues at the time that they arise to ensure a best-in-class customer experience for bank clients during the loan closing process.•Collaborateively worked directly with the post-approval credit analyst to clear credit related closing conditions, and addressing any changes to the loan structure from post approval. •100% approval rate on all loans submitted to SBA for General Processing approval for loans in which I was the closer assigned.
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Business Development Officer - Sba SpecialistFirst Bank Financial Centre (Fbfc) Jul 2017 - Jan 2018Oconomowoc, Wisconsin, Us• Efficiently assisted two commercial lenders in achieving their loan sales goals within a sales-support capacity including loan packaging and client interaction while also balancing new commercial loan business for the bank’s Madison office. • Successfully had two credit facilities totaling to $2.4M approved by Chief Lending Officer for potential financing transactions including owner-occupied commercial real estate. • Appointed by Chief Lending Officer as bank’s primary contact for new business development in State of Ohio for self-storage lending business. Sought and developed relationships with commercial brokers in this industry to partner together. • Successfully obtained approval on loans submitted via SBA One and E-Tran to the SBA's Citrus Heights California office by explaining the specific credit request to the SBA's loan reviewers and attorneys, and answering questions pertaining to the credit requests in a prompt and effective manner.• Achieved $1.63 Million in commercial production by originating and closing a $1.63 Million SBA 7(A) financing transaction for a change-of-ownership business and commercial real estate purchase in Dane County, Wisconsin. -
Commercial AssociateFirst Bank Financial Centre (Fbfc) Mar 2015 - Jul 2017Oconomowoc, Wisconsin, Us• Successfully created efficiencies between the Bank's commercial lending and credit departments by screening loan requests over $350,000 to ensure that they met the SBA's debt service coverage ratio requirement of 1.15 times prior to formal credit underwriting. • Accurately and efficiently packaged loan documentation for over $60 Million of credit requests originated by two commercial lenders at First Bank Financial Centre's downtown Milwaukee and Oconomowoc offices, while working remotely from the Bank's Madison Loan Production Office.• Helped the bank manage lending risk for a portfolio of approximately 15 start-up businesses by successfully analyzing the financial statements of these businesses on an on-going quarterly basis for two years to ensure that they met the projected income and expense targets established at the time of loan underwriting.• Effectively answered questions and requested pertinent documentation from new and existing bank clients in the process of applying for commercial credit via the SBA's lending programs. • Concisely articulated to SBA loan reviewers and attorney's specific information pertaining to credit requests submitted to the SBA for General Processing loan approval. • Conducted site visits on behalf of the lender to each customer's place of business to obtain a better understanding of the operating conditions for specific borrowers as part of documenting the loan file for compliance.
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Business Development InternshipCourse Hero Jan 2014 - Dec 2014Redwood City, California, Us•Expanded Course Hero's Knowledge Drive note platform on the University of Wisconsin - Madison campus by meeting with students to scan and upload their lecture notes into the company's platform. Ten sets of lecture notes constituted as completing one class. Successfully completed 102 classes during the internship. •Donated 102 books to students in Africa through Course Hero's corporate initiative Books for Africa•Developed an entrepreneurial skill set by marketing Course Hero to fellow students through different techniques including informational presentations and social media -
TellerJpmorgan Chase & Co. Jul 2014 - Nov 2014New York, Ny, Us•Met and exceeded customer satisfaction goals both individually and as a branch during my time as a teller with Chase Bank.•Monitored a cash drawer of $16,000 on a daily basis, while accurately executing teller transactions including deposits, withdrawals, money transfers, cashier's checks, and money orders. •Completed Chase Bank's formal teller training program in downtown Chicago during the summer of 2014. •Successfully generated leads for Chase's Private Client Banker by identifying clients with high deposit account balances, and developing rapport with existing customers to identify whether the Chase Private Client Banker would be suitable for their banking needs. •Generated referrals to Chase's businesses bankers at the branch by prospecting clients interested in opening business deposit accounts, and talking with clients mentioning that a business lending solution would help with their business' needs. -
Mcburney NotetakerThe University Of Wisconsin-Madison Jan 2014 - May 2014Madison, Wi, Us•Provided high-quality lecture notes for students with disabilities for 45 class meetings for Philosophy 341•Clarified ambiguities in class lecture material and announcements for homework assignments •Created supplementary study notes for both midterm and final examinations
Matthias Smith Skills
Matthias Smith Education Details
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University Of Wisconsin-MadisonEconomics -
University Of Wisconsin-La CrosseEconomics
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The Wharton SchoolBusiness Foundations Specialization
Frequently Asked Questions about Matthias Smith
What company does Matthias Smith work for?
Matthias Smith works for Pioneer Capital Advisory Llc
What is Matthias Smith's role at the current company?
Matthias Smith's current role is Founder / Owner - Pioneer Capital Advisory LLC / SMB Business Plans / Pioneer Tribe Insurance Solutions | Helping Business Buyers Navigate a Fragmented Business Buying Process.
What is Matthias Smith's email address?
Matthias Smith's email address is ma****@****ak.bank
What schools did Matthias Smith attend?
Matthias Smith attended University Of Wisconsin-Madison, University Of Wisconsin-La Crosse, The Wharton School.
What are some of Matthias Smith's interests?
Matthias Smith has interest in Civil Rights And Social Action, Environment, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights.
What skills is Matthias Smith known for?
Matthias Smith has skills like Financial Analysis, Microsoft Office, Finance, Customer Service, Management, Market Research, Microsoft Word, Social Networking, Team Leadership, Microsoft Excel, Powerpoint, Leadership.
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