Paul M. Email and Phone Number

Financial and Capital AdvisoryHelping Businesses Thrive with Tailored Financing SolutionsWe deliver thorough financial analysis and customized credit structuring that aligns with your company's profile and goals. Whether you're acquiring a business, restructuring debt, or seeking additional capital, we optimize your financial ratios to ensure compliance with your lenders.Mergers & AcquisitionsSupporting Small Businesses in Successful M&As up to $50MM+We… Show more Financial and Capital AdvisoryHelping Businesses Thrive with Tailored Financing SolutionsWe deliver thorough financial analysis and customized credit structuring that aligns with your company's profile and goals. Whether you're acquiring a business, restructuring debt, or seeking additional capital, we optimize your financial ratios to ensure compliance with your lenders.Mergers & AcquisitionsSupporting Small Businesses in Successful M&As up to $50MM+We source the best financing options for small business M&As, providing access to Conventional, Mezzanine, All SBA Loan Programs, USDA, Hedge Fund, and Lifecos, all structured for optimal terms and growth potential.RestructuringMaximizing Your Resources and Debt PositionBy leveraging assets like Accounts Receivable, Equipment, and Real Estate, we help clients access working capital, restructure senior debt, and secure favorable terms for sustained financial health.RefinanceStrengthening Financial Flexibility and Cash FlowWith extensive refinancing experience, we connect businesses to optimal lender matches, securing the best rates and terms. Refinance scenarios include recapitalizing assets, restructuring underperforming debt, and re-amortizing for better cash flow. Show less

Coding Pixel began its journey 8 years ago in Los Angeles, and since then has grown into a booming software development enterprise and currently employs over 100+ talented techies. It is our hallmark to engineer top-notch software development for our clients advancing them to empower and grow their business. Coding Pixel has achieved myriad milestones over the years such as the successful completion of 50+ mobile apps, 35+ custom enterprise software, and more than 500+ custom website… Show more Coding Pixel began its journey 8 years ago in Los Angeles, and since then has grown into a booming software development enterprise and currently employs over 100+ talented techies. It is our hallmark to engineer top-notch software development for our clients advancing them to empower and grow their business. Coding Pixel has achieved myriad milestones over the years such as the successful completion of 50+ mobile apps, 35+ custom enterprise software, and more than 500+ custom website development projects. These projects catered industries such as social networking, e-commerce blockchain, insurance, fitness, online dating, medical cannabis along with many others.DM me you would like to colab. Show less

Boutique Regional Bank with the bandwidth of a large big box bank and the personalization of a local bank.Resources tailored to your needsBusiness loans can be used for virtually any businesspurpose that you designate, such as:• Business acquisition• Commercial real estate/Construction • Debt refinancing• Equipment- Lease/Purchase• Furniture, fixtures and/or leasehold improvements• Letters of credit•Working capital•Commercial Card

Commercial Banking focused on Non-Profits/Gov, Specialty industries (cannabis banking) and community businesses.OCRE and investment CREhttps://www.marketscreener.com/quote/stock/SUMMIT-STATE-BANK-30729/news/Summit-State-Bank-Welcomes-Paul-Matlock-32776784/

Local Commercial Banker looking to help for profit companies/non-profits/Gov find cost effective ways to streamline banking operations. Business with revenues from $5-200MMCommercial Banking C&I,OOCRE and investment CRE B&C paper dealsTreasury management systems have changed dramatically in recent years. While the primary goals of Treasury Management Services are to improve efficiency, save time, and increase productivity, there are other benefits to consider. Cash… Show more Local Commercial Banker looking to help for profit companies/non-profits/Gov find cost effective ways to streamline banking operations. Business with revenues from $5-200MMCommercial Banking C&I,OOCRE and investment CRE B&C paper dealsTreasury management systems have changed dramatically in recent years. While the primary goals of Treasury Management Services are to improve efficiency, save time, and increase productivity, there are other benefits to consider. Cash visibility is a major perk that comes with treasury management as it allows decisions to be made in a positive way that affects a business’s bottom line.•Increase payment methodology options•Enhance digital banking security protocols and controls•Reduce paper and manual processing cost•Data information reporting transparency•Streamlined data and file management processes•Eliminate redundancies while reducing human error•Controlled cash disbursements and payable'shttps://www.poppy.bank/business Show less

Covered 20 retail offices. Business Banking serves the banking needs of businesses with $5 million to $25million in revenue.Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services. Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the… Show more Covered 20 retail offices. Business Banking serves the banking needs of businesses with $5 million to $25million in revenue.Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services. Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients. Manage a portfolio of clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients. Use knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank. Build relationships by calling on existing clients to truly understand their businesses and analyze product and service growth opportunities that ensures profitability of portfolio. Build and utilize referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship. Protect the firm by following sound risk management protocols and adhering to regulatory requirements. Develop and manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Show less

I helped WFB's, VC backed Tech group, and life science team with revenues of $100MM-1B, by analyzing opportunities and ensuring we meet, all risk, regulatory and efficiency requirements. Our team directly supported commercial portfolio managers. We provided easement for on-boarding processes, technology implementation and communication tools on our value proposition.Work with the TMO on client proposals including Treasury solutions, cost/benefit analysis, pricing and… Show more I helped WFB's, VC backed Tech group, and life science team with revenues of $100MM-1B, by analyzing opportunities and ensuring we meet, all risk, regulatory and efficiency requirements. Our team directly supported commercial portfolio managers. We provided easement for on-boarding processes, technology implementation and communication tools on our value proposition.Work with the TMO on client proposals including Treasury solutions, cost/benefit analysis, pricing and profitability models, etc.•Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research•Understand clients' Treasury cash management structure and objectives•Coordinate with product partners to develop comprehensive Treasury solutions•Develop and understand competitors’ products and positioning within the client & market•Work with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately•Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing Show less

-Identify key partners such as treasury management technology and other cash flow solutions.-CEO Portal-Small Business loans /Commercial Loans-Utlize bank partners to help small businesses flourish-Home Equity Specialist(NMLS#733398)-Analyze clients profile and recommend solutions-Partners with merchant processing and Payroll services-Cross Sell WATS FX Platform partners (Saas)-TM Risk Management Platforms (SaaS) BBG Partners-Analyze daily reports generated… Show more -Identify key partners such as treasury management technology and other cash flow solutions.-CEO Portal-Small Business loans /Commercial Loans-Utlize bank partners to help small businesses flourish-Home Equity Specialist(NMLS#733398)-Analyze clients profile and recommend solutions-Partners with merchant processing and Payroll services-Cross Sell WATS FX Platform partners (Saas)-TM Risk Management Platforms (SaaS) BBG Partners-Analyze daily reports generated to help build more effective interactions-Service =Sales techniques-Business Technology-Business Acquisition-Equipment loans-Capital Cash flow analysis-Refer SBA lending 7a/504 CRE loans-Recognize complex services to refer to treasury management Show less