Steve Philpott Email & Phone Number

Duluth, GA, US

Duluth, GA

I provide financial planning and wealth management services including risk management, cash flow analysis, retirement planning, college planning, investment strategies, estate planning, business succession planning, retirement plans and employee benefits.

• Provides total financial needs analysis through a network of experienced professionals with expertise in:
• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

Provides investment banking and financial advisory services to corporate clients throughout the eastern United States. Primary services include advisory and placement of debt and equity, financial restructuring, bank advisory, transaction advisory and merger and acquisition advisory. Focus is primarily on middle market companies and the financial.

Originated asset-based, structured finance and leveraged cash flow relationships for both public and privately owned firms in a broad range of industries. Financings primarily provided for leveraged buyouts, acquisitions, recapitalizations, turnarounds, sale leasebacks, preferred equity partnerships, project finance, timberland acquisition and.

Structured and underwrote both sole lender and syndicated asset-based relationships for public and privately owned firms in a broad range of industries. Financings provided for acquisitions, recapitalizations, turnarounds and refinancings. Lead due diligence teams responsible for general business and industry analysis, management assessment, collateral.

Originated, underwrote and managed syndicated asset-based and leveraged cash flow relationships for both public and privately owned firms in a broad range of industries. Financings primarily provided for leveraged buyouts, acquisitions, recapitalizations and growth oriented credit facilities. Lead due diligence and portfolio management teams to include.

Originated asset-based and leveraged cash flow lending products within various southeastern states. Targets included middle market manufacturing, distribution and service companies with sales between $30 million and $1 billion. Successful in the identification, solicitation, underwriting, structuring, and documentation of credit facilities to fund.

Originated, underwrote and managed middle market asset-based loan relationships. Prepared and implemented annual marketing plans, cross-selling other commercial bank products and the supervision of office staff. Developed annual operating budgets for existing client base, monitored performance relative to budgets, analyzed industry and competitive trends.