Finance Companies Typical Deal Size
Company Contact Phone # Regional Focus Min Avg.
Atlantic Capital Bank Mike Smith (404) 460-4426 USA $150k $3M
Auxilior Capital Partners, Inc. Steve Pattison (610) 897-0153 USA $50k $3M
Bank of America John Coppedge (404) 607-5892 USA   $10M
BBVA USA Kevin Fretz (480) 490-5033 USA $4M $25M
Bci Capital Franchise Finance Joe Serio (443) 391-5943 USA $1M $3.5M
BMO Franchise Finance Rick Thompson (949) 341-6103 USA    
BOK Financial Ross Davis (713) 289-5887 Southwest/Mid West $1M $7.5M
Bremer Bank Shaun Coard (612)782 2863 USA    
Bridge Funding Group, Inc. Dan McKew (410) 771-0292 USA $1M $3.5M
Cadence Bank Dan Holland (770) 274-6877 USA $5M $12M
Capital One National Association Mauro Maris (347) 803-8273 USA $10M $25M
Citizens Bank Restaurant Finance Armando Pedroza (949) 726-7307 USA $15M $25M
City National Bank Subbu Viswanathan (213) 673-9028 USA $5M  
Customers Commercial Finance, LLC George Muhoray (603) 205-8440 USA $500k $1.5M
Fifth Third Bank Kevin Combs (770) 321-9797 USA $10M $28M
First Fidelity Bank Rob Gerlak (480) 905-6406   $1M $5M
First Franchise Capital Bill Nicholson (317) 503-5519 USA $1M $4.5M
First Horizon Bank, Restaurant Finance Kimberly Savilonis (480) 375-9892 USA $5M $22M
Flagstar Bank Steven Lick (248) 312-2087 USA $500K $3M
Gulf Coast Restaurant and Franchise Finance William Popa (219) 670-7969 USA $300K  
Horizon Bank Steve Kring (219) 362-0821 IN, MI $500K  
Huntington National Bank John Luehmann (614) 480-4400 USA $5M $15M
Live Oak Bank Sims Richardson (919) 961-6780 USA $250K $1M
Manufacturers Bank Donn Yamada (310) 630-0231 West Coast $1M $2.5M
MidCap Financial Doug McKenzie (416) 839-2837 USA $5M $15M
MUFG Union Bank Shawn Janko (404) 222-4239 USA $15M $25M
Northern Bank & Trust Thomas Fratto (781) 569-1524 East Coast/Mid West $50k $1M
Pacific Premier Bank Franchise Capital Michael Vallorosi (201) 746-6935 USA $500k $2M
People’s United Bank John Dysart (774) 722-5261 USA $3M $12M
Pinnacle Commercial Capital Bill Wildman (317) 472-2828 USA $300K $4M
Signature Financial John Black (817) 602-0437 USA $1M $5M
Sterling National Bank Lindy Baldwin (402) 312-2542 USA $1M $3M
Stonebriar Commercial Finance Greg Burns (612) 940-0960 USA & Canada $3M $10M
TCF Commercial Finance Rick Riecker (201) 258-9202 USA $2M $4M
TD Bank – Restaurant & Franchise Finance Tom Dill (609) 575-5313 East Coast $1M $5M
Texas Capital Bank Brian Frank (203) 246-8035 USA $3M $7.5M
The Northern Trust Company Tim Robbe (312) 557-5375 USA   $23M
Vendor Alliance Capital, Inc. Jim Pinho (978) 681-4000 USA $100k $500K
Wells Fargo Bank – Restaurant Finance Matt Kochan (760) 918-2740 USA & Canada $1M $25M
Western Alliance Bank Matthew James (602) 386-2306 West/Southwest $5M $10M
Western Equipment Finance, Inc. Laurie Bakke (701) 665-1615 USA $10k $250k
Wintrust Franchise Finance Evan Bossard (847) 266-2141 USA $1M $10M
Zions First National Bank Kelly Robertson (208) 501-7468 Western USA $1M $5M
Sale Leaseback Companies
Marcus & Millichap Hank Wolfer (206) 826-5730 USA    
Financial Advisors
AB Advisory & Analytics, LLC Alex Blanton (682) 224-3037      
C Squared Advisors  Patrick McCauley (614) 787-2576      
Pacific Management Consulting Group John Gordon (858) 874-6626      
Peak Franchise Capital LLC Mike Elliott (972) 982-2292      
Trinity Capital, LLC David Stiles (310) 231-3110      
Valuation Experts/Brokers
Advanced Restaurant Sales, LLC Robert Hunziker (678) 229-2384      
Auspex Capital Shriram Chokshi (562) 424-5157      
FranBizNetwork Carter Asefi (925) 391-2724      
Main Street Florida Realty, Inc. Ed Karabedian (407) 375-9307      
National Franchise Sales Alan Gallup (949) 428-0483      
Newmark Knight Frank Valuation & Advisory Brock Rule (816) 373-1890      
Praetorian Group Gene Cerrotti (888) 358-3325      
Industry Conference Calendar
Conference Name Conference Conference Location
Association of Kentucky Fried Chicken Franchisees, Inc. (AKFC) Annual Convention 3/7/22 – 3/10/22 Gaylord Palms Resort Orlando, FL
International Franchise Association Annual Convention 2/25/21 Virtual (https://www.franchise.org/convention)
The Franchise Times Finance & Growth Conference 3/9/20 – 3/11/20 Renaissance Dallas at Plano Legacy West Hotel
IHOP Blue Roof Franchisee Association (BRFA) Annual Meeting 10/13/21 – 10/14/21 Caesars Palace, Las Vegas, NV
Restaurant Leadership Conference 12/6/21 – 12/9/21 JW Marriott Phoenix Desert Ridge Resort & Spa, Phoenix, AZ
Women’s Foodservice Forum Annual Leadership Development Conference 3/21/21 – 3/24/21 Virtual (https://wff.org/Conference-On-Demand/Sessions)
Carl’s Jr. Star Franchise Annual Conference 9/19/21 – 9/23/21 Ritz Carlton, Maui, HI
Multi-Unit Franchising Conference 8/31/21 – 9/3/21 Caesars Palace, Las Vegas, NV
McDonald’s Worldwide Convention 4/20/20 – 4/23/20 Orange County Convention Center, Orlando, FL
Independent Organization of Little Caesars Franchisees (IOLCF) Conference 10/24/21 The Linq Hotel & Casino, Las Vegas
Denny’s Franchisee Association Allied Partner Summit 4/20/21 – 4/22/21 Trump National Doral, Miami, FL
Domino’s Franchisee Association (DFA) National Meeting 10/3/21 – 10/5/21 The Mirage Las Vegas
The NRA Show 5/21/22 – 5/24/22 McCormick Place, Chicago, IL
International Franchise Expo 9/24/21 – 9/25/21 The Javits Center, New York
Jack in the Box JIB-NFA Conference 7/7/21 – 7/10/21 Gaylord Opryland Nashville, TN
Multi-Unit FoodService Operators Conference (MUFSO) 9/28/20 – 9/30/20 Sheraton Denver Downtown Denver, CO
Taco Bell FRANMAC Convention 9/27/21 – 9/29/21 The Broadmoor, Colorado Springs, CO
NACS National Association of Convenient Stores NACS Show 10/5/21 – 10/8/21 McCormick Place Convention Center, Chicago
Independent Hardee’s Franchisee Association (IHFA) Fall Convention & Tradeshow 10/11/21 –10/13/21 New Orleans, LA
Fast Casual Executive Summit 10/3/21 – 10/5/21 Charlotte, NC
BK North America Convention

10/27/20 – 10/29/20

Orlando, FL
Restaurant Finance & Development Conference 11/8/21 – 11/10/21 The Bellagio Las Vegas
Dairy Queen Operators’ Association (DQOA) Annual Convention 11/17/21 – 11/21/21 Grand Hyatt Kaua’i Resort and Spa Kaua’I, HI
FSTEC 9/11/21 – 9/14/21 Gaylord Texan, Grapevine, Texas