Finance Companies Typical Deal Size
Company Contact Phone # Regional Focus Min Avg.
Amegy Bank Terry Morales (713) 232-5003 Southwest USA $5M $20M
Atlantic Capital Bank Mike Smith (404) 460-4426 USA $150k $3M
Bank of America John Coppedge (404) 607-5892 USA   $10M
Bankers One Capital Reginald Heard (203) 791-9998 USA $50k $625k
BBVA Compass Kevin Fretz (602) 778-0787 USA $1M $20M
Bci Capital Franchise Finance Joe Serio (443) 391-5943 USA $1M $3M
BMO Franchise Finance Rick Thompson (949) 413-3450 USA    
BOK Financial Ross Davis (713) 289-5887 Southwest/Mid West $2M $10M
Bridge Funding Group, Inc. Dave Stansbery (480) 319-3042 USA $1M $4M
Cadence Bank Dan Holland (770) 274-6877 USA $5M $15M
Capital One National Association Mauro Maris (646) 231-9267 USA $10M $25M
CIT Bank Chris Wren (214) 675-3333 USA $10M $15M
Citizens Bank Restaurant Finance Armando Pedroza (949) 726-7307 USA   $20M
City National Bank Subbu Viswanathan (213) 673-9028 USA $5M  
Customers Commercial Finance, LLC George Muhoray (603) 205-8440 USA $500k $2M
Fifth Third Bank Kevin Combs (770) 321-9797 USA $5M $30M
First Fidelity Bank Rob Gerlak (480) 905-6406   $1M $4M
First Franchise Capital Bill Nicholson (317) 428-3835 USA $1M $3M
First Horizon Bank, Restaurant Finance Kimberly Savilonis (480) 375-9892 USA $5M $22M
Flagstar Bank Steven Lick (248) 312-2087 USA $250k $3M
Gulf Coast Restaurant and Franchise Finance William Popa (219) 670-7969 USA    
HSBC Bank USA Chris Barton (212) 525-0740 USA $5M $10M
Huntington National Bank John Luehmann (614) 480-4400 USA $5M $15M
Live Oak Bank Sims Richardson (919) 961-6780 USA $200k $1M
M & T Bank Karen Schonfeld (410) 244-4252 USA $1M $15M
Manufacturers Bank Donn Yamada (310) 630-0231 California   $1.5M
Marlin Capital Solutions Chris Holland (856) 505-4206 USA $1k $75k
Mechanics Bank Scott Hoover (949) 525-5141 CA, OR, NV $500k $2M
MidCap Financial Bernie Lajeunesse (215) 280-9325 USA $5M $15M
MUFG Union Bank Brian Geraghty (617) 513-4432 USA $10M $30M
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
Pinnacle Commercial Capital Bill Wildman (317) 472-2828 USA $1M $6M
Regions Restaurant Bank Robert Daniel (404) 888-5103 USA $10M $25M
Signature Financial John Black (817) 446-0120 USA $1M $5M
Sterling National Bank Lindy Baldwin (402) 312-2542 USA $500k $2M
Stonebriar Commercial Finance Greg Burns (952) 449-5194 USA & Canada $5M  
TCF Commercial Finance Rick Riecker (201) 258-9202 USA $2M $5M
TD Bank – Restaurant & Franchise Finance Tom Dill (908) 237-4768 East Coast $1M $5M
Texas Capital Bank Brian Frank (203) 246-8035 USA $5M $15M
Vendor Alliance Capital, Inc. Jim Pinho (978) 681-4000 USA $100k $1M
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 $2M $8M
Sale Leaseback Companies
Marcus & Millichap Hank Wolfer (206) 826-5730 USA    
Financial Advisors
Peak Franchise Capital LLC Mike Elliott (972) 982-2292      
Trinity Capital, LLC David Stiles (310) 268-8330      
Valuation Experts/Brokers
Advanced Restaurant Sales, LLC Robert Hunziker (678) 229-2384      
Auspex Capital Shriram Chokshi (562) 424-5157      
NDA, Inc. Byron Burge (502) 724-9391      
FranBizNetwork Carter Asefi (925) 391-2724      
Frazier Capital Valuation (FCV), Inc. Stephen Bethel (213) 439-9956 x 102    
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 2/4/20 – 2/7/20 Nashville, TN
International Franchise Association Annual Convention 2/8/20 – 2/11/20 Orlando World Center Marriott Orlando, FL
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 3/18/20 – 3/19/20 Paris Hotel, Las Vegas
Restaurant Leadership Conference 3/22/20 – 3/25/20 Phoenix, AZ
Women’s Foodservice Forum Annual Leadership Development Conference 3/29/20 – 4/1/20 Dallas, Texas
Carl’s Jr. Star Franchise Annual Conference 3/31/20 – 4/1/20 The Crossing at Carlsbad, CA
Multi-Unit Franchising Conference 4/14/20 – 4/17/20 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 4/26/2020 Bally’s Casino Las Vegas, Nevada
Denny’s Franchisee Association Allied Partner Summit 4/28/20 – 5/1/20 Rancho Mirage, CA
Domino’s Franchisee Association (DFA) National Meeting 5/12/20 – 5/13/20 Mandalay Bay, Las Vegas
The NRA Show 5/16/20 – 5/19/20 McCormick Place, Chicago, IL
International Franchise Expo 5/28/20 – 5/30/20 The Javits Center, New York
Jack in the Box JIB-NFA Conference 7/20/20 – 7/24/20 The Gaylord Pryland Resort Nasville, TN
Multi-Unit FoodService Operators Conference (MUFSO) 9/28/20 – 9/30/20 Sheraton Denver Downtown Denver, CO
Taco Bell FRANMAC Convention 10/4/20 – 10/7/20 San Diego, CA
NACS National Association of Convenient Stores NACS Show 10/11/20 – 10/14/20 Las Vegas Convention Center
Independent Hardee’s Franchisee Association (IHFA) Fall Convention & Tradeshow 10/12/20 – 10/15/20 New Orleans, LA
Fast Casual Executive Summit 10/18/20 – 10/20/20 Charlotte, NC
BK North America Convention 10/27/20 – 10/29/20 Orlando, FL
Restaurant Finance & Development Conference 11/9/20 – 11/11/20 Wynn Hotel Las Vegas
Dairy Queen Operators’ Association (DQOA) Annual Convention 11/16/20 – 11/20/20 Kauai, Hawaii