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
Auxilior Capital Partners, Inc. Steve Pattison (610) 897-0153 USA $50k $3M
Bank of America John Coppedge (404) 607-5892 USA   $10M
Bank of Hope Robert Leon (310) 308-9749 West $1M $15M
Bci Capital Franchise Finance Trey Peters (410) 300-8586 USA $3M $5M – $25M
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 David Skinner (425) 468-2851 USA $5M  
Customers Commercial Finance, LLC George Muhoray (603) 205-8440 USA $500k $1.5M
Fifth Third Bank Jeff Poe (312) 517-3256 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 Jake Nash (404) 694-7737 USA & Canada $1M $25M
Western Alliance Bank Kevin Fretz (602) 661-6115 USA $5M $25M
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 2/26/22 – 3/1/22

San Diego, CA

 

The Future of Food Service Conference 9/19/22 – 9/21/22 Sheraton Denver, Denver, CO
Pizza Leadership Virtual Summit 6/27/22 Virtual
Restaurant Leadership Conference 4/10/22 – 4/13/22 JW Marriott Phoenix Desert Ridge Resort & Spa, Phoenix, AZ
Women’s Foodservice Forum Annual Leadership Development Conference 3/20/22 – 3/22/22 Dallas, TX
Carl’s Jr. Star Franchise Annual Conference 10/16/22 – 10/20/22 The Greenbrier, West Virginia 
Multi-Unit Franchising Conference 3/29/22 – 4/1/22 Caesars Palace, Las Vegas, NV
McDonald’s Worldwide Convention 4/4/22 – 4/7/22 Orange County Convention Center, Orlando, FL
Independent Organization of Little Caesars Franchisees (IOLCF) Conference 4/3/22 Flamingo Hotel & Casino, Las Vegas
Denny’s Franchisee Association Allied Partner Summit 4/27/22 – 4/29/22 Fairmont Grand Del Mar, San Diego, CA
Self-Service Innovation Summit 12/14/22 – 12/16/22 Hollywood, FL
The NRA Show 5/21/22 – 5/24/22 McCormick Place, Chicago, IL
International Franchise Expo 6/2/22 – 6/4/22 The Javits Center, New York
Jack in the Box JIB-NFA Conference 6/27/22 – 7/1/22 Hilton Hawaiian Village, Honolulu, HI
Franchise Expo West 3/18/22 – 3/19/22 Sheraton Denver Downtown Denver, CO
Taco Bell FRANMAC Convention 10/2/22 – 10/3/22 Las Vegas, NV
NACS National Association of Convenient Stores NACS Show 10/1/22 – 10/4/22 Las Vegas Convention Center, Las Vegas, NV
Restaurant Franchising & Innovation Summit 3/30/22 – 4/1/22 Nashville, TN
Fast Casual Executive Summit 10/9/22 – 10/11/22 Indianapolis 
Interactive Customer Experience Summit

6/1/22 – 6/3/22

Colombus, OH
Restaurant Finance & Development Conference 11/14/22 – 11/16/22 Wynn, Las Vegas
National Franchise Association LEAD Conference 6/7/22 – 6/10/22 Cosmopolitan, Las Vegas, NV
FSTEC 9/19/21 – 9/21/22 Gaylord Texan, Grapevine, Texas