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ABL Advisor Video Series

The ABL Advisor Video Series was initiated during the coronavirus pandemic as an innovative and engaging way to deliver valuable insights into how this global crisis is impacting the commercial finance community. The ABL Advisor Video Series features exclusive interviews with leading and highly respected professionals from various disciplines of commercial finance, allowing them to share their professional and personal experiences with our national audience of commercial finance professionals.

In this interview, Jim Hudak, President of First Citizens Bank Commercial Finance, provides insights into how First Citizens Bank is strategically positioning itself within the market.
November 12, 2024

 

Charles Ewing and Maria Shumate from Solifi discuss how the Solifi Wholesale Finance platform meets the evolving needs of wholesale lenders in the commercial finance industry...
October 29, 2024
Paul Schuldiner, Leigh Lones, and Andrew Barone of Rosenthal & Rosenthal offer valuable insights into the current asset-based lending and factoring landscape. In this interview, they provide an in-depth analysis of market trends – including both recourse and non-recourse factoring, as well as key developments in asset-based lending...
October 8, 2024

 

Stuart Wall, CEO and Co-Founder of Setpoint, a company that is transforming capital markets workflows from outdated manual systems to efficient, automated solutions for borrowers, originators, issuers and lenders...
September 18, 2024
Paul Aversano, Managing Director and Global Practice Leader of Alvarez & Marsal’s Global Transaction Advisory Group, and Preston Parker, Managing Director and U.S. Practice Leader of Alvarez & Marsal’s Corporate Transactions, discuss the current state of the global Mergers & Acquisitions (M&A) environment for both private equity-based and corporate M&A transactions...
August 28, 2024

 

Andre Hakkak, CEO and Co-Founder of White Oak Global Advisors, provides expert insights into the private credit market – exploring competition in the direct lending market, the role of banks in the lending landscape and more...
August 6, 2024
Bob DiNozzi of Second Wind Consultants and Michael Petrecca of Rise Alliance discuss the recent merger between Second Wind Consultants and Polaris Business Advisors, resulting in the creation of Rise Alliance...
June 28, 2024

 

Jordan Klein, Partner and Co-Chair of the Asset-Based Lending Practice and Financial Services Industry Group at Winston & Strawn, explores the efficiencies generated by the rise of non-traditional lenders...
June 3, 2024
Cedric Henley, Partner and Chief Risk Officer at SLR Capital Partners, meets with Michael Toglia, Publisher of ABL Advisor to discuss the evolving landscape of non-bank lending within the asset-based lending, factoring and equipment finance sectors...
May 10, 2024

 

Don McCree, Vice Chair and Head of Commercial Banking with Citizens Financial Group, shares his insights into the current state of the banking industry, and much more...
April 23, 2024
Gen Merritt-Parikh, President of Haversine Funding, delves into how today's market dynamics are reshaping the landscape of funding accessibility for specialty finance companies...
March 25, 2024

 

Barbara Anderson, Yieldstreet, and Jordan Allen, Garrington Capital US Corp, delve into the intricacies of their newly announced joint venture focused on opportunities in the equipment finance sector...
January 29, 2024
Marcello Cricco-Lizza, Managing Director, Portfolio Manager with Balbec Capital, delves into the challenges confronting both borrowers and lenders within the landscape of the commercial real estate sector...
December 15, 2023

 

Michael Jacoby, Senior Managing Director, Phoenix Management Services, a part of J.S. Held and Carmelo Bueti, Senior Vice President of Corporate Development — J.S. Held, meet with Michael Toglia, Publisher of ABL Advisor to discuss the recently announced acquisition of Phoenix Management by J.S. Held...
November 28, 2023
Carlos Mendez, a Co-Founder and Managing Partner at Crayhill Capital Management, meets with Michael Toglia, Publisher of ABL Advisor to discuss the burgeoning influence of non-bank asset-based private credit providers within the lending market...
October 31, 2023

 

Norma Kuntz, CEO of Gordon Brothers, and Jim Lightburn, Co-Founder and President of Nations Capital, meet with Michael Toglia, Publisher of ABL Advisor, to delve into the details of Gordon Brothers' recent majority investment in Nations Capital.
October 17, 2023
Michael D. Sullivan, Managing Partner at Second Avenue Capital Partners (SACP), meets with Michael Toglia, Publisher of ABL Advisor, to explore the intricate challenges confronting retail sector lenders in the current economic landscape...
September 25, 2023

 

Ed Cong, Partner, Marathon Asset Management, Asset-Based Finance, discusses why Marathon Asset Management is pursing asset-based lending as a highly desirable and scalable product, and the growing role he sees for Marathon AM in both the direct and secondary markets.
August 28, 2023
Jeff Thuringer, Founding Partner and Head of Business Loan Investments, Hyland Hill Investment Partners discusses the state of the distressed commercial real estate market and the many factors that are creating an increased level of uncertainty and distress for both lenders and borrowers...
August 9, 2023

 

Kurt Ruhlin, Wholesale Finance Industry Expert from Solifi, shares his unique insights into the nuances of wholesale finance, commonly called floorplan finance, and provides insights into the benefits a SAAS platform can provide to both existing and prospective wholesale finance lenders...
July 19, 2023
Bobby Lau, Partner, Carl Marks Advisors discusses a recently released survey conducted by Carl Marks Advisors which reveals how the current wave of bank consolidation has encouraged mid-sized U.S. companies to look for alternative lenders...
June 26, 2023

 

Clark Griffith, CEO of newly launched Legacy Corporate Lending discusses the launch of this new middle-market asset-based lending platform with a focus on providing creative financing structures to "Near Bank" commercial borrowers.
May 23, 2023
Jennifer Palmer, Founder and CEO of JPalmer Collective, discusses the launch of JPalmer Collective – a new asset-based lending firm focused on providing customized financing solutions with white-glove, consultative services designed to help businesses grow sustainably and founders to retain their equity...
April 21, 2023

 

Tom Greco, Chief Executive Officer, Hilco Global Advisors, met with Michael Toglia, Publisher, ABL Advisor on March 17, 2023, to discuss the many factors impacting asset valuations across the asset-based and commercial finance sector...
March 28, 2023
In this exclusive interview, Darius Mozaffarian, Partner and President, White Oak Global Advisors discusses the growing demand for non-sponsor backed lending and why this segment of the market core to Oak’s investment strategy...
March 16, 2023

 

Tim Stute, Managing Director, Head of Specialty Finance and Chris Hemler, Director of Specialty Finance, both with Hovde Group discuss the current state of the M&A environment in the commercial finance industry and what may be in store for 2023...
February 6, 2023
David Kucera, Head -- Financial Institutions Group, Capital One, shares his unique perspectives on the impact the rising cost of capital, inflation and changing access to liquidity may have on financial institutions in 2023, as well as other challenges in the capital markets...
January 17, 2023

 

Jessica Nels, a Managing Director in the Capital Markets Team for Churchill Asset Management, discusses the state of the private debt market and the current market and economic dynamics impacting the lending environment...
December 20, 2022
Eliminating risks and ensuring compliance are two of the top challenges asset-based lenders face. Yet many finance lenders are not confident they are equipped on how to manage risk and compliance...
December 2, 2022

 

Michael Mikhail, Founder and CEO, Stratton Equities discusses the important role Hard Money and Soft Money loans play in the real estate market...
November 23, 2022
John Stanfield, Co-President & Chief Financial Officer, Aequum Capital, a newly launched lender serving the lower middle market, provides a view of this new entrant’s unique approach to leveling the competitive commercial finance landscape by providing middle market borrowers access to capital...
October 28, 2022

 

Tony Hokayem, Managing Director and Partner, Colbeck Capital Management, provides a detailed view of the role Covenant-lite credit facilities play in this highly competitive market and the potential impact these credit facilities may have on loan portfolios in the current economic environment...
October 18, 2022
Norma Kuntz, the newly named President and Chief Operating Officer of Gordon Brothers, discusses her vision for Gordon Brothers in a rapidly evolving economic environment utilizing her extensive experience in private equity, asset management, alternative investment and financial services...
September 22, 2022

 

David Spreng, Founder, CEO and CIO of Runway Growth Capital discusses the important role venture debt plays in the market and how this form of financing provides unique advantages for late-stage, pre-profit borrowers...
August 31, 2022
Kevin Griffin, CEO and CIO of MGG Investment Group, provides his unique and forthright assessment of the non-sponsored lending environment...
August 15, 2022

 

Wholesale finance industry expert Kurt Ruhlin from Solifi (formerly IDS, White Clarke Group, and William Stucky & Associates), discusses why asset-based lenders should consider adding floorplan finance (AKA wholesale finance) to their portfolio of products...
July 21, 2022
Kevin Marchetti, Chief Risk Officer, Partner, Varagon Capital Partners discusses the nuances of operating as a lender to middle-market borrowers and private equity firms...
June 16, 2022

 

Larry Klaff, Senior Managing Director and Head of Asset-Based Loans on First Eagle Alternative Credit’s Direct Lending team discusses how the current economic landscape is impacting both healthy and distressed companies...
May 24, 2022
Kristin Maxwell, Global Working Capital Solutions Consultant with Solifi discusses current and emerging technologies asset-based lenders should consider adopting and shares her insights on top technologies for differentiating your ABL organization from the competition...
May 4, 2022

 

Rita Garry, Shareholder, Robbins DiMonte, Ltd., discusses the critical need for banks and finance companies to understand and implement proper procedures for the collection, storage, usage and security of data collected in the business process...
April 20, 2022
Mark Giles, Managing Director, BlueWater Partners discusses changes his firm is seeing in the corporate restructuring market and provides his insights into the differing types of engagements currently in demand...
April 7, 2022

 

Zia Uddin, President & Co-Portfolio Manager, Institutional Portfolios, Monroe Capital meets wthi ABL Advisor’s publisher, Michael Toglia to discuss the success and evolution of Monroe Capital over the past 20 years and the dynamics impacting the lower middle market in various sectors...
March 24, 2022
Dan Tortoriello, EVP and Chief Operating Officer, SLR Business Credit discusses his views of the asset-based lending market. Tortoriello discusses the impact of stimulus money on borrowers, competition, and borrowers’ sensitivity to interest rate hikes...
March 8, 2022

 

Lee Haskin, Chief Executive Officer, Crossroads Financial shares his insights into the current market trends impacting inventory financing in multiple industry sectors from the perspective of a lender focused exclusively on inventory finance...
February 16, 2022
Joseph Lane, Vice Chairman and Chairman of Management Committee, Napier Park Global Capital speaks with Michael Toglia, Publisher, ABL Advisor providing his unique insights into the impact rising inflation, supply chain issues and other factors are having on the financing environment for long-lived, critical-use assets...
January 6, 2022

 

In this webinar, industry experts from Solifi (formerly IDS, White Clarke Group, and William Stucky & Associates) share insights on the positive changes that come from business disruption, challenges, and emerging technology trends. Recognizing the ABL industry lags behind on digital transformation, we will also examine what prevents lenders from adopting emerging technology....
December 6, 2021
Michael Jerbich, President of B. Riley Real Estate shares his insights on the current state of the commercial real estate market touching on office and retail space, and the impact of private equity players in the market...
November 29, 2021

 

Mark Seigel, Managing Partner of Crown Partners discusses his views of the middle-market lending environment from the perspective of a debt advisor working with leading lenders and a variety of borrowers...
November 17, 2021
Paul Schuldiner, Executive Vice President, Rosenthal & Rosenthal discusses his views on the impact of government stimulus packages, supply chain disruptions and more on the asset-based lending, factoring and purchase order finance industries in this exclusive interview...
October 12, 2021

 

Richard Lawrence, Director – Credit Risk Advisory Group, CBIZ discusses the challenges faced conducting due diligence audits during the COVID-19 pandemic and how these challenges created new best practices...
September 28, 2021
Rosanne Doyle, Product Manager for ABL and Factoring with IDS | Secured Finance Technology discusses the challenges asset-based lenders face when connecting disparate systems in an effort to mitigate risk and eliminate low-value touchpoints for borrowers...
September 14, 2021

 

Kristen Palmer, Business Development Officer, Iron Horse Credit discusses the dynamic nature of inventory as collateral for asset-based loans and how nationwide supply chain issues are impacting inventory availability and valuations...
August 27, 2021
In this exclusive interview, Andy McGee, Vice Chairman, White Oak Commercial Finance discusses White Oak’s expansion in the retail sector with the formation of its new National Retail Finance Group...
August 9, 2021

 

Christopher O’Connor, President, Second Avenue Capital Partners provides his observations on the retail sector – from the perspectives of both the lender and the borrower and discusses the future of retail as we enter a revitalized economy...
June 30, 2021
Steve Emerson, Partner with Dry Creek Capital Partners, discusses the various levels of distress in the commercial real estate market and how CRE will be impacted by the new economic phase we are entering as the country reopens...
June 16, 2021

 

Rosanne Doyle, Product Manager for ABL and Factoring with IDS | Secured Finance Technology shares her insights into where the factoring industry has been over the past year and how the players are positioning their companies for success in the post-pandemic economy...
May 28, 2021
Ken Mann, Managing Director of SC&H Capital provides his first-hand insights into the distressed M&A environment over the past year and what commercial finance professionals can expect in a post-COVID economy...
May 12, 2021

 

Lisa Nowak, Lead Product Manager with IDS | Secured Finance Technology provides salient advice to commercial finance leaders considering a migration to a SaaS solution and dispels many misconceptions related to a SaaS integration...
April 29, 2021
Andre Hakkak, Co-Founder and CEO of White Oak Global Advisors shares his insights into the private credit market and the growing role institutional investors are playing in this market...
March 23, 2021

 

Eldon Richards, Chief Technology Officer of IDS | Secured Finance Technology discusses how the adoption of rapid advancements in technology can empower agility in the asset-based lending industry and positively impact the customer experience...
March 29, 2021
George Souri, Founder and Chief Executive Officer of LQD Business Finance, a tech-enabled business lender that is developing a Bitcoin lending platform, explains how the use of Blockchain in the business lending process will increase both efficiency and accuracy, and how cryptocurrency will impact the commercial lending space...
March 23, 2021

 

Suzanne Bury, President and CEO, 1STWEST Background Due Diligence LLC, describes the challenges of completing comprehensive background investigations and the unequalled value of engaging an experienced risk analyst in a time when big data in so prevalent...
March 9, 2021
Greg Eck and Bill Stapel, co-leaders of Fifth Third Business Asset Based Lending Group describe their outlook for the middle market as new leaders of one of the largest asset-based lenders in the U.S...
January 23, 2021

 

Jay Stone, Chief Executive Officer, Hilco Receivables provides his insights into the issues currently being experienced in the lending market when utilizing receivables as collateral...
January 3, 2021
Doug Winget, President, Huntington Business Credit discusses the recent expansion of its asset-based lending team to the west coast with the opening of three new asset-based lending offices in Los Angeles, San Francisco and Portland, OR and the addition of five seasoned ABL professionals...
December 16, 2020

 

Edward King, Founder/Managing Partner, King Trade Capital provides first-hand insights into today’s Purchase Order finance market, and the impact of disruptions in the supply chain on the commercial finance industry...
December 1, 2020
J. Scott Victor, Founding Partner/Managing Director, SSG Capital Advisors discusses the current state of the middle market from the perspective of an independent boutique investment bank specializing in special situations, and provides a deeper dive into what is driving activity in the distressed middle market...
November 12, 2020

 

Michael Friedman, CEO, Hilco IP Merchant Banking discusses the state of the Intellectual Property investment market, and why it is critical to possess deep knowledge of the factors that impact IP asset valuations in this highly specialized focus of commercial finance...
October 27, 2020
Tim Stute, Managing Director, Head of Specialty Finance, Hovde Group discusses the current state of the M&A market for commercial lenders and provides an intriguing outlook for the future of M&A in the finance community...
October 7, 2020

 

Mike Sharkey, President, Fifth Third Business Capital reflects on his career establishing and managing numerous highly successful ABL business and describes his thoughts on the keys to success...
September 22, 2020
Jim Loughlin, National Practice Leader/Managing Director, Business Restructuring & Turnaround Services for BDO discusses the challenges lenders, borrowers and restructuring professionals must consider when engaging in a turnaround situation during these unprecedented times...
September 9, 2020

 

Laurie A. Martin Montplaisir, Attorney, Robbins, Solomon & Patt, Ltd. discusses the impact the COVID-19 pandemic has had on the bankruptcy process and how factors and asset-based lenders need to be prepared for the challenges this unique environment is creating for all players involved in the bankruptcy process...
August 20, 2020
Doug Winget, President, Huntington Business Credit discusses the unique challenges the economy is presenting middle-market borrowers and asset-based lenders. Winget also discusses the importance of providing ABL products for the bank’s non-ABL borrowers...
July 27, 2020

 

Kathleen Lepak, Asset Based Lending Business Director, People’s United Business Capital discusses the challenges faced by credit underwriting and portfolio management teams in the COVID-19 environment, how the lender finance unit of People’s has been impacted by the crisis, and working with borrowers remotely...
July 14, 2020
Michael Haddad, President, Capital Finance, Sterling National Bank discusses how new approaches to working with middle-market borrowers remotely can strengthen the lender/borrower relationship, the impact the crisis has had on credit underwriting, and his insights into the future for asset-based lenders...
June 30, 2020

 

Ken Frieze, CEO, Gordon Brothers provides his insights into the impact of the COVID-19 crisis on asset-based lenders and his outlook for the economy over the next year...
June 10, 2020
Robert Katz, Managing Director, EisnerAmper discusses the benefits and potential risks for borrowers participating in the Paycheck Protection Program...
May 21, 2020

 

In this second installment of a two-part interview with Ted Koenig, President and CEO of Monroe Capital, he discusses how in challenging economic times, certain lenders can "play offense" by getting involved in opportunistic lending...
May 11, 2020
In this first installment of a two-part interview with Ted Koenig, President and CEO of Monroe Capital, Ted provides his insights into how the COVID-19 pandemic is impacting lending markets...
April 27, 2020
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