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Save
the Date |
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CFA's
65th Annual Convention
Nov. 4-6, 2009
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2008 Participating Sponsors
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| Bridge
Finance Group is a specialty finance company with a national presence
serving the middle market. We offer specialized expertise in asset-based
and SBA/USDA loans across numerous industries, including an expertise
in healthcare financing. Our products provide solutions for turnarounds,
growth, restructurings, working capital needs and acquisition financing.
We are a flat; streamlined organization built to make quick decisions
and provide unparalleled service. Each client's financial goals
are unique, and in response we deliver thoughtful, customized loan
structures and avoid the pitfalls of template lending, which make
the Bridge Finance Group, “The Way to Grow”. |
| Key
Contact: Amanda
Bowser, 312.568.5696 |
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| Goldberg
Kohn is a Chicago-based, full-service commercial law firm serving
clients across the country and around the world. The firm has a
nationally recognized Commercial Finance practice that handles hundreds
of significant loan transactions annually. Richard Kohn of the firm
serves as Co-General Counsel of the CFA. Goldberg Kohn also has
a particular expertise in international asset-based lending. During
the past 25 years, Goldberg Kohn has represented clients in scores
of international lending transactions throughout Europe, Asia, and
South and Central America. Our attorneys have also represented CFA
in a number of international finance projects with the United Nations
Commission on International Trade Law (UNCITRAL), and Richard is
currently on the Expert Group for the UNCITRAL Secured Transactions
Guide. Goldberg Kohn is the Chicago member of Meritas - an international
alliance of 200 business law firms around the world. |
| Key
Contact: Richard
Kohn, 312.201.3920 |
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| Otterbourg,
Steindler, Houston & Rosen will be celebrating its 100th anniversary
in 2009. The firm specializes in the representation of financial
institutions and creditors, including commercial banks, investment
banks, asset-based lenders and hedge funds in all aspects of their
businesses, including the structuring and documentation of loan
transactions, acquisitions, litigation and alternative dispute resolution,
real estate transactions, workouts, restructurings and bankruptcy
proceedings. The firm has particular expertise in leveraged finance,
asset based lending and second lien loans, whether within the United
States or cross-border, as well as the representation of committees
of unsecured creditors in large and complex bankruptcy reorganization
cases throughout the United States. It is also well known for its
representation of individual institutional lenders, bank groups,
commercial enterprises and other secured and unsecured creditors
in complex, high profile litigation and its role as co-general counsel
for the Commercial Finance Association. |
| Key
Contact: Jonathan N. Helfat,
212.661.9100 |
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| Lloyds
TSB Commercial Finance is the leading asset based lender of the
United Kingdom’s high street banks with over 14,000 clients
and commitments of over $4bn. In recent years Commercial Finance
has expanded into Europe and the USA. We now have ABL capability
throughout mainland Europe. Our US operation now consists of 6 people
actively looking to participate in ABL loans. Currently we have
$750M of commitments and have a growing appetite. We believe we
can bring European knowledge to the US market, together with the
stability of a AAA rated parent company and speed of commitment. |
| Key
Contact: Jeremy Harrison,
212.930.5025 |
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| Medallion
Business Credit can provide entrepreneurial start-ups and seasoned
businesses with working capital lines of credit ranging from $250,000
to $7,000,000 collateralized by accounts receivable, inventory,
machinery, equipment and real estate. Medallion’s management
specializes in financing manufacturers, distributors and service
providers in the following industries: food distribution, marketing
and graphic design services, finance companies, technology delivery,
industrial product manufacturers [stone, fabric, glass, lumber,
pipe, etc.], maintenance services and cleaning products, recycling,
printing, healthcare and software consulting staffing agencies.
We are experienced in responding to industry-driven cycles and able
to provide the financing necessary to match the working capital
needs of businesses in transition. Medallion’s flexible lending
practices invites start-ups, rapid growth companies, acquisitions,
operational expansions and/or funding turnaround business plans
as well as for companies who want to exit the banking environment.
Medallion offers competitive pricing, a committee-free credit approval
process, covenant-free agreements and timely closings. Our skilled
staff is trained to service our clients’ individual needs. |
| Key
Contact: Gerald J. Grossman,
212.328.2124 |
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| CRG
Partners is a leading provider of operational improvement and
financial restructuring services specializing in creating value
for the stakeholders of under-performing companies. CRG Partners
offers superior leadership and expertise of the restructuring
process, while collaborating with our clients’ management
teams to quickly identify, develop and implement solutions that
yield sustainable results. With an international presence and
offices throughout the country, CRG Partners is one of the largest
advisory and interim management firms in the U.S. |
| Key
Contact: Scott Avila,
310.753.1324 |
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| With
over forty years of achieving results and creating value, Getzler
Henrich is one of the nation’s oldest and most respected names
in middle market corporate turnaround and restructuring. With a
focus on turnarounds and workouts, crisis management, operational
restructuring, financial advisory and bankruptcy, Getzler Henrich
has successfully restructured more than a thousand companies in
dozens of industries throughout the world. Getzler Henrich professionals
generate realistic solutions to challenges confronting distressed
businesses or their creditors as either advisors to senior management
or as interim/crisis managers. Whether effecting a restructuring
out-of-court, or guiding a company through the bankruptcy process,
Getzler Henrich executes solutions with competence, integrity and
a sense of urgency to maximize value. |
| Key
Contact: Lee Goldberg,
617.742.1230 |
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| Corporation
Service Company, a privately-held company, is a leading provider
of legal and financial services for many of the world’s largest
companies, law firms and financial institutions. Founded in 1899,
CSC offers clients an integrated, comprehensive portfolio of services
including Uniform Commercial Code searching, filing, and online
portfolio management services. CSC provides solutions for commercial
banks, capital finance companies, large leasing enterprises and
legal firms specializing in secured transactions. With CSC, you
get quick and reliable solutions for all your UCC needs. CSC has
the largest online UCC database and film library and the most powerful
keyword search logic that finds more records and filings on name
variations or incorrectly indexed than any other service provider
or state database. Plus, CSC customer service is unparalleled in
the industry, with live, personalized service from dedicated account
experts during extended coast-to-coast business hours. To learn
more about CSC, visit www.cscglobal.com. |
| Key
Contact: Paul Schultz,
800.927.9801 |
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| Landsbanki
Commercial Finance is a division of Landsbanki Islands hf (est 1886)
which has offices in 17 countries. Landsbanki is a European Corporate
and Investment bank with total assets of $50 billion. The bank focuses
on serving mid-cap companies in Europe. The bank’s unique
product line includes access to both debt and equity markets; its
research department is among the most comprehensive in Europe, including
some 90 analysts covering more than 800 European stocks locally.
Landsbanki and its subsidiaries operate in all major financial centres
of Europe, and have North American representation in New York and
Halifax. Through its extensive distribution network, Landsbanki
has a strong platform to deliver targeted financial services based
on local expertise. Landsbanki Commercial Finance has considerable
experience in multi jurisdiction deals and has underwriting capacity
to circa $500M. LCF provides a wide and sophisticated range of global
asset-based lending and structured finance, cash flow top-up, leveraged
facilities and mezzanine finance. |
| Key
Contact: Brent Osborne,
+ 44 (0)20.7866.5100 |
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| Resource
Management Partners, Inc. is a national provider of Portfolio Management
services and Rediscounting programs to independent factoring companies
offering accounts receivable-based financing for small to medium
sized businesses. We also provide Transportation Financing, Contractor
Financing, and Risk Management services for contractors working
on public works projects. |
| Key
Contact: James DiCamillo,
631.738.0047 |
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| Founded
in 1903, Gordon Brothers Group is a global advisory, restructuring
and investment firm specializing in the retail, consumer products,
industrial, and real estate sectors. Gordon Brothers Group maximizes
value for both healthy and distressed companies by purchasing or
selling all categories of assets, appraising assets, providing debt
financing, making private equity investments, and operating businesses
for extended periods. Gordon Brothers Group conducts over $40 billion
in transactions and appraisals annually. |
| Key
Contact: Henry Mittelman,
617.422.6543 |
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| Vedder
Price’s Financing and Secured Transactions attorneys represent
borrowers, lenders, and mezzanine financiers in a broad array of
transactions. Lending clients, including commercial finance companies,
banks, trustees, credit providers, second lien lenders and other
institutional lenders receive the benefit of Vedder Price’s
experience in structuring asset-based, general commercial and cash-flow
loan transactions, loan restructurings and equipment leasing transactions.
The firm’s Finance and Transactions Group works closely with
the attorneys in its Bankruptcy and Insolvency practice to design
protective structures, manage and implement workouts, representing
creditors in bankruptcies and in structuring and implementing debtor-in-possession
financings. The firm also represents financial institutions in a
variety of transactions with companies across the full-spectrum
of the health care industry. |
| Key
Contact: Michael A. Nemeroff,
312.609.7858 |
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| Since
1992 Sherwood Partners, LLC has been called upon by shareholders,
stakeholders and senior executives when hard decisions had to be
made. Many of the premier venture capital, Wall Street, financial
and legal institutions engage Sherwood to assist in the decision
making process. We introduce proven financial and operational practices
that make a difference. As one of the premier business advisory
and consulting firms Sherwood leverages its deep roots and relationships
in the restructuring and turnaround business to assist investors
in preventing what can go wrong in their portfolio. Sherwood’s
seasoned business team develops and provides more than a report
– we go above and beyond traditional tactics to help make
decisions and implement plans that achieve exceptional results.
Sherwood specializes in the areas of: corporate restructuring, crisis
management, wellness review™, forensic accounting, due diligence,
debt negotiations, asset & managed liquidations, bankruptcy
advisory services and Assignments for the Benefit of Creditors (ABC). |
| Key
Contact: Martin Pichinson,
650.454.8001 |
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| Banks
are tightening up and loans are harder to find in the conventional
way. Factors will see more deals this year than ever before. Be
able to do deals you would not be able to do with use of Purchase
Order Financing. Out bid your competition with use of Hartsko’s
competitive rates. Out do your competition with use of Hartsko’s
speed and accuracy. Your business will increase, your profits will
grow, the secret is Hartsko. Hartsko’s Approach and Strengths
: We evaluate transactions and look beyond your client’s balance
sheet. We are privately held and our decisions are made very fast
and our funding can be done between 3 to 7 business days. We work
across many industries, company types and purchase order sizes.
We do WIP and FG transactions and support both domestic and international
business. We can grant your clients access to working capital without
having to sacrifice equity. Hartsko has many years of manufacturing
and L/C experience. Our focus is on the transaction so anything
we finance will make it more secure for you. |
| Key
Contact: Richard Eitelberg,
718.229.0440 |
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| Buccino
& Associates, Inc. is one of America's premier financial advisory
and turnaround consulting firms. Since 1981, the firm has dedicated
its practice to corporate revitalization. Our mission is to provide
debtors, creditors, investors and other constituencies the highest
quality and most cost effective services available to enhance cash
flow and position companies for long-term profitability. Buccino’s
staff of experienced professionals has been engaged by hundreds
of clients domestically and internationally applying our hands-on,
“Do It Today” approach which has proven effective for
three decades. |
| Key
Contact: Gerald P. Buccino,
312.629.1200 |
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| Tiger
Valuation Services, LLC is a full-service inventory appraisal and
advisory firm focusing on retail, wholesale and industrial companies.
Our group delivers comprehensive inventory appraisals to global
financial institutions. Through affiliate groups, Tiger Valuation
provides disposition services and makes strategic investments in
consumer companies. The Company has offices in Boston, Los Angeles
and New York. |
| Key
Contact: Mike Aho, 617.523.5864 |
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| Dopkins
ABL Consulting specializes in performing pre-loan surveys, recurring
collateral field examinations and other due-diligence procedures
to the ABL industry. Strategically located throughout North America
with full-time, experienced field examiners, the firm helps commercial
finance companies, banks, and factors improve the profitability
of their loan portfolio through effective risk evaluation, collateral
monitoring, and reliable and accurate field examinations. Led by
Certified Fraud Examiners and licensed CPA’s, the firm also
provides turnaround consulting, litigation support and expert witness
services to businesses, attorneys and lenders in the area of commercial
finance and corporate turnarounds. Dopkins ABL Consulting developed
and authored the revised curriculum for the CFA’s Field Examiner
School and frequently conducts seminars and industry panels on field
examinations, due diligence, fraud and white-collar crime. Frustrated
by poor report turnaround, inexperienced examiners or the lack of
value-added information? Learn how the professionals at Dopkins
ABL Consulting Services have helped asset-based lenders deal with
these issues when outsourcing field examinations. |
| Key
Contact: Joseph A. Heim,
716.634.8800 |
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| C&R
Credit Services, Inc. is a licensed, bonded private investigative
agency which specializes in comprehensive background investigations
necessary for the due diligence process. Our investigative process
does NOT rely on data base information for research purposes. Direct
investigations provide the most accurate and timely information
available. Quality of reporting, competitive pricing structure and
excellent customer service has made C&R Credit Services, Inc.
one of the top investigative firms in the country. |
| Key
Contact: Tonya Spillmon,
800.283.0909 |
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| Founded
in 1994, Medical Capital is a specialty financial services company
serving the healthcare industry. We provide accounts receivable
financing and other asset-based solutions to satisfy clients’
capital needs and enable them to achieve their key business objectives.
Leveraging our healthcare expertise, we’ve become known for
our ability to customize solutions and work within critical timeframes.
We require no upfront fees and provide a no-cost analysis. Services
include, but are not limited to, Accounts Receivable programs, Debtor
in Possession financing, mezzanine, reorganization and acquisition
funding. |
| Key
Contact: Adam Field, Sr.,
800.824.3700 |
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| Winston
& Strawn LLP is an international law firm with 950 attorneys
among eleven offices in Charlotte, Chicago, Geneva, London, Los
Angeles, Moscow, New York, Newark, Paris, San Francisco, and Washington,
D.C. The exceptional depth and geographic reach of our resources
enable Winston & Strawn to manage virtually every type of business-related
legal issue. We serve the needs of enterprises of all types and
sizes, in both the private and the public sector. We understand
that clients are looking for value beyond just legal expertise.
With this in mind, we work hard to understand the level of involvement
our clients want from us. We take time to learn about our clients’
organizations and their business objectives. And, we place significant
emphasis on technology and teamwork in an effort to respond quickly
and effectively to our clients’ needs. |
| Key
Contact: William Brewer,
212.294.6793 |
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| The
Clear Thinking Group, LLC is a national advisory organization, with
offices on the east and west coasts, that specializes in working
with companies in the consumer product manufacturing, distribution
and retail industries. We specialize in assisting middle market
companies during times of crisis, strategic change, opportunity,
growth, sale, and acquisition. We are successful turnaround specialists
that also work confidently in the bankruptcy arena. We successfully
work with Asset Based Lenders in assisting them with their clients
when operational and/or financial difficulties arise. CTG’s
distinct advantages for our Clients: Over 200 years of collective
leadership experience which provides immediate, thoughtful and executable
solutions for our clients. Big-firm expertise and experience with
small-firm personal attention to each and every client. Broad operational
experience provides a unique insight into our clients’ business
and allows us to ‘hit the ground running’ on client
engagements. Significant transaction advisory experience creates
a “one-stop shop” for our clients. |
| Key
Contact: Brian Allen,
971.404.7733 |
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