Representative Searches
All central and identifiable information within the following current and representative searches has been redacted for the privacy of our clients.
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Current Searches
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Our client is a highly respected middle-market banking organization with a strong entrepreneurial culture, relationship-driven approach, and broad institutional capabilities. The bank has established specialty finance platforms across traditional Asset-Based Lending, Receivables Finance, Equipment Finance, Sponsor Finance, and related commercial banking products. The organization is continuing to invest heavily in the expansion of its national ABL platform and is seeking a senior executive to lead and grow the business.
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Lead and oversee all aspects of the Asset-Based Lending and Factoring businesses, including originations, underwriting, portfolio management, operations, and strategic growth initiatives.
Drive national business development efforts and expand relationships with middle-market companies, private equity sponsors, referral sources, and centers of influence.
Manage and mentor sales, credit, and portfolio management teams while fostering a collaborative, performance-oriented culture.
Oversee the ABL division’s balance sheet and P&L, ensuring strong financial performance, disciplined credit management, and continued platform expansion.
Partner closely with commercial banking, credit, workout, and executive leadership teams to deliver creative structured finance solutions to clients.
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Leadership role overseeing a growing national ABL platform with meaningful executive visibility and succession planning potential.
Focus on middle-market ABL transactions with typical deal sizes ranging from approximately $10MM–$100MM and average commitments in the $35MM–$40MM range.
Strong emphasis on relationship banking, sponsor-backed transactions, and entrepreneurial decision-making.
Ideal candidates will possess deep middle-market ABL experience, strong private equity and referral source relationships, proven leadership capabilities, and a track record of driving growth within a commercial finance platform.
Opportunity to help shape the continued national expansion strategy of a well-capitalized and highly collaborative banking organization.
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President, Asset Based Lending
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Our Client is an asset valuation, monetization, investment, and advisory firm. They specialize in assisting both distressed and healthy companies manage surplus assets by providing a complete asset disposition strategy. The Asset Disposition division focuses on investing in and monetizing assets through orderly liquidations and auction sales. The Appraisal division provides valuations of machinery & equipment and inventory in all industry verticals. The Field Exam division provides field exams conducted by experienced professionals that banks, asset based lenders, private equity firms, and other stake holders can rely on. Our Client has performed thousands of appraisals, auctions, and store closings on behalf of financial institutions, restructuring professionals, private equity firms, and business owners. Our reputation is our best asset.
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This position will oversee all field exam activities, be accountable for product delivery and quality, drive hiring and team development, play an instrumental role in business development activities, and have full responsibility for this line of business’s P&L.
More specifically, duties will include (but are not limited to) the following:
Work with business development team to sell and market field exams
Attend in person and online meetings with existing and new clients to discuss our credentials and initiate applicable vendor approval processes
Assist management team in completing required steps in vendor approval processes
Attend local and national industry events to generate awareness around our new service in the market
Create document templates to support field exam workflow
Engagement letters
Client questionnaires
Exam work papers
Final report
Work with clients to obtain information necessary to perform field exams and conduct applicable testing
Recommend staffing needs to support continued growth of the practice
Hire and train staff as needed, manage workflow and staff scheduling
Review field exam staff work product
Work with clients to review field examination results along with answer any questions that may arise
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Competitive salary as well as bonus opportunities
Travel opportunities
Ability to work in a dynamic, fast-paced environment
Competitive health insurance and vacation packages
401K plus company matching retirement savings accounts
Advancement opportunities within a growing firm
Join a boutique shop looking for employees that are interested in growing with the company
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Managing Director - Field Exam
Director or Managing Director Senior Underwriter/Team Leader, Non Bank Lender
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Our client is a leading independent asset-based lending firm specializing in providing financing solutions to middle-market companies across the U.S. The firm delivers tailored credit facilities to businesses experiencing rapid growth, turnaround situations, or undergoing ownership transitions. Our client differentiates itself by combining deep structuring expertise with flexibility, offering loans ranging from working capital to growth and acquisition financing. Its seasoned leadership team emphasizes relationship-driven lending, fast execution, and the ability to provide creative financing structures that traditional banks often cannot. They finance public and private companies with revenues from 250MM to 1B, offering loan structures in the 100-300MM range.
The Head of Underwriting will oversee our client’s underwriting function, leading a team of senior and junior underwriters while managing the firm’s underwriting pipeline. This executive will play a central role in transaction evaluation, structuring, and execution, ensuring high-quality credit decisions and smooth loan closing processes. The position reports directly to the CEO.
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Manage and monitor the underwriting pipeline across new transactions.
Lead and mentor the underwriting team, assigning deals and guiding underwriting execution.
Oversee due diligence, including collateral field exams, asset appraisals, and company-provided materials, to assess risks and deal merits.
Facilitate the credit approval process, including preparation of credit memoranda and participation in approvals.
Supervise legal documentation, operational onboarding, and transaction closings.
Partner with Business Development Officers, Portfolio Managers, Operations, and Finance.
Run weekly New Business Pipeline meetings and support Board reporting on new business/underwriting activity.
Provide funding projections and assist in syndication efforts.
Contribute to strategic initiatives and ad hoc projects as directed by executive management.
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Bachelor’s degree in Accounting or Finance preferred; advanced degrees/certifications (CPA, CFA, MBA) desirable.
15 years of senior secured lending experience preferably with a non bank lender.
Proven ability in underwriting leadership, with deep knowledge of credit structuring.
Strong Microsoft Office skills, particularly in Excel, Word, and PowerPoint.
Track record of training mentoring and developing staff
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Business Development Officer – Factoring, Texas preferred (Remote with travel)
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Our client is a well-established and respected commercial finance company with a strong reputation in working capital solutions. Having built a successful platform within transportation factoring, the organization is strategically expanding into additional industries and is seeking an experienced Business Development Officer to help drive that growth.
This is an opportunity to join a highly entrepreneurial environment where business development professionals are empowered to build their own portfolio while leveraging an experienced credit, underwriting, legal, and operations team dedicated to delivering timely execution and exceptional client service.
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The Business Development Officer will be responsible for originating new factoring relationships, developing referral sources, and managing opportunities from initial prospecting through closing. This individual will play a key role in expanding the company's presence beyond transportation into broader commercial markets.
The ideal candidate is a self-starter with a proven ability to develop business, structure creative working capital solutions, and build long-term client relationships.
Originate and close new factoring relationships with middle-market businesses.
Develop and maintain a consistent pipeline of new business opportunities through direct calling, networking, centers of influence, and referral partners.
Structure customized receivables finance solutions tailored to each client's needs.
Partner with internal credit, underwriting, legal, and operations teams throughout the transaction process.
Evaluate transaction risk, including advance rates, reserves, pricing, and overall deal structure.
Present new opportunities for internal approval and advocate for transactions throughout the underwriting process.
Maintain strong relationships with clients following closing while identifying opportunities for additional growth.
Stay informed on industry trends, competitive activity, and market developments.
Represent our client at industry conferences, networking events, and trade associations.
Qualifications
Bachelor's degree in Finance, Accounting, Business, or a related discipline preferred.
Five or more years of business development experience within factoring, receivables finance, or commercial finance.
Experience originating non-transportation factoring relationships is strongly preferred.
Strong understanding of commercial credit, debtor risk, and transaction structuring.
Demonstrated success developing new business and consistently building a quality sales pipeline.
Excellent relationship management, negotiation, communication, and presentation skills.
Ability to work independently while collaborating effectively with internal teams.
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Additional Details
Join an established commercial finance platform with an outstanding reputation in the marketplace.
Opportunity to help lead strategic expansion into new industries.
Strong internal credit, underwriting, and operations support.
Entrepreneurial culture with significant autonomy and visibility.
Competitive compensation program with attractive incentive opportunity.
Remote flexibility with travel for client meetings, business development, and industry events.
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Relationship Manager – Asset-Based Lending, Northeast US, Connecticut
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Our client is a well-established commercial finance company specializing in asset-based lending solutions for middle-market businesses. They are seeking an experienced Relationship Manager to oversee a portfolio of lending relationships while partnering closely with borrowers, operations, and executive leadership.
This is an excellent opportunity for a commercial finance professional who enjoys managing client relationships, analyzing credit performance, and helping businesses navigate every stage of the lending lifecycle. Our client focuses on ABL deals in the $2-20MM range.
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The Relationship Manager will be responsible for managing an established portfolio of asset-based lending relationships, overseeing credit quality, collateral performance, and client satisfaction. This individual will work closely with internal credit and operations teams while serving as the primary point of contact for borrowers.
The ideal candidate will have experience in asset-based lending and possess strong financial analysis, portfolio management, and relationship management skills.
Manage and maintain an assigned portfolio of asset-based lending relationships.
Serve as the primary relationship manager for borrowers, addressing ongoing credit and operational matters.
Analyze borrower financial statements, collateral performance, and overall credit quality.
Monitor collateral availability and approve daily funding activity.
Partner with operations to ensure accurate loan administration and ongoing portfolio management.
Coordinate new client onboarding, loan closings, amendments, renewals, and borrower exits.
Complete annual relationship reviews and ongoing portfolio reporting.
Monitor higher-risk relationships and develop action plans for watch list, workout, or liquidation situations when necessary.
Collaborate with legal counsel and other service providers as needed.
Support other members of the portfolio management team as business needs require.
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United States (Northeast US) Hybrid position in Connecticut
Bachelor's degree in Finance, Accounting, Business, or a related field preferred.
Five or more years of experience in commercial lending, asset-based lending, commercial finance, or portfolio management.
Strong understanding of commercial credit analysis, collateral monitoring, and portfolio risk management.
Knowledge of commercial loan documentation and the legal framework surrounding commercial finance.
Excellent financial analysis, communication, and relationship management skills.
Proficiency with Microsoft Office and commercial lending systems.
Ability to manage multiple client relationships while working independently and collaboratively.
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Managing Director, Originations
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Our client is a well-known BDC seeking experienced business development professionals to originate and grow a national portfolio of specialty finance transactions. This individual will focus primarily on Asset-Based Lending while identifying opportunities across a broad range of secured lending solutions, including opportunistic credit, healthcare finance, FILO facilities, and other specialty finance products.
We are recruiting in the Northeast, Chicago and other key markets in the US.
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Source, structure, negotiate, and close new Asset-Based Lending and specialty finance transactions.
Develop and expand referral relationships with banks, private equity firms, turnaround professionals, investment banks, consultants, and direct borrowers.
Evaluate opportunities from both a business development and credit perspective.
Partner with underwriting, portfolio management, and product specialists throughout the transaction process.
Represent the firm in the marketplace through networking and industry involvement while contributing to the continued growth of the national origination platform.
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Ideal locations include New York, Chicago, or other major U.S. markets.
Minimum of 10 years of Asset-Based or specialty lending experience with a strong foundation in credit, collateral analysis, and transaction structuring.
Experience across ABL, healthcare finance, FILO structures, or other specialty finance products is preferred.
Proven track record of originating and closing new business with an established referral network.
Entrepreneurial, self-motivated professional with strong market credibility and long-term leadership aspirations.
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