“I don’t think I have ever gotten a call of a business nature that took me so much by surprise as this did,” said Gober, who answered this writer’s spur-of-the moment call from an unknown number on a Friday evening. He never thought he had a chance to win the honor himself … but he has done exactly that.
He’s attended the ceremony of every single winner since the award was introduced in 2014. Live Oak Bank specializes in acquisition financing across all industries nationwide, with maximum project size of $8 million.The man who’ll be remembered for playing a large part in how funeral homes present merchandise and who was recently named the International Cemetery, Cremation and Funeral Association’s Educational Foundation’s Lasting Impact Award Winner is a certified public accountant and not a licensed funeral director or a cemeterian?ĭoug Gober, a partner at The Foresight Companies, played at the ceremonies of two of the previous award winners with the band the Cryptones. “Our deep understanding of M&A means we understand complex equity structures and are able to structure deals that go beyond the transaction itself to ensuring a successful business in the long term.” “Broad financing options, flexible terms, competitive rates, speed and technology are just a few of the benefits of working with Live Oak Bank to finance M&A – along with the extensive expertise of our lending team,” Anderson said. Most recently, she served as a director and business development officer for Banc of California’s national M&A lending division. Prior to joining Live Oak Bank, Forrest led business development efforts for Union Bank and Fortune Bank, established a sales presence for Well Fargo in the Pacific Northwest and Alaska, and served as the COO for The Money Store/First Union. Over the past five years, Forrest funded more than $150 million in SBA loans for M&A transactions on a nationwide basis.
She is an industry leader in this niche and is able to assist sellers, buyers and acquisition advisors in structuring financing that addresses the needs of all parties.įorrest brings more than 28 years of SBA-specific lending experience and is widely regarded as one of the industry’s go-to M&A financing resources for top-tier, lower middle-market SBA transactions. Over the past five years, she developed a passion and a strategic focus for acquisition lending utilizing the SBA 7(a) program. “This new segment, under the direction of seasoned industry experts, will help M&A advisors, intermediaries and individuals or groups structure their M&A business.”Įndresen has launched and served as managing director of several successful SBA lending business units over the past 20 years, including Citibank, Union Bank and, most recently, Banc of California. “Selling or merging a business is incredibly complex and often overwhelming for business owners,” said Kay Anderson, director of emerging markets at Live Oak Bank. This segment was developed to help customers understand the process of buying other businesses and the role of financing in structuring a transaction. Live Oak Bancshares added Heather Endresen and Lisa Forrest as senior loan officers for the bank’s new mergers and acquisitions (M&A) lending team.
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