How2Exit Episode 63: Lisa Forrest - Co-Director of Sponsor Finance and Search Fund Lender.

She is a 30-year + banking industry veteran with expertise in both SBA and Conventional lending products focused on the unique needs of lower middle market businesses. In this capacity, she focuses on Searchfund acquirers of privately held, lower middle market companies using SBA and Conventional loans for transactions up to $50MM in enterprise value. She is widely regarded as one of the industry’s “go-to” resources nationally for her expertise in M&A deal structuring for the Searchfund ecosystem from Self_Funded/SBA to Traditionally funded Searchers using non-recourse Conventional debt structures. Prior to joining Live Oak, Lisa served as a Director and Business Development Officer for Banc of California’s National M&A lending division. Lisa has also led business development efforts for Union Bank, Fortune Bank, and established a sales presence for Well Fargo in the Pacific Northwest and Alaska, and prior to that led overall banking operations as the COO for The Money Store/First Union.

Lisa received her undergraduate degrees (BS/Finance with a second concentration in Economics) and MBA degree from California State University, Sacramento. Live Oak Bank is a proud sponsor of Searcherfunder.COM; The Searchfund Alliance; Search fund Coalition; The Think Like a CEO podcast series. Ms. Forrest is a frequent speaker/panel moderator for
ETA conferences and events and various M&A/ETA association events.

Lisa is an avid golfer, outdoor enthusiast and dog lover.
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Contact Lisa on
Linkedin: https://www.linkedin.com/in/forrestlisa/
Website: https://www.liveoakbank.com/mergers-and-acquisition-loans/
Email: Lisa.forrest@liveoak.bank

If you’d like additional ways to support this podcast, you can become a patron here: https://www.patreon.com/bePatron?u=66340956
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Reach me to sell me your business, be on my podcast or just share some love:
Linkedin: https://www.linkedin.com/in/ronskelton/
Twitter: https://twitter.com/ronaldskelton
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Instagram: https://www.instagram.com/how2exitpodcast/

Have suggestions, comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150
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How2Exit Joins ITX's Channel Partner Network!

-Why ITX?
Since 1998, ITX has created $5 billion in value by selling more than 225 IT businesses in 20 countries. ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years ITX has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match.

"Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron Skelton

The ITX M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.

If you are interested in learning more about the process and current market valuations, complete the contact form and we’ll respond within one business day. Everything is kept confidential.

Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit
https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.
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Watch it on Youtube: https://youtu.be/keJaHfWmDUE
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Other interviews:

Lane Carrick - serial entrepreneur and sold multiple businesses in his career: https://youtu.be/cAEGiqiieQw

Carl Allen - M&A Expert with Over $47 billion in deals: https://youtu.be/VIU2Lqj_FY4

Walker Deibel - the best-selling author of Buy Then Build: https://youtu.be/xoUH_Ixeook

Mike Mausteller - Business Coach, Executive Coach, Trainer, and Speaker: https://youtu.be/yYLEAfafxWc

Simon Bedard - Founder and CEO of Exit Advisory Group, M&A firm in Australia: https://youtu.be/obNiIbx5mJ0

Kison Patel - CEO and Founder of DealRoom and and M&A Science Academy: https://youtu.be/VR4nSM8HT18
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