heather endresen - sba lending - sba 7(a) m&a deals

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1 Mergers & Acquisitions SBA 7(a) Business Acquisition Program: Closed Deals

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Page 1: Heather Endresen - SBA Lending - SBA 7(a) M&A Deals

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Mergers & Acquisitions SBA 7(a) Business Acquisition Program: Closed Deals

Page 2: Heather Endresen - SBA Lending - SBA 7(a) M&A Deals

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Year City State Gross Approval NAICS 2011 Redmond WA $ 510,500.00 Other Electronic Parts and Equipment Merchant Wholesalers 2011 Redmond WA $ 150,000.00 Other Electronic Parts and Equipment Merchant Wholesalers 2011 La Verne CA $ 4,400,000.00 Industrial Supplies Merchant Wholesalers 2011 Hawthorne CA $ 2,774,000.00 Cosmetics, Beauty Supplies, and Perfume Stores 2011 Hawthorne CA $ 2,800,000.00 Cosmetics, Beauty Supplies, and Perfume Stores 2011 Kirkland WA $ 1,000,000.00 Computer Training 2011 San Diego CA $ 2,500,000.00 Home Health Care Services 2011 Seattle WA $ 820,000.00 Periodical Publishers 2012 Medina WA $ 3,895,000.00 Other Miscellaneous Durable Goods Merchant Wholesalers 2012 Mukilteo WA $ 500,000.00 Other Miscellaneous Durable Goods Merchant Wholesalers 2012 Centralia WA $ 1,257,000.00 General Freight Trucking, Long Distance, Truckload 2012 Centralia WA $ 200,000.00 General Freight Trucking, Long Distance, Truckload 2012 Seattle WA $ 150,000.00 Database and Directory Publishers 2012 Lynnwood WA $ 105,000.00 Beauty Salons 2012 San Diego CA $ 2,807,300.00 Medical, Dental, and Hospital Equipment and Supplies Merchant Wholesalers 2013 Seattle WA $ 250,000.00 Metal Coating, Engraving (except Jewelry and Silverware), and Allied Service 2013 Seattle WA $ 3,052,500.00 Metal Coating, Engraving (except Jewelry and Silverware), and Allied Service 2013 Mukilteo WA $ 2,465,000.00 Full-Service Restaurants 2013 Seattle WA $ 830,400.00 Electrical Contractors and other Wiring Installation Contractors 2013 Seattle WA $ 1,850,000.00 Electrical Contractors and other Wiring Installation Contractors 2013 Compton CA $ 2,500,000.00 Other Miscellaneous Durable Goods Merchant Wholesalers 2013 Kirkland WA $ 3,100,000.00 Limited-Service Restaurants 2013 Puyallup WA $ 1,900,000.00 Limited-Service Restaurants 2013 San Diego CA $ 1,000,000.00 All Other Health and Personal Care Stores 2014 San Fransisco CA $ 5,000,000.00 Seafood Wholesalers 2014 Seattle WA $ 350,000.00 Electrical Contractors and other Wiring Installation Contractors 2014 Seattle WA $ 4,239,200.00 Electrical Contractors and other Wiring Installation Contractors 2014 Seattle WA $ 25,000.00 IT Consulting 2014 Seattle WA $ 252,200.00 IT Consulting 2014 Fremont CA $ 934,800.00 Offices of Certified Public Accountants 2014 Fremont CA $ 150,000.00 Offices of Certified Public Accountants 2012 Scottsdale AZ $ 2,699,800.00 Offices of Certified Public Accountants 2012 Scottsdale AZ $ 350,000.00 Offices of Certified Public Accountants 2012 Seattle WA $ 563,000.00 Offices of Certified Public Accountants 2014 Chanhassen MN $ 2,315,000.00 Baked Goods Stores 2014 Chanhassen MN $ 100,000.00 Baked Goods Stores 2014 Bellevue WA $ 100,000.00 Baked Goods Stores

$57,895,700 in SBA 7(a) M&A Deals Closed by Heather Endresen Prior to Joining Banc of California

Page 3: Heather Endresen - SBA Lending - SBA 7(a) M&A Deals

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Year City State Gross Approval NAICS 2014 Redmond WA $ 3,431,300.00 Metal Coating, Engraving

2014 Redmond WA $ 400,000.00 Metal Coating, Engraving

2014 La Verne CA $ 2,266,000.00 Retail Sales—Motorcycles ATVs, & Other Cycles

2014 Hawthrone CA $ 3,691,000.00 Special Dye—Tool and Mold Manufacturing

2014 Hawthorne CA $ 750,000.00 Special Dye—Tool and Mold Manufacturing

2014 Kirkland WA $ 1,158,000.00 Other Miscellaneous Durable Goods Merchants

2014 San Diego CA $ 3,100,000.00 Limited-Service Restaurants

2014 Medina WA $ 5,000,000.00 Produce Distribution / Wholesale

2014 Mukilteo WA $ 2,269,000.00 Hydraulic & Pneumatic Installation & Repair Service

2014 Centralia WA $ 875,100.00 Hydraulic & Pneumatic Installation & Repair Service

2015 Centralia WA $ 1,700,000.00 Sign Manufacturing & Installation

2015 Seattle WA $ 300,000.00 Sign Manufacturing & Installation

2014 Lynnwood WA $ 450,000.00 Hydraulic & Pneumatic Installation & Repair Service

2015 San Diego CA $ 621,600.00 Water / Fire Damage Restoration Services

2015 Seattle WA $ 580,600.00 Restaurant and Food Service

2015 Seattle WA $ 2,312,500.00 Retail Sales—Motorcycles ATVs, & Other Cycles

2015 Mukilteo WA $ 350,000.00 Retail Sales—Motorcycles ATVs, & Other Cycles

$29,255,100.00 in SBA 7(a) M&A Deals Closed by Heather at Banc of California, N.A.

Page 4: Heather Endresen - SBA Lending - SBA 7(a) M&A Deals

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Managing Director

SBA Lending

Office: 949-383-9476

Cell: 714-404-3648

[email protected]

Call Heather today for SBA 7(a)

$87,150,800.00 in SBA 7(a) M&A Deals since 2011

SBA Lending Can Help Your Business Go Further. Banc of California’s Small Business Administration (SBA) lending provides expertise in all SBA lending programs. However, what makes Banc of California unique is our specialized proficiency in merger and acquisition (M&A) transactions for small to medium size enterprises. Our specialty expertise and customer dedication make all the difference. We are instrumental in connecting our clients with top M&A advisors – working with our clients and their advisors in the targeting stage, following through until close of the acquisition. We partner with our clients, and their trusted M&A advisors, to navigate through the critical stages of acquiring a business and continue to provide financing support through the execution of the transition plan and growth strategies. Our team of SBA professionals is unique in our level of experience with the specific challenges of acquiring and expanding a business.

Heather Endresen