MIAMI, FL – Brean Capital recently hosted an Investor Roundtable discussion focused on the expanding investment opportunity in technology-enabled commercial specialty finance. The event brought together leading industry operators and prominent members of the investment community to discuss the investment thesis and industry drivers, including: the opportunities arising out of the lending pullback by banks, the expanded availability of securitization capital to finance nonbanks, the use of technology in small business finance and the excess returns currently available in the sector.
Panelists sharing their insights on the market were: David C. Lee, Chairman & Chief Executive Officer of North Mill Equipment Finance; Anthony Rose, Chief Financial Officer of Kapitus; and Justin Leto, Chief Executive Officer and Co-Founder of Idea Financial.
“We continue to see banks pulling back due to capital issues and regulatory pressures to avoid risk,” stated Osnat Naporano, Brean Capital’s Head of Syndicate.  “At the same time, the securitization market has lowered the cost and expanded the availability of capital for specialty finance companies, while technology improvements have allowed these operators to be more competitive with banks.”
Peter McNierney, Brean Capital’s Head of Investment Banking, added, “The commercial nonbank sector is less well known than the consumer sector, providing investors with continued opportunities for excess returns. Brean Capital has completed over $1.0 billion in financings in this sector and we expect 2024 to be a strong issuance year.”
Brean Capital’s Investment Banking Group is dedicated to helping its clients achieve their strategic and financial goals. For more than 50 years, the Firm has specialized in providing capital raising, M&A and financial advisory services to middle market businesses. Throughout its history, Brean Capital has established a track record of providing its clients with deep market knowledge, commitment and experience to ensure a successful transaction. For more information, please visit: website.
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