Lisa Forrest is a Co-Director of Sponsor Finance/Searchfund Lending at Live Oak Bank. 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, and 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.
Links:
Linkedin: https://www.linkedin.com/in/forrestlisa/
Website: https://www.liveoakbank.com/mergers-and-acquisition-loans/
Director, Sponsor Finance/Searchfund Lending
Live Oak Bank Banking Company
425.999.2042 (mobile-direct)
Lisa.forrest@liveoak.bank
Contact: Ron
https://twitter.com/RonaldSkelton
https://How2Exit.com
https://Linkedin.com/in/Ronskelton
Interested in meeting other entrepreneurs who would like to buy/sell SMB’s We network twice a month
Check out "SMB Acquisitions Entrepreneurs Networking -Virtual" https://www.meetup.com/smb-buy-sell-networking/ sponsored by How2Exit podcast
Join our SMB Acquisition Entrepreneurs slack group:
https://join.slack.com/t/smbbuyersandsellers/shared_invite/zt-10kjcidlg-H6eGnpW~MhITCF2VsHtO0A
