Team

Bruce Marks, Senior Vice President

First Bank of the Lake is ranked in the top 1% of most active SBA 7(a) lenders in 2023 (by lending volume) by the U.S. Small Business Administration. The bank funded over 1,000 loans for over $1 billion, helping SBA borrowers nationwide (Funding dates Jan 1, 2020 to Feb 22, 2024).

For more details, visit their website.

Sam Rosati, Founder & Managing Partner

Pursuant Capital is a founder-centric independent sponsor dedicated to building enduringly profitable companies through strategic investments across the U.S. With over 15 years of M&A experience, the team has executed transactions totaling $300 million. They emphasize a passion for small business and offer opportunities for individuals seeking new challenges.

For more details, visit their website.

Michael Jerman, Managing Partner

Hollywell Partners is an accounting and finance consulting firm offering on-demand services such as deal diligence, quality of earnings analysis, and finance leadership. With a team of professionals from Big 4 firms, they cater to mid-cap, private equity, and search funds, providing tailored solutions like QofE diligence, as well as other fractional, project, and interim support to help businesses achieve their accounting and financial goals.

For more details, visit their website.

Sam Rosati, Founder at Pursuant Capital, has over 15 years of experience as an investor and business owner. For more details, click here

Ujwal Velagapudi, Owner at UV Holdings, is an experienced entrepreneur and investor with a proven track record of successfully owning and selling multiple businesses. For more details, click here

Andrey Kim, former McKinsey Associate Partner, has over 15 years of experience in leading and advising B2B services and industrial businesses. For more details, click here