Financial Messages


Submitted on Thursday, January 12, 2012

Email: Dr.Sachs@SachsScientific.com
Name: Dr. Steve Sachs
Organization: Sachs Scientific
Phone: 818-398-8780
Fax: 818-780-5541
Category: Financial

Message: I have a client starting an online pre-need funeral insurance company who is looking to raise a total of $1mm. They have a management team with over 100 years of industry experience, and are looking to address a very compelling, $8 billion niche market.

The Chairman & CEO was the leading Wall St. funeral business analyst during the 1990s, and co-owned and was CFO for a company with 72 funeral homes.

The endeavor is fully documented, including an Executive Summary, Business Plan, full Financial Projections, SEC Qualification docs, Bylaws, fleshed-out Financial Model, all shareholder docs, investor suitability docs, exhibits, articles, and more.

I am seeking introductions to Angel Investors and early-stage VC funds. I can invite you to a no-obligation presentation by the CEO and mgt. team members Monday or Tuesday, 1/16/12 or 1/17/12. I can also send you a subset of these documents upon request.

E-mails only please.

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Wednesday, January 11, 2012

Email: stevenbarouh@gmail.com
Name: Steven Barouh
Organization: Business
Phone: 424-901-9025
Category: Financial

Message: Have a client looking to raise from qualified investors/firms $3-20M for a "green" initiative project in the field of packaging. The business plan provides the evidence to support his claim of being "environmentally friendly/green" and profitable. For more information, call me at 424-901-9025.

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Wednesday, January 4, 2012

Email: bsorotsky@elcamino.edu
Name: BILL SOROTSKY
Organization: Small Business Development Center (SBDC)
Phone: 310-938-5540
Category: Financial

Message: Looking for Bank or Non-Bank lender for non-profit energy related company

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Wednesday, December 21, 2011

Email: fwg@gastonandgaston.com
Name: Frederick Gaston
Organization: Gaston and Gaston, APLC
Phone: 619-398-1882
Fax: 619-398-1887
Category: Financial

Message: A client is starting a new factoring company with a seasoned team. They are looking for investment of 5MM to 10MM. I am thus requesting introductions to folks at smaller banks, VC firms and/or private equity houses. Emails only please. FG

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Monday, November 28, 2011

Email: gar@garlaw.us
Name: Gregg Rapoport
Organization: Law Offices of Gregg A. Rapoport, APLC
Phone: (626) 585-0155
Fax: (626) 585-0355
Category: Financial

Message: Citimortgage maintains an online list of real estate appraisers who are either "Ineligible" or "Monitor/Ineligible" but does not allow the public to access the list except by means of an request from a "correspondent customer." I am looking for a correspondent to make this request on my behalf. E-mail responses only please.

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Friday, November 25, 2011

Email: cgross@williamsribbribb.com
Name: CHARLES GROSS
Organization: Williams & Ribb LLP
Phone: 213-683-1013
Fax: 213-683-0510
Category: Financial

Message: I need for a client some info on recommended KPI's (key performance measures) for financial analysis using an ERP system (enterprise resource planning). If you are familiar with selecting the proper measurements parameters please contact me.

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Wednesday, November 23, 2011

Email: tmenik@b2bcfo.com
Name: Tom Menik
Organization: B2B CFO
Category: Financial

Message: I met with a prospect today that I am unable to help who has a definite need. It is a very well funded start up, just emerging into revenue. They are looking for a part time CFO. They require a very specific skill set:

  1. Subscription online commerce at a high volume, fairly sophisticated level.
  2. Development of sales in international markets in multiple languages.
  3. Large firm CPA audit experience preferably heavy in Internet based activities.

They are a sophisticated group, who have built another internet company between 2000-2005 and sold to Viacom for a fairly large amount. Not a lot of hours immediately, the position is replacing a part time CFO who is the husband of their VP Business Development who is no longer able to spend this time away from his full time CFO job. They are looking for this individual to work their way into a bigger role to guide the strategic direction of the customer acquisition process and other key metrics in the online world. They would like this person to transition into a full time position, but are realistic that if someone can add value on a part time basis, they may not be interested in staying on. Once the metrics are identified, and the measurement systems implemented, they will be able to get by with a more accounting management focused CFO.

Let me know if you are interested, or know of anyone who is qualified. The company is located in Glendale, CA.

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Tuesday, November 22, 2011

Email: slavaeddin@bostonprivatebank.com
Name: Steve Lavaeddin
Organization: Boston Private Bank & Trust Company
Category: Financial

Message: I have a client who owns an office building in Pueblo Colorado and is looking for a bank to finance 8,600 sq. ft. of medical tenant improvements. If you have any banking/commercial lender contacts in Colorado, please reply by email only. Thanks!

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Friday, November 4, 2011

Email: klarabergman2@gmail.com
Name: Klara Bergman
Organization: The K. Bergman Group, LLC
Phone: 805-260-6444
Category: Financial

Message: Need your help!! Does anyone know a top level executive at LNR Servicing in Miami Beach, Fla.? Either loan origination or servicing?

Appreciate your assistance very much.

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Thursday, November 3, 2011

Email: james.lyon@ubs.com
Name: Jim Lyon, CFA
Organization: UBS
Phone: 805-367-3630
Category: Financial

Message: My client, a provider of internet entertainment content, is looking for a 6 month $250,000 loan. Loan proceeds to be used to complete the due diligence on the acquisition of two internet properties. Client can collateralize loan with an EPIC credit card processing account with a $30,000 per month run rate from existing internet sales.

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Wednesday, October 26, 2011

Email: james.lyon@ubs.com
Name: Jim Lyon, CFA
Organization: UBS
Category: Financial

Message: My client, a CFO of a personnel services business operating in the US and in certain overseas markets, is looking for an experienced and credible private company valuation expert to help place a value on the firm for financing purposes. Firm typically does $50 to 60 million in revenues per year.

E-mails only please.

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Saturday, October 15, 2011

Email: hgoldman99@yahoo.com
Name: Howard Goldman
Phone: 818-398-9959
Category: Financial

Message: I have to do some financial projections for a small software (games) company that is intending to go public via a reverse merger. I would like to get an idea of the one-off costs involved in the reverse merger and an estimate of the annual costs for such things as attorneys, CPA's, SEC filings etc. for a small public company. It would also be helpful if I could find some pro-forma financial statements for similar companies for benchmarking.

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Tuesday, October 11, 2011

Email: danny.zelaya@ml.com
Name: Danny Zelaya
Organization: Merrill Lynch
Phone: 213.236.2028
Category: Financial
Message: Hello Everyone,

I have a client who is Bolivian and needs a Spanish speaking CPA to assist him with a Federal Transfer Certificate. The client currently lives in Bolivia but will travel to LA if needed.

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Tuesday October 4, 2011

Email: mike@menerey.com
Name: Mike Menerey
Organization: MKM Consulting
Phone: (626) 447-5055
Fax: (626) 447-9522
Category: Financial

Message: I have been asked to assist a SPAC (special purpose acquisition corporation; a public company) who recently raised money and is intent on finding a company, preferably in the oil services business, to buy or to merge with. The acquisition/merger value would have to be at least $250 million in price; if there were some drilling activity included, it’s fine, but not important. The company must be based in the US or Mexico.

Beyond the oil services industry, they would also consider companies in the food or food-related business; in retail; in hotel management for a number of properties; or a private REIT that wanted to go public.

Please contact the undersigned if you know of any targets.

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Tuesday, October 4, 2011

Email: sg@GerberCo.com
Name: Selwyn Gerber
Organization: GCo
Phone: 3104324382
Category: Financial

Message: Accts Receivable financing needed by our client for receivables generated from installation and management of a state-of-art network of 3D/2D digital displays in convenience stores, supermarkets, shopping malls, sports arenas, and other suitable venues, for the purpose of providing paid advertising and entertainment content to shoppers, travelers and spectators. Secure contracts with major locations in place. Emails only pls.

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Friday, September 30, 2011

Email: tomever@att.net
Name: THOMAS EVERSOLE
Organization: Advent
Phone: 310 559 6970
Category: Financial

Message: Our client, Litus Inc, is developing a super efficient, uncooled ceramic internal combustion engine and has extensive patent protection. The founder has an immediate capital need ( 50,000$ ) and will pledge interest in the intellectual property estate as collateral. If interested call or email.

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Thursday, September 29, 2011

Email: ftaboada@taboadarochlin.com
Name: Frank Taboada
Organization: Taboada Rochlin LLP
Phone: 8188088247
Fax: 818-593-6301
Category: Financial

Message: Accounting - Banking -- Have client in wine & spirits distribution business that is looking for a new accounting relationship. Client has operations in Central Coast region and LA area and contemplated in Nevada. Emails only please

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Tuesday, September 20, 2011

Email: rozur@socal.rr.com
Name: Ron Ozur, CPA
Organization: Ron Ozur,CPA
Phone: 818 370-6985
Fax: 818 907-9572
Category: Financial

Message: I have a client that needs AR financing on medical workman's compensation receivable which seems to be very difficult. They need $150,000 on AR of approx. $600,000; we all know workman's compensation receivables do not fit the normal mode and take a long time to collect in comparison to other types of receivables.

Understand the rate may be a little higher. Another challenge is that it is a small loan.

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs


Submitted on Friday, September 16, 2011

Email: cgross@williamsribbribb.com
Name: CHARLES GROSS
Organization: Williams & Ribb LLP
Phone: 213-683-1013
Fax: 213-683-0510
Category: Financial

Message: I have a new client that is an investor in a swim wear company in NY. The apparel company owner has a good reputation in the industry. She is establishing a new entity with new swim wear concept. The investor has put monies in for working capital and a factoring relationship has been established. The company has $5 MM of orders booked but needs P.O. financing to bring the product in from Hong Kong. I am getting more info but I estimate a $2 MM line is needed. The investor will guarantee and has assets of about $10 MM with $3 MM of liquid assets.

Please e-mail me if interested so due diligence can be set up.

 

DISCLAIMER ~ AllCities Email Announcements are a free service provided to our members and prospective members. These messages are the sole responsibility of those members posting the message. AllCities does not control the subject matter or content of any message nor does it warrant the accuracy of any message. AllCities makes no warranty that any content on such emails will meet a member or prospective members needs