Member Profile - Jeffery Katz

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• Jeffery Katz

• Vice President - Senior Loan Officer, Live Oak Bank

• LinkedIn Profile

• ACG Member Since: 2024

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Tell us about your role/firm.

Live Oak Bank specializes in business acquisition/partner buyout financing for lower middle-market companies. For projects that exceed the SBA 7(a) $5 million limit, Live Oak’s combination financing program is a creative solution. We pair an SBA 7(a) loan ($5 million) with a conventional loan up to $4 million along with a line of credit when appropriate. Live Oak Bank is the nation's largest SBA 7(a) lender (by dollar amount) for the past 6 years running.

What are you currently focused on? 

We are currently focused on business acquisition / partner buyout lending opportunities to lower middle-market companies across the country (within all types of industries). We offer 90% financing to eligible borrowers; with the ability to lend up to $7.5 million in unsecured (goodwill) financing.

What have you gained from your ACG membership experience?

Through my ACG membership, I have established strong relationships with industry professionals who have helped me become more focused in the middle-market space. In turn, I have been able to assist those same professionals who have clients seeking acquisition or partner buyout financing.

Motto or quote you live by? 

"When happiness shows up, always give it a comfortable seat."