The Axos Bank Premium Finance team, led by John W. Dixon and Tom Yaeger, continues to prove their commitment to supporting their clients with a range of solutions, as displayed by their breadth of recent transactions. Recent transactions to note include: -Estate Planning and Wealth Preservation Closure for $39.4MM -Farmers Impacted by Estate Tax Transaction for $23.9MM -Generational Wealth Transfer for $11.2MM With a robust infrastructure and creative approach to lending, the team has positioned itself as a reliable expert in premium finance. Learn more about using premium finance as a strategic tool for clients by reading our latest article: https://lnkd.in/gSQ89PJF
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Congratulations to Z Capital Partners, the private equity fund management platform of ZCG (Z Capital Group, LLC), for their ongoing success. By collaborating with our Fund Finance team on subscription credit facilities and their latest hybrid credit facility, Z Capital Partners continues to achieve remarkable milestones. We appreciate our treasury, credit, loan operations, and legal counsel teams for their expertise in successfully executing this deal. Thank you to our dedicated partners Todd Bundrant, Sydney Siwinski, Jonathan Rosaluk, and Michael Kwasigroch from Mayer Brown, along with Kelly Dybala, Corey Bopp, and Reid McKinney from Sidley Austin LLP. Their counsel and expertise are instrumental in navigating fund financing and ensuring successful deal closures. Our fund finance group is expertly led by Trevor Freeman, whose talented team includes Shashi Sadhwani, Daniel Lynch, Michael Ciarlo, Nura Nicolosi, Arthur Pannell, Bindya Kumar, Andrew Vierra, Daniel Sheaman, Bennett Fogel, and Brian Fogel. Their dedication to outstanding client service is pivotal in fostering repeat business and ensuring our clients consistently achieve their goals.
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Happy Independence Day to our esteemed clients and dedicated teams. As we mark the nation's holiday, we reflect on the liberty and resilience that support America's entrepreneurial spirit: a spirit that is embedded in the clients and businesses we support and serve. Founded on July 4, Axos celebrates the anniversary of its founding, and is proud to embody this same spirit as we continue to empower our clients with innovation to achieve independence. To our dedicated teams at Axos, the Fourth of July includes a celebration of the commitment we make to our clients year over year. Our patriotism is anchored in supporting your entrepreneurial dream. #HappyIndependenceDay
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The Axos Fund Finance team is proud to continue its commitment to venture capital as they welcome their new client, Logos Opportunities Fund IV, with the closing of a subscription credit facility. Axos was represented by Joseph W. Silva, Tripp Monroe and Charles Jenkins at Moore & Van Allen PLLC while Logos Global Management, LP was represented by Shartsis Friese LLP. Congrats to the team (Trevor Freeman, Shashi Sadhwani, Daniel Lynch, Michael Ciarlo, Nura Nicolosi, Arthur Pannell, Bindya Kumar, and Brian Fogel)!
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Looking for creative and flexible financing solutions for your real estate ventures? At Axos Bank, we specialize in providing customized, multi-asset note-on-note financing programs nationwide. Our clients benefit from: - Quick and reliable closings - Cost-effective, innovative financing solutions - Personalized attention from our expert lending team Whether you need financing for a unique project or a diverse portfolio of assets, our team's extensive knowledge ensures your specific business needs are met. Connect with Salvatore Salzillo, Greg Mercuri, CFA, and Alec Dohmann to explore how we can help you achieve your financial goals.
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Join the Axos Income Property Lending team at the Greater Los Angeles State of the Market Conference on June 27, presented by Rentv.com, Inc. Come meet Fred Ornelas, Business Development Manager- Commercial Real Estate, and expert panelist, as he weighs in on the latest trends in real estate finance. Don’t miss this opportunity to connect with industry leaders and gain valuable current market insights.
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We're pleased to announce that our Lender Finance team successfully secured a $50 million commitment for a client that specializes in making loans to lower middle-market companies. Each financing requirement is unique, and our lending solutions are tailored to meet the specific needs of our client. We provide a streamlined application and underwriting process that makes it easy to access funds faster. Connect with our Lender Finance team to discover how you can bank differently at Axos. Luke Graham, Riley Kramb, Cameron Clark, CFA, and Garrett Starks are ready to help finance your future ventures. A special thank you to our counsel, Arthur Pannell, and our exceptional partners, Edward Newlands, Eric Holland, and Jay Alicandri from Dechert LLP, for their expertise and partnership in securing this deal.
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Are you a property manager, board member, owner, or real estate professional attending the CooperatorNews New York Expo on June 18? Meet Marshall Fulton, VP, Senior Relationship Manager- HOA and Property Management Banking, to discover innovative HOA banking and lending solutions designed for professionals like you. Find Axos Bank at Booth #1114.
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Axos Bank is proud to be named on USA TODAY's "Best Of" lists for our Business Checking accounts, Essential Checking account, and personal loans. We're honored to be recognized as an industry leader and remain dedicated to helping our clients achieve their financial goals. Interested in transforming the way you bank your business? Schedule a call to discover why clients trust us to manage their finances: https://lnkd.in/gHv8svq Read about our recognitions here: https://lnkd.in/g2Q_eijk
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Axos successfully closed a new subscription credit facility for Brigade Capital Management, LP’s Private Credit Solutions Fund. We are delighted to welcome Brigade as a valued client and are proud to provide customized financial solutions that meet their dynamic needs. We extend our appreciation to Todd Bundrant, Alex Righi, and Michael Kwasigroch from Mayer Brown, and Jan Sysel, Ariel Zell, and Corey Fersel from Fried Frank for their contributions to making this a successful closure. A special thank you to Ninat Lekagul from GreensLedge — his expert guidance was crucial to navigating and simplifying the complexities of this deal. Congratulations to our Fund Finance team, Trevor Freeman, Shashi Sadhwani, Daniel Lynch, Michael Ciarlo, Nura Nicolosi, Arthur Pannell, Bindya Kumar, and Brian Fogel. Interested in exploring how Axos can advance your financial objectives? Connect with our team to discover financial solutions designed to enable your success.
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