Los Angeles Regional SBDC Access to Capital Team (ACT)
Connecting Small Business Clients with Lenders and Other Capital Providers
The Los Angeles Regional SBDC Access to Capital Team (ACT) was created to assist small business clients seeking SBA 504, SBA 7(a), conventional and alternative loans, as well as investor capital.
We are a diverse group of finance professionals with expertise in SBA, conventional, and alternative financing – dedicated to helping small businesses get the capital they need for growth.
Our team of former lenders, ex-CFOs and other entrepreneurially minded SBDC consultants delivers services in both English and Spanish. And, as always, our services are provided to small business clients at no charge.
Small Business Clients
We Are Your Capital Needs Advocate
The search for capital can be a time-consuming and often frustrating process.
The ACT team works hands-on with small business owners to assess their capital needs, develop and organize the information needed for capital infusion readiness and make introductions to our network of lenders and, where a fit exists, potential equity partners.
We continue to work with you all the way to the finish line and beyond!
We Enhance Your Clients’ Borrowing Experience
We enhance the loan origination process by providing your clients a helping hand in completing their loan package, guiding them through forms, helping them meet specific information requirements, and making their borrowing experience a more efficient, personal and satisfying one.
We also understand that small business clients sometimes come with unique situations and varying needs. Should your lending solutions not meet a client’s needs, we can provide assistance in finding an alternative solution – a true win-win!
Want to learn more about how the Access to Capital Team can help you reach your goals?
Services We Deliver
We are hands-on and high-touch, offering a range of services to support small businesses seeking capital and their lenders
- Advisory and Technical Assistance for Loan and Investor Readiness
- Business Plan/Executive Summary Preparation
- SBA Loan Eligibility and Pre-flight Financial Analysis
- Borrower and Lender Introductions
- Loan Packaging Assistance
- Financial Projections Support
- Pre- and Post-funding Follow-up
Meet Our ACT Advisors
Nathaniel (Nate) Jemison has more than 20 years of experience in commercial and corporate lending to corporate and middle market companies. He is an experienced Business Banker specializing in Access to Capital, Financial Analysis, and Business Loan Consulting Services. Nate is a graduate of California State University Long Beach and has worked for Security Pacific National Bank, Union Bank, and Manufacturers Bank. He has also provided independent financial consulting services to small and medium-sized businesses for over 20 years. Since 2001, Nate has owned a small business financial consulting business and has been providing Access to Capital, Loan Packaging, and Small Business Technical Assistance Advising services for the Los Angeles SBDC Networks since 2008. Currently, he is the manager of the LA SBDC Access to Capital (ACT) team at the Long Beach Lead Center. In addition, Nate has been a part-time Credit Underwriter for a minority-owned Los Angeles area Certified Development Financial Institution (CDFI) since 2001.
Max Ordonez is a Business Advisor with expertise in Loan Advising, Business Planning, Loan Document Preparation, Finance, and Financial Projections. With over 30 years of experience as an entrepreneur and executive in various industries, including construction, re-development, manufacturing, and distribution, Max specializes in providing funding advice and direction for startups and established businesses. He is also knowledgeable in management, strategic planning, and public-private partnerships. Max is the owner of a strategic growth and program management consultancy in Los Angeles and is a native Angelino residing with his family in Whittier, California.
Ed Anderson is a Credit Analyst and Underwriter with expertise in providing small business support and advice on Access to Capital, Business Plans, Performance Projections, Credit Analysis, and Negotiation. He is experienced in analyzing financial records, credit, collateral, and preparing budgets, as well as improving processes through recommending operational changes. Ed also evaluates and improves sales, marketing, and branding strategies. He has extensive knowledge of financial projections, credit analysis, loan packaging, and lending resources. Ed identifies opportunities for future business development and expansion while developing and maintaining internal and external channels.
Lori Williams is a Financial Consultant specializing in Finance, Accounting, Tax, and Legal Structures. She is a Certified Enrolled Agent (EA) from the IRS for Tax Preparation and Audit, and provides expertise in forecasting, profitability assessments, and business feasibility analysis. Her accounting services include general bookkeeping, accounting systems, and QuickBooks. Lori also provides support for legal structures, including the overview of types and reasons to choose, set-up, and ongoing compliance. She supports managerial accounting, including customized external reports monitored monthly to ensure profitability. Lori develops models specific to the company to answer critical financial questions and teaches clients how to become their own CFO. She also provides QuickBooks training, including desktop versions for PC or Mac, and assists with set-up, chart of accounts customization, and memorized transactions. Lori reviews monthly reports, runs audit reports, and fixes mistakes to ensure accurate financial management.
Miriam Aguilar has more than 15 years of experience as a business advisor and trainer for several Small Business Development Centers. She specializes in Access to Capital, QuickBooks Online or Desktop, and is bilingual in Spanish. Miriam provides guidance for startups and established business owners with their access to capital needs, funding loan program options, including SBA loans, and advises on licensing and permits, business plan development, and preparing projections and budgets. She is a Certified QuickBooks ProAdvisor and offers guidance on how to use both desktop and online versions. Miriam conducts webinars in Spanish on startup, business plan, and QuickBooks. She holds a B.A. in Spanish Literature from UCLA.
Keith Rogers is a highly experienced professional specializing in providing access to capital and commercial credit solutions for small businesses in Pasadena and the surrounding San Gabriel Valley cities. With a career spanning over two decades, Keith has been actively involved in supporting small businesses as the former Executive Director of Pasadena Development Corporation (PDC), where he administered PDC’s business lending programs and provided technical assistance services. Currently, Keith serves as a Senior Consultant within the SBDC network and is the owner of an independent consulting firm that assists businesses that have been denied capital from banks. Keith holds a Bachelor of Science degree in Business Management from the University of Phoenix and has licenses and certifications in lending, insurance, and emergency management mitigation. His expertise in financial analysis, financial projections, credit underwriting, business plans, and personal credit review and corrections make him a valuable resource for small businesses seeking capital and credit solutions. Keith’s deep understanding of the local business landscape and his commitment to helping small businesses succeed make him a trusted advisor in the field of commercial lending and financial consulting.
Brett Dickstein specializes in access to capital for businesses at various stages, from idea stage to growth and existing businesses. With a diverse background in fundraising and management consulting, Brett has supported startups, growth-oriented companies, and offline/online businesses across various sectors. His areas of expertise include business formation, business process reengineering and optimization, investment readiness, debt or private equity fundraising, underwriting and due diligence support for loan packaging, and investor documentation preparation, grant writing, impact assessments, and corporate governance. Fluent in Spanish, Brett brings a global perspective to his work. His comprehensive approach to financial management and strategic planning has helped numerous businesses achieve their funding goals and optimize their operations for success. Brett holds a degree in Business Administration and has a proven track record of providing invaluable guidance and support to businesses of all sizes and stages of development.
Sasha Globa is a finance and lending professional with a wealth of experience supporting business operations in diverse organizations and industries. With several decades of experience, Sasha has held management roles encompassing business development, marketing, financial planning and analysis, financial reporting, and internal control in multinational manufacturing and distribution companies as well as tech startups. In addition, Sasha has served as a nonprofit executive providing SBA 504 commercial real estate financing and implementing the Community Advantage SBA 7(a) loan program for underserved small businesses. Sasha has also been an industry trade association board director and executive committee member, advocating for SBA loan program improvements on behalf of small businesses. Sasha is also a licensed CPA and holds degrees from the University of California, Berkeley (MBA) and the University of Massachusetts, Amherst (BA, Accounting). His extensive experience and expertise in finance and lending make him a trusted advisor for businesses seeking financial guidance and support.
About the Los Angeles SBDC Regional Lead Center Network
The LA SBDC Network provides small business entrepreneurs with no-cost, confidential, business advising services and low-cost training opportunities, across Los Angeles, Santa Barbara and Ventura Counties.