Global client’s board challenged by shareholder to justify market presence

SITUATION A client’s board  was challenged by the shareholder to justify their market presence in a number of smaller geographies. The client had no independent data to demonstrate their market positioning and justify the returns being made in that area SOLUTION The Alta group mobilized local experts to deliver a competitive benchmarking and positioning for … Read more

International manufacturer captive seeks to understand finance offerings

SITUATION An international manufacturer captive wanted to understand the low take-up of by dealers of one its finance offerings. The customer survey feedback they had did not seem to justify the poor penetration of their finance product. SOLUTION The Alta Group, working with the client, approached a sample of the client’s own dealers across 6 … Read more

John Hurt

Director John Hurt is a director with the Alta Group. He has 25+ years in the equipment finance industry designing and applying technology to support lease and loan originations, national and international sales teams, customer relationship management platforms, and process improvement initiatives. He brings experience in CIO-level positions with major lessors with responsibility for strategic … Read more

What’s Happening Now to Shape Our Future?

by Valerie L. Gerard, James Jackson, Carl Chrappa, Diane Croessman, Patricia Voorhees, Rick Remiker and Gary LoMonaco Monitor 100 2022The future of equipment financing requires resiliency and innovation. Adapting to economic changes and customers’ evolving needs and building closer stakeholder relationships are key components to maintaining success in the coming future. Alta advisors share their … Read more

Patricia Voorhees

Director Patricia M. Voorhees, a director at The Alta Group, has over 25 years of experience in commercial finance. Patricia brings people, strategies, and capital together to address market challenges and embrace opportunities through inclusive, ethical business models that create value in what matters. Her expertise focuses on forming captive financing companies, establishing vendor finance … Read more

Jim Jackson

Co-Chief Executive Officer James R. (Jim) Jackson, Jr. is co-Chief Executive Officer at The Alta Group and leader of its Merger and Acquisition Advisory Practice. Alta’s clients benefit from the fresh perspective provided by our experience in arranging more than 200 equipment leasing and specialty finance business acquisitions across a spectrum of business models and … Read more

Valerie L. Gerard

Co-CEO Valerie L. Gerard is co-Chief Executive Officer of The Alta Group and leads the Strategy & Competitive Alignment practice. She brings deep leadership and advising experience to Alta. In her work with clients, Valerie helps companies design and implement value-creating solutions. She partners with leadership teams on both strategic and tactical issues from growth … Read more

Paul Bent

Senior Managing Director Paul Bent is a senior managing director at The Alta Group and the leader of Alta’s Legal Services and Business Assessment practices. He offers clients the benefit of several decades of direct management and practical experience in virtually every critical aspect of equipment leasing management, transactions, operations, and legal affairs. Paul has … Read more

Carl C. Chrappa

Senior Managing Director Carl C. Chrappa is senior managing director and Asset Management Practice Leader. He possesses over five decades of hands-on equipment valuation and inspection experience. Together with remarketing acumen obtained over years of auction company experience and retail equipment remarketing, with the goal of preparing the most accurate appraisals and obtaining the highest … Read more

David Wiener

Managing Director David Wiener is a managing director at The Alta Group. He has a respected career of over thirty years and is known within the equipment finance and leasing industry for expertise in sales, credit and capital markets/syndication. As an expert in transaction and portfolio pricing and negotiation execution, he has managed or collaborated … Read more

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