Broadleaf Financial Launches to Provide Strategic Equipment Leasing to Fortune 1000 Companies
Broadleaf Financial Launches to Provide Strategic Equipment Leasing to Fortune 1000 Companies
Rinaldi Advisory Services served as Wafra's advisor and provided services to Broadleaf related to the launch of the company.
Why Axos Bought Verdant — and What It Signals for $10–50B Banks
Why Axos Bought Verdant — and What It Signals for $10–50B Banks
The Most Well Attended Leasing Seminar in The Industry - now available privately for your company exclusively.
Over 800+ industry professionals in the past 15 months have benefitted from this Live, Interactive, Engaging & Practical version of education. Sudhir’s renown dates back to the late 70s as he educated all the pioneering entities and predecessors of the industry. After spending the last two decades educating the who’s who of leasing abroad, RAS has convinced Sudhir to come back to the US to educate the next generation of leasing professionals and companies.
According to Sudhir, "I am honored to have the continued opportunity to offer meaningful and practical training to our industry professionals. I am grateful to be able to do this as I know this leads to increasing transaction volume, differentiation, and profitability for the equipment finance companies."
RAS President Bob Rinaldi shared his enthusiasm for attending Winning With Leasing in the privacy of your own company.
“Sudhir has earned the right to be named as an ELFA Hall of Fame Inductee. He has done more to educate industry leaders and companies over the past 4 decades than anyone else. Besides providing rock-solid educational content in this seminar, the attendees get to see a master educator and author of countless textbooks in person live. Nobody will have experienced anything like it in the past, I can assure you.”
Below you will find a link to pdf that provides a complete overview of the class curriculum.
https://rinaldiadvisory.com/wp-content/uploads/2025/08/Winning-With-Leasing-In-Company-Brochure.pdf
About Rinaldi Advisory Services:
Rinaldi Advisory Services (RAS) provides expert consulting services to independent leasing companies, OEMs, and financial institutions within the equipment finance marketplace. With decades of industry experience and a commitment to excellence, RAS specializes in guiding clients through strategic growth, process optimization, credit policy design, and M&A transactions. Our advisory services are designed to help clients elevate performance, mitigate risk, and unlock long-term enterprise value.
Media Contact:
Rinaldi Advisory Services
Liz Rinaldi, SVP
Email: Liz@rinaldiadvisory.com[/vc_column_text][/vc_column][/vc_row]
Largest Bank-Owned Equipment Leasing Businesses
Top Bank Owned Leasing Companies - 2023
click above link to get to the full 2 page pdf.
The data below is for 2023 since the data on 2024 for all bank owned equipment leasing companies has not been released as of yet
EFA News: Rinaldi Advisory Services Adds Geary to Expand Lease Accounting and Finance Advisory
Rinaldi Advisory Services Adds Geary to Expand Lease Accounting and Finance Advisory
Rinaldi Advisory Services announced the addition of Nancy A. Geary to its growing team. With a career in equipment finance dating back to the early 1990s, Geary brings unparalleled expertise and leadership in lease accounting and finance to RAS’s advisory offerings.
Rinaldi Advisory Services® (“RAS”) Expands Lease Accounting and Finance Advisory Expertise with Addition of Nancy A. Geary, CPA, CLFP
Rinaldi Advisory Services® (“RAS”) Expands Lease Accounting and Finance Advisory Expertise with Addition of Nancy A. Geary, CPA, CLFP
HOUSTON, TEXAS – Rinaldi Advisory Services® (“RAS”) the leading consulting firm specializing in the equipment lease and finance industry, proudly announces the addition of Nancy A. Geary, CPA, CLFP, to its growing team. With a career in equipment finance dating back to the early 1990s, Geary brings unparalleled expertise and leadership in lease accounting and finance to RAS’s advisory offerings.
Nancy Geary has been a highly influential figure in the equipment finance sector, serving on multiple leasing association boards, conducting instructional sessions, contributing to the CLFP exam rewrite, and providing accounting, tax, and consulting services as a shareholder at ECS Financial Services, Inc. Her dedication to advancing the industry is evident in the numerous accounting and finance articles she has authored over the years.
“I enjoy working with growth-oriented businesses, providing insightful advice and guidance, watching their progress, and celebrating their successes. I am thrilled to continue supporting the equipment finance industry in my new role at RAS,” said Geary.
RAS President, Bob Rinaldi is enthusiastic about the expertise and dedication Geary brings to the firm. “We are thrilled to welcome Nancy Geary to the RAS family. Nancy’s unmatched expertise in lease accounting and her decades of leadership in both bank-owned and independent equipment leasing companies make her a tremendous asset to our clients. I have known and worked with Nancy for many years and have immense respect for her professionalism and commitment to the industry. Beyond her technical skills, Nancy’s integrity and friendship stand out. She truly embodies what it means to be ‘good people,’ and I am excited for the positive impact she will bring to RAS and our valued clients.”
With Geary’s addition, RAS continues to strengthen its position as the premier consulting partner for businesses in the equipment lease and finance industry.
About Rinaldi Advisory Services
Rinaldi Advisory Services® (RAS) provides expert consulting services to independent leasing companies, OEMs and financial institutions within the equipment finance marketplace. With decades of industry experience and a commitment to excellence, RAS specializes in guiding clients through complex business transitions, including exit strategy planning and mergers and acquisitions. Our advisory services are designed to help clients not only meet but exceed their strategic business objectives by positioning them for high-premium exits and successful mergers.
Media Contact:
Rinaldi Advisory Services
Liz Rinaldi, SVP
Email: Liz@rinaldiadvisory.com
Highlighting Partnership: Rinaldi Advisory Services Advises Kapitus Through the Acquisition of Ten Oaks Commercial Capital
Highlighting Partnership: Rinaldi Advisory Services Advises Kapitus Through the Acquisition of Ten Oaks Commercial Capital
Kapitus, a leading provider of financing for small and medium sized businesses, announced the acquisition of Ten Oaks Commercial Capital, a finance company specializing in equipment finance and working capital loans. Bob Rinaldi of Rinaldi Advisory Services advised Kapitus through the acquisition process.
With this acquisition, Kapitus is launching its equipment finance arm, in addition to its small business loan and revenue-based financing products, to accelerate support for small and medium-sized businesses that drive the country forward in critical industries, including construction, manufacturing, hospitality and healthcare.
Rinaldi article featured in AACFB Commercial Break: "READY TO SELL? CAN AN EQUIPMENT FINANCE BROKERAGE BE SOLD?"
Rinaldi article featured in AACFB Commercial Break: "READY TO SELL? CAN AN EQUIPMENT FINANCE BROKERAGE BE SOLD?"
Not much is written about the successful exits of equipment leasing and finance Brokerages. Little is known about how many Brokerages exist in the US, let alone any statistics or benchmarks about the Brokerage ecosystem. This article focuses on the viability of a Brokerage to have a successful exit. Brokerages’ principals frequently contact Rinaldi Advisory Services (“RAS”) about what their company would be worth and to whom. The answer is always the same. It depends. It’s not a copout, as you will see. Buyers determine the value and, thereby, the price they are willing to pay a seller, not vice versa. Brokerages must look at themselves objectively, like outsiders, and put themselves in the shoes of potential buyers.
EFA News: Rinaldi Advisory Services and MAI Technology Solutions Unveil Tech Navigator
Rinaldi Advisory Services and MAI Technology Solutions Unveil Tech Navigator
In collaboration with MAI Technology Solutions, Rinaldi Advisory Services® (“RAS”) is introducing Tech Navigator, a comprehensive solution designed to help equipment finance companies build the essential technology infrastructure required for strategic growth.
Video Interview with Deb Reuben of Tomorrow Zone
Video Interview with Deb Reuben of Tomorrow Zone
Deb Reuben and her team at Tomorrow Zone are redefining the equipment leasing and finance industry by harnessing the power of technology. But what sets Deb apart is her mastery at the intersection of technology and process workflows.
In this five-part video series, see how she optimizes both technology and people, creating a workplace where technology excels at what it does best while empowering employees to focus on meaningful, rewarding work.
As Deb puts it best, “You can speed up your processes, becoming a faster caterpillar, or you can transform into something entirely different, a butterfly,” in her example.
You can create a strategic plan that outlines your financial goals and add systems and procedures along the way to meet them. But often, this approach leads to inefficiencies, missed opportunities, and a compromised bottom line, not to mention strained employee satisfaction and customer experience. Or, you can partner with Deb Reuben and her team to design a forward-thinking strategy that anticipates challenges, optimizes profitability, and enhances employee engagement, culture, and customer satisfaction from the start.
Part 1: Introduction to Deb Reuben
Part 2: Why is “Digital Transformation” really a misnomer?
Part 3: Context Matters
Doing things in new ways to improve the human experience
Part 4: The Big Picture With Clarity
Part 5: Creating a Rewarding Work Environment For Humans
Deb Reuben