Bob Rinaldi

HOUSTON, TX, June 4th, 2024 — Rinaldi Advisory Services, LLC (RAS), the leading advisory firm in equipment leasing and finance, announces the addition of Verity Capital Advisors, Inc. CEO, Justin Vogel to its consulting practice. This strategic alliance will add Verity Capital’s expertise in optimizing capital stacks and securing lines of credit to RAS — furthering subject matter expertise across all facets of equipment leasing and finance.

Rinaldi Advisory Services, led by Bob Rinaldi, was founded in 2018 to provide CEO’s and founders of firms in the industry a close advisor with whom they can confide on sensitive issues they face daily— providing true, no-nonsense feedback.

Verity Capital Advisors was founded by Vogel in 2023 as a boutique, capital markets-focused investment bank offering a full suite of consultative services to support lower middle market companies in raising the debt capital they need to grow while freeing up owners and executives to remain engaged in running the day-to-day operations of their business. Justin is a finance and banking industry veteran with more than 20 years of experience helping a wide variety of businesses throughout the US secure financing, including launching a lender finance product for the regional bank he formerly worked for, focused on lending to equipment finance companies.

Vogel spoke of the opportunity to work with Rinaldi and the RAS team, saying; “Bob has a great reputation in equipment finance. Partnering in this capacity with such a well-respected industry veteran is a privilege. Together we will strive to provide a full offering of consulting services for equipment finance companies of all sizes and stages.”

Bob said, “We know each other very well, as Justin said. There comes a point in a career when you get the luxury of picking people you want to work with and truly enjoy being around. Justin is at the pinnacle of his craft, there is nobody better, period! He may not tell you what you want to hear, but that honesty and integrity is priceless.”

RAS and Vogel’s services are highly complementary, and together they offer deep expertise across a wide range of functional areas within commercial equipment finance.

Rinaldi Advisory Services is privileged to have acted as the financial advisor to Joe, Daryn, Megan, and the Oakmont team in the lead up to their acquisition by JA Mitsui Leasing.

We greatly appreciated the opportunity to collaborate with the Oakmont team and their legal counsel, Dennis Dressler. Mr. Dressler demonstrated exceptional skill, patience, and a commendable sense of humor. Indeed, the entire team maintained a refreshing sense of humor throughout our engagement.

As we transition from a challenging 2023 marked by interest rate hikes and community bank struggles, 2024 presents a transformative landscape for equipment leasing and finance. Bob Rinaldi, President of Rinaldi Advisory Services, delves deep into the intricate dynamics of the industry’s M&A landscape. In this comprehensive article for NEFA Newsline, Rinaldi explores emerging trends, challenges, and opportunities that will shape the sector’s future.

Download the article for a detailed analysis as we navigate the complexities and anticipate the strategic shifts ahead.

Rinaldi Advisory Services is excited to announce a philanthropic partnership with MedShare. MedShare is a 501c(3) humanitarian aid organization dedicated to improving the quality of life of people, communities, and our planet by sourcing and directly delivering surplus medical supplies and equipment to communities in need around the world. This holiday season, RAS is gifting donations upon their clients’ behalfs to support MedShare, with the promise of an ongoing, long-term relationship. They ask that you consider joining them in supporting the MedShare mission.

Bob Rinaldi of RAS said, “We’re very excited to support MedShare’s mission to supply used medical and supply chain equipment and monetary donations from equipment leasing and financial companies in this serendipitous relationship. The RAS team is grateful to our many clients and friends in the industry and will kick off the MedShare RAS relationship with a donation of behalf of each our clients to celebrate the holiday season. We’d be honored if others would consider supporting this effort.”

“MedShare relies solely on the collective expertise and generosity of individuals, foundations, and corporations like Rinaldi Advisory Services to resource and deliver critical medical supplies and equipment to marginalized communities around the world, said Jason Chernock, Director of Programs & Partnerships at MedShare. “These are regions of the world where, every day, hundreds of men, women, children, and infants tragically die from preventable causes, inadequate care, and lack of basic medical supplies. Conditions beyond our comprehension. Global change is sustainable because of collective effort. Joining forces with MedShare, RAS will help accelerate and amplify our life-saving work that bolsters vulnerable health systems and combats the primary threats to health equity. We are deeply grateful for this partnership that will bring health and hope.”

Rinaldi Advisory Services (RAS) collaborated with Horizon to formulate the strategic blueprint that laid the foundation for the introduction of Horizon Bank’s Equipment Finance Division. Today, Horizon Bank proudly unveils this new division, led by Joel Mikolich.

We are honored to have served as the strategic and financial advisor for this innovative initiative. Our close collaboration with Horizon’s exceptional leadership team, including CEO Thomas Prame and Chief Commercial Banking Officer Lynn Kerber, was instrumental in shaping the vision and strategy for this expansion.

“Congratulations to Joel and the entire Horizon Bank team on reaching this significant milestone. We are grateful for the trust you placed in Rinaldi Advisory Services to bring this vision to life!”
– Chris Chiappetta and Bob Rinaldi.

Tamarack Technology has entered into a strategic partnership with the renowned equipment finance consulting firm Rinaldi Advisory Services (RAS). Through the partnership, Tamarack will enhance its business intelligence (BI) products and services by providing customers with access to executive-level reporting and insights from RAS.

“Bob (Rinaldi) and the entire RAS team have a very current and distinguished history as C-level leaders in equipment finance with independents, banks and captives,” said Scott Nelson, president and CDO at Tamarack Technology. “RAS has developed a unique set of proprietary business performance metrics and models designed to optimize both growth and long-term enterprise value. With RAS’ insights, we are enhancing Tamarack’s business intelligence products and services.”

The combination of Tamarack’s comprehensive enterprise data aggregation and RAS’ unique analysis tools will help business leaders increase profitability, competitiveness, and overall enterprise value. Through the partnership, Tamarack customers will be able to strengthen their competitive advantage by converting existing data within their organization into actionable executive-level intelligence and insights.

“In all the work that we do with clients we have found one inescapable truth: having easy access to all possible data elements of the business is integral to understanding and improving the business,” said Bob Rinaldi, president of Rinaldi Advisory Services. “Tamarack’s Data Console, Data Mart, and related AI tools combined with RAS metrics and modeling brings the data to life for the executives with actionable direction.”

Within the next few months, the partnership will lead to new offerings that combine Tamarack’s suite of AI and BI products with RAS’ unique capabilities. The companies will also partner on marketing and content opportunities that raise awareness of the insights available through existing data sources within the equipment finance operations.