Performance Enhancement & Growth Solutions for Independents


Accelerating Growth and Maximizing Value of Independent Finance Companies

Rinaldi Advisory Services, the leading advisory firm for exit strategy planning and mergers and acquisitions in the U.S. equipment finance marketplace, offers specialized growth solutions for independent finance companies. Our Advisory Team member, Brett Davis, brings a wealth of expertise to help independents optimize their operations, enhance profitability, and become attractive targets for eventual acquisition.

Services for Independent Equipment Finance Companies:

  • Performance Benchmarking: Evaluate dealership performance against industry benchmarks and identify areas for improvement.
  • Finance & Insurance Program Design: Create tailored finance and insurance programs that appeal to equipment dealers and add new revenue streams for both parties.
  • Dealer Engagement Strategies: Develop effective strategies to engage and collaborate with equipment dealers in the agriculture, construction, and material handling sectors.
  • Profitability Improvement: Strategies & best practices to enhance profitability for both finance companies and their equipment dealer partners.
  • Risk Mitigation and Compliance: Provide guidance on managing and mitigating compliance and security risks in dealer programs.

About Brett Davis:
Brett Davis is a business transformation specialist with 25+ years of executive experience at CNH Industrial (NYSE:CNHI), focusing on financial services and brand management in the agricultural and industrial equipment sectors. As a licensed attorney, he offers valuable legal expertise in contract negotiations, business launches, and M&A initiatives. With a proven track record in driving revenue growth and expanding into new markets, Brett’s extensive expertise makes him an ideal partner for your independent equipment finance company and dealer relationship development.

Capitalize on our experience.Contact us today to discuss your needs.