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# Bob Rinaldi

Advisory Services

## Sitemaps

- [XML Sitemap](https://rinaldiadvisory.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [The Case for Dealer Captive Finance](https://rinaldiadvisory.com/the-case-for-dealer-captive-finance/) - RAS provided operational due diligence advisory services to Wafra in connection with its agreement to acquire Navitas Credit Corp., a leading equipment finance company.
- [Lift-Outs: The Other White Meat of Growth in Equipment Finance](https://rinaldiadvisory.com/lift-outs-article/) - RAS provided operational due diligence advisory services to Wafra in connection with its agreement to acquire Navitas Credit Corp., a leading equipment finance company.
- [Rinaldi Advisory Services Advises Wafra on $1.9 Billion Navitas Credit Corp. Acquisition](https://rinaldiadvisory.com/wafra-navitas/) - RAS provided operational due diligence advisory services to Wafra in connection with its agreement to acquire Navitas Credit Corp., a leading equipment finance company.
- [RINALDI ADVISORY SERVICES AND SANDS COSTNER ANNOUNCE STRATEGIC ALLIANCE](https://rinaldiadvisory.com/rinaldi-advisory-services-and-sands-costner-announce-strategic-alliance/) - Rinaldi Advisory Services, a leading advisory firm in equipment leasing and finance, announces a strategic alliance with Sands Costner, a marketing and brand strategy agency with deep-rooted expertise in the equipment finance sector.
- [Why Axos Bought Verdant — and What It Signals for $10–50B Banks](https://rinaldiadvisory.com/axos-bank-acquires-verdant/) - In this article, Bob Rinaldi examines why Axos’ acquisition of Verdant signals renewed bank interest in equipment finance platforms as $10 billion to $50 billion institutions look for repeatable growth, non-CRE diversification, and better use of under-deployed funding and capital.
- [Broadleaf Financial Launches to Provide Strategic Equipment Leasing to Fortune 1000 Companies](https://rinaldiadvisory.com/broadleaf-launch/) - Rinaldi Advisory Services served as Wafra's advisor and provided services to Broadleaf related to the launch of the company.
- [Rinaldi Advisory Services® (RAS) Expands Credit and Dealer Expertise with the Addition of Industry Veteran Tom Mariani](https://rinaldiadvisory.com/rinaldi-advisory-services-ras-expands-credit-and-dealer-expertise-with-the-addition-of-industry-veteran-tom-mariani/) - Rinaldi Advisory Services® (“RAS”) announces the addition of Tom Mariani as a Strategic Advisor.
- [Rinaldi Advisory Services Announces the Launch of “RAS Live” – An Eight-Part Open Forum Series on Equipment Leasing & Finance](https://rinaldiadvisory.com/rinaldi-advisory-services-announces-the-launch-of-ras-live-an-eight-part-open-forum-series-on-equipment-leasing-finance/) - Rinaldi Advisory Services Announces the Launch of “RAS Live” – An Eight-Part Open Forum Series on Equipment Leasing & Finance First Session Kicks Off April 2, 2025, Focusing on Systems & Technology in Equipment FinanceHOUSTON, TX – March 27th, 2025 – Rinaldi Advisory Services (RAS) is excited to announce the launch of RAS Live, a
- [Largest Bank-Owned Equipment Leasing Businesses](https://rinaldiadvisory.com/top-bank-leasing/) - 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
- [Rinaldi article featured in NEFA Newsline: "Preparing and Positioning Your Equipment Finance Company to Secure Growth Capital"](https://rinaldiadvisory.com/rinaldi-article-featured-in-nefa-newsline-preparing-and-positioning-your-equipment-finance-company-to-secure-growth-capital/) - Securing growth capital is crucial for equipment finance companies aiming to expand, but it requires careful preparation. This article provides a comprehensive roadmap to position your company as a credible and reliable borrower, offering actionable strategies to instill lender confidence and overcome challenges in today’s banking environment.
- [Rinaldi Advisory Services® (“RAS”) Expands Lease Accounting and Finance Advisory Expertise with Addition of Nancy A. Geary, CPA, CLFP](https://rinaldiadvisory.com/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, CLFPHOUSTON, 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
- [Rinaldi Advisory Services Partners with Molloy Associates to Enhance Talent Acquisition in Equipment Finance](https://rinaldiadvisory.com/rinaldi-advisory-services-partners-with-molloy-associates-to-enhance-talent-acquisition-in-equipment-finance/) - Rinaldi Advisory Services Partners with Molloy Associates to Enhance Talent Acquisition in Equipment FinanceHouston, Texas – 9/30/2024 – Rinaldi Advisory Services, a leading advisory firm specializing in strategic planning and mergers and acquisitions within the U.S. equipment finance marketplace, is excited to announce a strategic alliance with Molloy Associates, a premier recruiting firm dedicated to
- [Monitor Daily News: 2024 Pioneer Icon: Sudhir Amembal — Education at the Core of Equipment Leasing](https://rinaldiadvisory.com/monitor-daily-news-2024-pioneer-icon-sudhir-amembal-education-at-the-core-of-equipment-leasing/) - Monitor Daily News: “2024 Pioneer Icon: Sudhir Amembal — Education at the Core of Equipment Leasing”Referred to by many as “the father of equipment leasing,” Sudhir Amembal has spearheaded lease consultancy engagements conducted on behalf of more than 20 governments, including China, Indonesia, Korea and Russia, where he reviewed the leasing industries and provided strategic
- [EFA News: Rinaldi Advisory Services Adds Geary to Expand Lease Accounting and Finance Advisory](https://rinaldiadvisory.com/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 AdvisoryRinaldi 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. Read the Story
- [EFA News: Rinaldi Advisory Services and MAI Technology Solutions Unveil Tech Navigator](https://rinaldiadvisory.com/efa-news-rinaldi-advisory-services-and-mai-technology-solutions-unveil-tech-navigator/) - Rinaldi Advisory Services and MAI Technology Solutions Unveil Tech NavigatorIn 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. Read the Story at EFA News
- [Highlighting Partnership: Rinaldi Advisory Services Advises Kapitus Through the Acquisition of Ten Oaks Commercial Capital](https://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 CapitalKapitus, 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
- [Equipment Finance News: Rinaldi, Verity partner to push for dealer F&I](https://rinaldiadvisory.com/equipment-finance-news-rinaldi-verity-partner-to-push-for-dealer-fi/) - Equipment Finance News: Rinaldi, Verity partner to push for dealer F&IEquipment finance advisors Rinaldi Advisory Services® and Verity Capital Advisors have partnered to improve dealer finance and insurance operations, while developing a strategic alliance of advisory services. Read the Equipment Finance News Article
- [The Monitor Daily Video Podcast Interview: Deb Reuben Interviews Bob Rinaldi](https://rinaldiadvisory.com/monitor-video-podcast-bob-rinaldi/) - Episode 116: Future Readiness Powered by Leadership What does it take to prepare a future-ready business? In today’s podcast, Deborah Reuben interviews Bob Rinaldi about the power of curiosity, humility, collaboration and the critical questions for future readiness and peace of mind. Bob Rinaldi, President of Rinaldi Advisory Services®, discusses the RAS approach to its Bob Rinaldi of Rinaldi Advisory Services' interview by Deb Reuben about RAS approach to advising clients in the equipment leasing & Finance Industry
- [Rinaldi Advisory Services and TomorrowZone Announce Strategic Alliance](https://rinaldiadvisory.com/rinaldi-advisory-services-and-tomorrowzone-announce-strategic-alliance/) - Rinaldi Advisory Services® and TomorrowZone Announce Strategic AllianceHOUSTON, TX, July 9th, 2024 — Rinaldi Advisory Services, LLC (“RAS”), renowned for its strategic expertise in exit strategy planning and mergers and acquisitions within the U.S. equipment finance marketplace, announces the addition of strategic alliance partner Deborah Reuben and TomorrowZone® to bolster its digital transformation capabilities. This
- [Equipment Finance Advisor: Relaunching ’Winning with Leasing’ with Sudhir Amembal and Bob Rinaldi](https://rinaldiadvisory.com/equipment-finance-advisor-relaunching-winning-with-leasing-with-sudhir-amembal-and-bob-rinaldi/) - Equipment Finance Advisor: Relaunching ’Winning with Leasing’ with Sudhir Amembal and Bob Rinaldi Bob Rinaldi, President of Rinaldi Advisory Services®, and Sudhir Amembal, CEO of Amembal & Halladay, join Michael Toglia, Publisher of Equipment Finance Advisor, to discuss the virtual relaunch of Amembal’s flagship seminar, “Winning with Leasing.” Rinaldi and Amembal emphasize that foundational training
- [Rinaldi featured in Monitor Daily article: “Future Readiness Powered by Leadership: An Interview with Bob Rinaldi”](https://rinaldiadvisory.com/rinaldi-featured-in-monitor-daily-article-future-readiness-powered-by-leadership-an-interview-with-bob-rinaldi/) - Rinaldi featured in Monitor Daily article: “Future Readiness Powered by Leadership: An Interview with Bob Rinaldi”“Leadership in the equipment leasing industry, like many others, requires adaptability, continuous learning and a strong focus on collaboration. How can leaders leverage their experiences to optimize profitability and scalability and stay ahead? What does it take to lead a
- [Rinaldi Advisory Services & Tamarack form strategic partnership](https://rinaldiadvisory.com/rinaldi-advisory-services-and-tamarack-form-strategic-partnership/) - Rinaldi Advisory Services & Tamarack Form Strategic Partnership Collaboration unlocks equipment finance data to deliver actionable executive-level business intelligenceTamarack 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
- [Rinaldi Advisory Services Welcomes Liz Rinaldi to the Team](https://rinaldiadvisory.com/rinaldi-advisory-services-welcomes-liz-rinaldi-to-the-team/) - Rinaldi Advisory Services Welcomes Liz Rinaldi to the Team CINCINNATI, OHIO – July 18, 2024: Rinaldi Advisory Services (RAS), a premier advisory firm in the equipment leasing and finance industry, is delighted to announce the addition of Liz Rinaldi to our team. Liz Rinaldi, a talented and experienced professional in the vendor program sector of
- [Rinaldi article featured in AACFB Commercial Break: "READY TO SELL? CAN AN EQUIPMENT FINANCE BROKERAGE BE SOLD?"](https://rinaldiadvisory.com/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
- [Video Interview with Deb Reuben of Tomorrow Zone](https://rinaldiadvisory.com/video-interview-with-deb-reuben/) - Video Interview with Deb Reuben of Tomorrow ZoneDeb 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
- [Rinaldi Advisory Services and Verity Capital Advisors Announce Strategic Alliance](https://rinaldiadvisory.com/rinaldi-advisory-services-and-verity-capital-advisors-announce-strategic-alliance/) - Rinaldi Advisory Services® and Verity Capital Advisors Announce Strategic AllianceHOUSTON, 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
- [Rinaldi featured in American Banker article: “Rising rates push a Pennsylvania bank out of equipment finance”](https://rinaldiadvisory.com/rinaldi-featured-in-american-banker-article-rising-rates-push-a-pennsylvania-bank-out-of-equipment-finance/) - Rinaldi featured in American Banker article: “Rising rates push a Pennsylvania bank out of equipment finance”“Bob Rinaldi, president of Rinaldi Advisory Services and an expert in the commercial equipment leasing and finance space, acknowledged the impact of rising rates on bank-owned equipment lenders. Rinaldi, however, said generally most of the struggles with bank-owned leasing companies
- [The Equipment Leasing Opportunity - Community Banks](https://rinaldiadvisory.com/the-equipment-leasing-opportunity-community-banks/) - As Published in Bank Director Magazine on April 13, 2022 Community banks are ignoring the potential of a vast C&I market.
- [The Equipment Leasing M&A Outlook for 2023](https://rinaldiadvisory.com/the-equipment-leasing-ma-outlook-for-2023/) - In this article for BankDirector.com I examine the outlook for Equipment Leasing M&A in 2023. With the current economic landscape, there's no doubt that the Equipment Leasing industry is poised for growth and change. Drawing on 30 years of experience in the sector, I offer a comprehensive analysis of what to expect in 2023, including
- [Equipment Finance Advisor reports NEFA series on credit to have an overwhelming response, Rinaldi delivers an "engaging and insightful presentation"](https://rinaldiadvisory.com/equipment-finance-advisor-reports-nefa-series-on-credit-to-have-an-overwhelming-response-rinaldi-delivers-an-engaging-and-insightful-presentation/) - Equipment Finance Advisor reports NEFA series on credit to have an overwhelming response, Rinaldi delivers an “engaging and insightful presentation.” With over 200 attendees, the first in a four-part series for NEFA on credit is hitting the mark with finance professionals. This course is an initiative by NEFA’s Education Committee to empower professionals in the
- [THE LATEST TRENDS IN EQUIPMENT FINANCE AND BANKING - ARTICLE FEATURED ON BANKDIRECTOR.COM](https://rinaldiadvisory.com/the-latest-trends-in-equipment-finance-and-banking-article-featured-on-bankdirector-com/) - Bob Rinaldi’s latest article, featured on bankdirector.com, sheds light on the dynamic relationship between independent equipment finance companies and banks.
- [Smaller Independents and Third-Party Originators - Critical Players in Equipment Finance](https://rinaldiadvisory.com/smaller-independents-and-third-party-originators-critical-players-in-equipment-finance/) - Smaller Independents and Third-Party Originators – Critical Players In Equipment Finance Are smaller independent equipment finance companies and third party originators largely ignored in sizing of the industry? I think so. Join me as I have a lively conversation with Michael Toglia, publisher at Equipment Finance Advisors, about why we’re overlooking the origins and “vibrancy
- [Tamarack, Rinaldi Advisory Services Form Strategic Partnership](https://rinaldiadvisory.com/tamarack-rinaldi-advisory-services-form-strategic-partnership/) - Tamarack, Rinaldi Advisory Services Form Strategic Partnership Tamarack Technology, known for its BI and AI solutions, is partnering with Rinaldi Advisory Services (RAS) to help business leaders increase profitability, competitiveness, and overall enterprise value. Learn more about the partnership in EFA’s article, linked below. Keep an eye out for more updates as we explore the
- [Equipment Finance industry veteran and best-selling author Sudhir Amembal joins the Rinaldi Advisory Services team](https://rinaldiadvisory.com/equipment-finance-industry-veteran-and-best-selling-author-sudhir-amembal-joins-the-rinaldi-advisory-services-team/) - Equipment Finance industry veteran and best-selling author Sudhir Amembal joins the Rinaldi Advisory Services team HOUSTON, TEXAS — Rinaldi Advisory Services, RAS, is bringing in the CEO of Amembal & Halladay to beef up its growth-minded training and lease education program for emerging industry leaders and their teams. Sudhir Amembal has been the industry’s thought
- [Horizon Bank Launches Equipment Finance Division: A Strategic Collaboration with Rinaldi Advisory Services](https://rinaldiadvisory.com/horizon-bank-launches-equipment-finance-division-a-strategic-collaboration-with-rinaldi-advisory-services/) - Horizon Bank Launches Equipment Finance Division: A Strategic Collaboration with Rinaldi Advisory ServicesRinaldi 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
- [Rinaldi Advisory Services Announces Partnership with MedShare](https://rinaldiadvisory.com/rinaldi-advisory-services-announces-partnership-with-medshare/) - Rinaldi Advisory Services Announces Partnership with MedShareRinaldi 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.
- ["Beyond Traditional Paths: A Look at Evolving M&A Strategies in Equipment Leasing" by Bob Rinaldi for NEFA Newsline](https://rinaldiadvisory.com/beyond-traditional-paths-a-look-at-evolving-ma-strategies-in-equipment-leasing-by-bob-rinaldi-for-nefa-newsline/) - “Beyond Traditional Paths: A Look at Evolving M&A Strategies in Equipment Leasing” by Bob Rinaldi for NEFA NewslineAs 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
- [Highlighting Partnership: Rinaldi Advisory Services Advises Oakmont Team in Acquisition by JA Mitsui Leasing](https://rinaldiadvisory.com/highlighting-partnership-rinaldi-advisory-services-advises-oakmont-team-in-acquisition-by-ja-mitsui-leasing/) - Highlighting Partnership: Rinaldi Advisory Services Advises Oakmont Team in Acquisition by JA Mitsui LeasingRinaldi 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
- [Video Masterclass Lecture - Credit: The Big Picture](https://rinaldiadvisory.com/video-masterclass-lecture-credit-the-big-picture/) - Join me as I kick off a new 4-part masterclass series on credit, hosted by the NEFA Education Committee. I draw on advisory experience in this industry to present the first of this series – Credit: The Big Picture. This educational series is great for credit people and non-credit people alike. Whether you’re in finance,
- [Video Interview with Sandhills Global - Disruption in Process](https://rinaldiadvisory.com/video-interview-with-sandhills-global-disruption-in-process/) - Sandhills Global has been showing up at leasing events for the past couple of years. Some know who they are or think they have an idea. Well, same with me. Today we clear up the question of who and what Sandhills Global is and why we should care. Sandhills has been known for the print
- ["The Computer Guys" Principles for Success](https://rinaldiadvisory.com/the-computer-guys-principles-for-success/) - April 24, 2010 Interview with Kenneth B. Steinback The Chairman of CSI Leasing, Inc., the largest IT leasing company in the United States, speaks about how he got his start in the IT equipment brokerage and leasing industry, how important ethics and basic business principles have always been, and how he interacts and treats all
- [Peter Zeihan - “The End of the World is Just The Beginning”](https://rinaldiadvisory.com/peter-zeihan-the-end-of-the-world-is-just-the-beginning/) - THE END OF THE WORLD IS JUST THE BEGINNINGLet me be clear, this is a must-read, not for just those in the equipment finance industry but for everyone. There is a paradigm shift afoot, NOW! The sooner we understand it, the sooner we are prepared to capitalize on it. This is not a dour
- [Community Bank Article Part 1 - Community Banks Entering Our Industry - The Implications](https://rinaldiadvisory.com/community-bank-article-part-1-community-banks-entering-our-industry-the-implications/) - As Published in Equipment Finance Advisor on February 4, 2014
- [Community Bank Article Part 2 - Community Banks in Our Industry: The Impact on Direct Lessors (Part 2)](https://rinaldiadvisory.com/community-bank-article-part-2-community-banks-in-our-industry-the-impact-on-direct-lessors-part-2/) - As Published in Equipment Finance Advisor on June 3, 2014
- [Community Bank Article Part 3 - Community Banks: Implications for Vendor Program Lessors](https://rinaldiadvisory.com/community-bank-article-part-3-community-banks-implications-for-vendor-program-lessors/) - As Published in Equipment Finance Advisor on July 8, 2014
- [We Independents are a Paranoid Bunch](https://rinaldiadvisory.com/we-independents-are-a-paranoid-bunch/) - As Published in Equipment Finance Advisor on July 20, 2018
- [First Financial buys Cincinnati’s largest independent specialty lender](https://rinaldiadvisory.com/first-financial-buys-cincinnatis-largest-independent-specialty-lender/) - Rick Ross, CEO of Summit Funding Group Inc. By Steve Watkins – Staff reporter, Cincinnati Business Courier Dec 7, 2021 Updated Dec 8, 2021, 11:24am EST
- [Video Interview with Dave Schaefer, CLFP  – Servicing Leases & Loans, a New Normal?](https://rinaldiadvisory.com/video-interview-with-dave-schaefer-clfp-servicing-leases-loans-a-new-normal/) - We caught up with the legendary David T. Schaefer, CFLP, of Orion First to talk to us about the great migration of companies to third-party servicing, and how perception of this alternative to in-house servicing has changed. Dave’s well-known in the industry, particularly on the operations side of lease and loan servicing, first as president of
- [Video Interview with Scott Nelson, Ph.D.  – Artificial Intelligence Technology for Independent Lessors](https://rinaldiadvisory.com/scott-nelson-ph-d-video-interview-artificial-intelligence-technology-for-independent-lessors/) - Scott Nelson, Ph.D., President, and Chief Digital Officer, of Tamarack Technology Inc., provides Leasing Avenues with the state of artificial intelligence in the equipment leasing and finance industry. From AI, Machine Learning, and Natural Language Processing to how they can be implemented now, Scott explains how even small lessors can realize substantial benefits. Spoiler Alert:
- [Chris Chiappetta Video Interview – Broker to Lessor to Exit – A real life “how to”](https://rinaldiadvisory.com/chris-chiappetta-video-interview-broker-to-lessor-to-exit-a-real-life-how-to/) - Chris Chiappetta, now less than one year after leaving First Midwest Bank, provides his real-life experience and retrospective. This video interview is a must for brokers and lessors that may have similar aspirations. It is also a must for those who need to think post-acquisition by a bank in order to prepare themselves for life
- [Reid Raykovich Video Interview – Behind the Scenes of the "CLFP"](https://rinaldiadvisory.com/reid-raykovich-video-interview-behind-the-scene-of-the-clfp/) - Reid Raykovich – Behind the Scene of “CLFP” Executive Director of the CLFP Foundation One of the objectives of Leasing Avenues is to bring you casually, up close, and personal video interviews with fascinating people in our industry (or outside) that through sheer force of will, passion, and intellect, defied the status quo and created something
- [Peter Zeihan - “Covid Vaccine and 2021-2023 Business Forecast”](https://rinaldiadvisory.com/peter-zeihan-covid-vaccine-and-2021-2023-business-forecast/) - Peter provides a forecast for the next 3-5 years from his unique geopolitical standpoint given two additional factors.THE COVID VACCINE & THE BIDEN ADMINISTRATION Peter and Bob examine the economic impact on capital equipment spending and select industry sectors of importance to the equipment leasing and finance industry. Peter is an expert in geopolitics, a prescient sage,
- [Kirk Phillips Video Interview – A Lesson in Persistence!](https://rinaldiadvisory.com/kirk-phillips-video-interview-a-lesson-in-persistence/) - Kirk Phillips – “A Lesson in Persistence” President and CEO of Wintrust Commercial Finance (“WCF”), a subsidiary of Wintrust Financial Corporation, a $43 billion publicly traded bank holding company traded on the Nasdaq. One of the objectives of Leasing Avenues is to bring you casually, up close, and personal video interviews with fascinating people in our industry
- [Peter Zeihan - from coronavirus to social democracy and the fate of China](https://rinaldiadvisory.com/peter-zeihan/) - Peter announces his soon-to-be bestseller “Disunited Nations” and provides a preview that is absolutely relevent to current events along with how to prepare for what is coming. Peter is an expert in geopolitics, a prescient sage, albeit young, who has an uncanny way of simplifying the seemingly complex and sometimes insane world we live in. He
- [How Technology is Changing One of the Oldest Professions](https://rinaldiadvisory.com/mike-levison-ceo-als-resolvion/) - An interview with Michael Levison, CEO ALS Resolvion Skip Trace & Repossession Management Services. This video series is about how technology is remaking the historically fractured market of repossession services. Technology in this series is more of an overriding term for several capabilities that have come of age from the conceptual drawing board to tangible, useful,
- [Arnaldo Rodriguez Video Interview – BEYOND THE USA](https://rinaldiadvisory.com/arnaldo-rodriguez-video-interview-beyond-the-usa/) - Arnaldo Rodriguez – Video Interview with Arnaldo Rodriguez, a trailblazer in opening up new leasing markets in Latin America. Arnaldo is President of CSI Leasing the largest independent technology equipment lessor of its kind. One of the objectives of Leasing Avenues is to bring you real-time interviews with fascinating people that through sheer force of will,
- [Paul Gass Interview - Founder of Eaton Financial est. 1974](https://rinaldiadvisory.com/paul-gass/) - Paul Gass – An Interview with a true pioneer of the equipment leasing and finance industry. Paul, the original founder of Eaton Financial, is one of the most interesting people in our industry. Eaton was one of the very first to pioneer the small ticket leasing business along with creating the unique tools required some 40
- [October 2015 - Chairman's Speech at ELFA's 2015 Annual Convention](https://rinaldiadvisory.com/2015-annual-convention/) - Video of Bob Rinaldi delivering the Chairman’s Speech at ELFA’s 2015 Annual Convention.
- [August 2019 - Keynote at Asobancaria in Bogota, Colombia](https://rinaldiadvisory.com/august-2019-keynote/) - Video of Bob Rinaldi delivering the Keynote speech at Asobancaria’s 3rd Leasing Encounter in Bogota, Colombia
- [Mezcal Tasting with agave expert, Ricardo, from Hotel Esencia in Mexico](https://rinaldiadvisory.com/mezcal-tasting-with-bob-and-emily/) - Mezcal Tasting with agave expert, Ricardo, from World Famous Hotel Esencia in MexicoMezcal, is a little known and much misunderstood spirit from Mexico. While Mezcal comes from the same Agave plant used in making its cousin, tequila, it is a much a more flavorful, engaging, and complex spirit! Mezcal traces its ancestry to the smoky
- [Harry Kaplun Interview - Industry Leader and past CEO Frost Bank Equipment Finance](https://rinaldiadvisory.com/harry-kaplun-interview/) - Harry Kaplun – An Interview with an industry leader with deep expertise in starting and building a significant and successful bank equipment leasing and finance business. This video series is a must for banks wanting to add a significant commercial asset generation business and specifically, doing so by starting an Equipment leasing and finance lending vertical.
- [Optimal Enterprise Value = Luck](https://rinaldiadvisory.com/optimal-enterprise-value-luck/) - Article as published in NEFA's July/August 2019 Issue of Newsline Rinaldi Newsline Article Extract
- [Terence Reilly - Aganorsa Leaf](https://rinaldiadvisory.com/terence-reilly-aganorsa-leaf/) - Aganorsa Leaf Cigar Company visits a “world class” cigar lounge in Houston, aptly named, Stogies World Class Cigars(BTW: Jorge has a special offer from Stogies at the end)Aganorsa Leaf is well known as a very significant tobacco leaf supplier to many great cigar companies but will soon be as well known for their newest branded cigar
- [Michael Giannini - Ventura Cigar Company](https://rinaldiadvisory.com/michael-giannini/) - What could be revolutionary in Cigars? Michael Giannini that’s what! This video series is less about cigars but rather, rebranding and rethinking old products. Michael Giannini, the head of Ventura Cigar Company, explains his way of envisioning cigars that will appeal to the next generation. As they say, this is not your father’s Buick! Michael’s
- [Heritage Distilling Company - Award Winning Craft Distillery in Seattle](https://rinaldiadvisory.com/heritage-distilling/) - Craft Distilling? Meet Heritage Distilling CompanyDuring a recent business trip to visit Mintaka Financial and Orion First in Seattle, I stayed at an Inn next to a very interesting and surprising craft distillery, the Heritage Distilling Company. Heritage Distilling is located in the quaint bucolic neighborhood of Gig Harbor, Washington. My curiosity compelled me to make
- [I Will Go First!](https://rinaldiadvisory.com/i-will-go-first/) - So, here is one of my favorite cigars and beverage when given an hour or so to relax either in solitude with some great music or better with friends. Cigar: My Father Le Bijou 1922 –(see picture) Cigar Aficionado’s cigar of the year in 2015. The price is between $10-$15 per cigar depending on the
- [Willy Herrara](https://rinaldiadvisory.com/willy-herrera-fine-cigars/) - An interview with Master Blender Willy Herrera Meet world-famous master blender of fine cigars, Willy Herrera. The interview took place at my favorite cigar lounge in the US, Stogies World Famous Cigars in Houston, Texas run by proprietor Jorge Ahued. Willy and his team were at Stogies for a special evening event featuring Willy’s own
- [My Conversation with Susan Carol for the Equipment Finance Advisor](https://rinaldiadvisory.com/equipment-finance-advisor/) - I always enjoy my too infrequent visits and conversations with Susan Carol! She always asks great, thought provoking questions and makes me think. I firmly believe that the status quo in the commercial lending space is about to be disrupted in many more and unexpected ways. Fintechs started that movement years ago by exploiting vacuums
- [Bob Rinaldi Posts New Interview with Industry Pioneer Edward Cherney](https://rinaldiadvisory.com/bob-rinaldi-post-new-interview-with-industry-pioneer-edward-cherney/) - In time for the industry’s 50th convention, Bob Rinaldi has posted a video conversation with Edward Cherney as part of its Pioneers in Equipment Leasing and Finance series. The series features conversations with entrepreneurs who share first-hand accounts of events as they happened, and perspectives on the future of the industry. Edward Cherney has made a
- [The Entrepreneurial Lessor - Making a Case for Independents](https://rinaldiadvisory.com/the-entrepreneurial-lessor-making-a-case-for-independents/) - Bob Rinaldi was featured in the Jan/Feb 2010 issue of the Monitor in an article titled The Entrepreneurial Lessor – Making a Case for Independents. Download the article as a PDF file
- [MLFI Report Quotes Bob](https://rinaldiadvisory.com/mlfi-report-quotes-bob/) - Check out the latest data on our industry from the ELFA. MLFI …..the data shows mixed results. What are your thoughts about our industry’s role in the economic recovery?
- [Put Equipment Back Into Leasing](https://rinaldiadvisory.com/looking-ahead-published-in-world-leasing-news/)
- [Looking Ahead: Published in World Leasing News](https://rinaldiadvisory.com/hello-world/) - World Leasing News published an article written by Bob titled “Looking Ahead to 2011 and Learning from the Past." Read the article www.worldleasingnews.com/articles/looking-ahead-to-2011-and-learning-from-the-past
- [Industry Veteran Bob Rinaldi to Share Best Practices for Moving Forward, Speaking at ELFA Convention](https://rinaldiadvisory.com/industry-veteran-bob-rinaldi-to-share-best-practices-for-moving-forward-speaking-at-elfa-convention/) - CINCINNATI, OHIO, OCT. 15–Industry veteran, Bob Rinaldi, senior vice president of CSI Leasing, Inc., is joining an esteemed group of his peers for a panel discussion on the future success of companies in the equipment leasing and finance industry at the ELFA Convention in Boca Raton, Fla., on Monday, Oct. 25, 2010, at 11 a.m.
- [Video Commentary from ELFA Concention](https://rinaldiadvisory.com/video-commentary-from-elfa-concention/)
- [WLN Launches Series on Emerging Leaders](https://rinaldiadvisory.com/wln-launches-series-on-emerging-leaders/) - World Leasing News launched a new series to feature emerging leaders. Bob Rinaldi is interviewed for the Feb. 2011 story, and Leasing Avenues is cited.
- [Bob Rinaldi Site Features Interview with Bank Leasing Pioneer Dennis Neumann](https://rinaldiadvisory.com/bob-rinaldi-site-features-interview-with-bank-leasing-pioneer-dennis-neumann/) - CINCINNATI, OHIO, March 8, 2011–Bob Rinaldi, the founder of LeasingAvenues.com, interviewed equipment leasing industry pioneer and leader Dennis Neumann, currently the CEO of BNY Capital Funding LLC. The Skype video interview is in four parts covering Neumann’s early career and his long-term experience within the bank leasing and large-ticket sectors of the industry. Rinaldi
- [John Deane, Global Consultant, Points to Opportunities Ahead](https://rinaldiadvisory.com/john-deane-global-consultant-points-to-opportunities-ahead/) - For Immediate Release John Deane, Global Consultant, Points to Opportunities Ahead In Leasing Avenues Skype Interview Oct. 17, 2011—“Grim confidence.” That’s how executives at a recent equipment leasing roundtable characterized attitudes in the industry today. It’s a far cry from how things were in the early 1970s when John C. Deane entered the business. Deane,
- [John C. Deane](https://rinaldiadvisory.com/john-c-deane/) - John Deane is a founder of The Alta Group and its chief executive officer. He leads the global consultancy composed of five major practice areas: consulting, merger & acquisitions, legal support services, professional development, and vendor and captive programs. Prior to co-founding The Alta Group, he served as a principal in the firm of Amembal,
- [Edward Cherney](https://rinaldiadvisory.com/edward-cherney/) - Edward Cherney has made a lifelong career as an entrepreneurial executive. He is currently Chairman of TIP Capital. He has led industry renowned equipment leasing companies such as CMI Corporation, ENCORE, and AT&T Systems Leasing. Edward’s 40-year career has mainly involved directing end-user sales staffs and operations that originated sophisticated, financial-oriented lease transactions. Edward is
- [Dennis Neumann, Leasing Pioneer](https://rinaldiadvisory.com/dennis-neumann-leasing-pioneer/) - Bob Rinaldi interviewed leasing pioneer, Dennis Neumann, currently the CEO of BNY Capital Funding LLC. The Skype interview was captured on video Jan. 8, 2011. Bob and Dennis had first met years ago through their involvement with the Equipment Leasing and Finance Association and their roles on its board of directors. Mr. Neumann entered what
- [James Renner](https://rinaldiadvisory.com/james-renner/) - Jim Renner, a consultant with The Alta Group, has extensive expertise helping financial institutions succeed in equipment leasing and finance markets. Prior to joining the global consultancy in January, 2011, he was president of Wells Fargo Equipment Finance and its forerunner, Norwest Equipment Finance for 15 years, before retiring. Jim led the growth of its
- [Sudhir R. Amembal](https://rinaldiadvisory.com/sudhir-r-amembal/) - Mr. Amembal, chairman and CEO of Amembal & Associates as well the CEO and editor of Global Leasing Resource (GLR), is interviewed about his experience as an educator and entrepreneur featuring his global perspective. This pioneer, like others interviewed here, remains extremely active in the industry and has recently launched both the GLR and the
- [The Most Well Attended Leasing Seminar in The Industry - now available privately for your company exclusively.](https://rinaldiadvisory.com/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

## Pages

- [Home](https://rinaldiadvisory.com/) - The leading advisory firm for exit strategy planning and mergers and acquisitions in the U.S. equipment finance marketplace.Rinaldi Advisory Services® helps banks to better understand, enter, and succeed in the specialty lending sector of equipment finance. And we help owners of equipment finance companies develop a bank-ready posture for an exit strategy that drives sale
- [Team](https://rinaldiadvisory.com/about/the-ras-team/) - Your RAS team Confidential CEO Resource Expert Witness Strategic Planning Buy Side Advisory Starting & Scaling Business Due Diligence Services M&A Advisory Full Bio Business Development and Growth Strategies Project & Customer Relationship Management Vendor Finance Program Development Solutions Program Implementation and Market Strategies Full Bio Strategic Planning Organization Structure Profitability Maximization Business Development Full
- [Deborah "Deb" Reuben, CLFP, DES](https://rinaldiadvisory.com/about/deborah-reuben/) - About Deborah Reuben JOIN ME ON LINKEDIN Deborah “Deb” Reuben, CLFP, is the Founder and CEO of TomorrowZone®, a clarity-first transformation advisory. She works with leadership teams at the inflection point: before the investment is committed, before the kickoff, before the wrong path locks in. Her work builds transformation readiness before the commitment is made, creating
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- [Library](https://rinaldiadvisory.com/portal/library/) - Dashboard Library Profile LibraryRinaldi Advisory gives equipment finance brokers the tools to play bigger. The Rinaldi Broker Resource Library is here to help equipment finance brokers work smarter and build lasting enterprise value. From deal-packaging templates and vendor playbooks to business-building guidance, our resources are designed to make you more efficient, more profitable, and more
- [RAS Live Webinars](https://rinaldiadvisory.com/portal/webinars-events/) - RAS Portal DASHBOARD DIRECTORY WEBINARS & EVENTS LIBRARY PROFILE RAS Live WebinarsExplore the latest RAS Live webinars designed to keep brokers and funding partners ahead of the curve. Upcoming Nothing found. Recorded Webinars Entering the TomorrowZone®WebinarMarch 17, 2026Read More Asset Management – RAS Live Session 5WebinarFebruary 20, 2026Read More Accounting for Leases – RAS Live
- [Contact](https://rinaldiadvisory.com/contact/) - Contact Book an introductory meeting with Rinaldi Advisory Services® to discuss what’s on your mind and how we can help grow your business. If you’d prefer to send us a message please fill out the contact form below and we’ll get back to you. (513) 290-2890 1940 Fountain View Dr., Suite #1040, Houston, TX 77057-3206
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- [Jesse Johnson](https://rinaldiadvisory.com/about/jesse-johnson/) - About Jesse Johnson JOIN ME ON LINKEDINJesse Johnson is the Founder of Consult Disrupt and a long-standing equipment finance professional known for helping organizations turn ideas, technology decisions, and operational priorities into practical execution. As a Strategic Alliance Partner of Rinaldi Advisory Services, Jesse brings an execution-oriented capability to the RAS platform, supporting clients that
- [NEFA 2026](https://rinaldiadvisory.com/nefa-26/) - Don’t find yourself saying close, but no cigar.We’re the leading advisory firm for exit strategy planning and M&A in the U.S. equipment finance marketplace. How we support Bank-ready Our process is designed for the most likely outcome: an acquisition. We help improve the key areas that an ideal buyer will find most valuable, allowing you
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- [Portal](https://rinaldiadvisory.com/portal/) - Why Join? Be Seen. The only national directory spotlighting independent equipment finance firms — with live links to your site. Be Found. Clients and funders can search by asset class, location, industry specialty, etc. Be Chosen. When RAS fields requests from potential customers, funding sources, investors and banks, we can match their criteria with you. Welcome to the RAS
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- [Michael Varney](https://rinaldiadvisory.com/about/michael-varney/) - About Michael Varney Michael Varney, a top-tier CTO, brings extensive experience and a unique skill set in banking and finance to the Rinaldi team. Michael makes a significant impact for our clients, particularly smaller-scale regulated lessors, as few possess this skillset and most cannot afford a full-time CTO. His addition is a testament to our commitment
- [Thank You](https://rinaldiadvisory.com/portal/thank-you/) - Submission ReceivedLet the anticipation begin! We can’t wait to share our complete portal with you. Please look for a launch announcement from us soon.
- [Curtis Costner](https://rinaldiadvisory.com/about/curtis-costner/) - About Curtis Costner JOIN ME ON LINKEDINCurtis Costner brings nearly two decades of deep experience in the equipment finance space, specializing in brand management, advertising, and strategic consulting. Praised for his shrewd understanding of the industry, Curtis’s leadership ensures that every marketing need is strategically aimed at providing measurable value and meeting crucial business goals.
- [Tom Mariani](https://rinaldiadvisory.com/about/tom-mariani/) - About Tom Mariani JOIN ME ON LINKEDINStrategic Credit & Equipment Finance Leader | Chief Credit Officer | Equipment Dealer & Vendor Partner Tom Mariani is a highly accomplished financial executive with over 35 years of leadership in credit, underwriting, and equipment finance. Throughout his career, he has held senior leadership roles at First Citizens Bank,
- [Edward Castagna](https://rinaldiadvisory.com/about/edward-castagna/) - About Edward Castagna JOIN ME ON LINKEDINEdward is a highly experienced asset appraisal professional with over three decades of expertise in machinery, equipment, intellectual property, and inventory valuations. He has overseen more than 10,000 appraisals totaling over $1 billion for commercial lenders and bankruptcy trustees. As a leader of a 40-person team since 1986, Edward
- [Nancy Geary](https://rinaldiadvisory.com/about/nancy-geary/) - About Nancy Geary, CPA, CLFP JOIN ME ON LINKEDIN Nancy Geary is a Certified Public Accountant and Certified Lease and Finance Professional with over 40 years of public accounting experience; over 30 of those years working with clients in the equipment leasing industry. She has provided accounting, tax and consulting services including preparation/review of audited,
- [Leasing Avenues](https://rinaldiadvisory.com/leasing-avenues/) - Leasing Avenues This blog is about people in our industry who have chosen the road(s) less traveled and were rewarded for doing so. When first conceived, Leasing Avenues, was dedicated to pioneers who were trailblazers forging new paths that over time became the well-traveled, well-mapped highways we take for granted today. The relaunch of Leasing
- [Media Room](https://rinaldiadvisory.com/media-room/) - Media Room The Case for Dealer Captive Finance The Case for Dealer Captive Finance: Why the strategic value lies in owning the customer lifecycle—not simply earning a few more points of finance margin By Bob Rinaldi, President & Founder,…Read More Lift-Outs: The Other White Meat of Growth in Equipment FinanceLift-Outs: The Other White Meat of
- [Banks](https://rinaldiadvisory.com/banks/) - Helping banks realize their potential in the equipment finance market.Equipment leasing and finance (ELF) is one of the most lucrative markets for growing your C&I assets and customer base. The ELF market is national in its footprint and can generate both interest and noninterest income. Rinaldi Advisory Services® helps C-level bank executives explore opportunities, discover
- [Team-9-23-update](https://rinaldiadvisory.com/about/team-9-23-update/) - Your RAS team Confidential CEO Resource Expert Witness Strategic Planning Buy Side Advisory Starting & Scaling Business Due Diligence Services M&A Advisory Full Bio Business Development and Growth Strategies Project & Customer Relationship Management Vendor Finance Program Development Solutions Program Implementation and Market Strategies Full Bio Strategic Planning Organization Structure Profitability Maximization Business Development Full
- [Scott Preiser](https://rinaldiadvisory.com/about/scott-preiser/) - About Scott Preiser JOIN ME ON LINKEDINSeasoned leasing executive with more than 35 years of experience leading independent and bank owned leasing companies in a variety of niche equipment finance markets. Most of Scott’s experience and success has been in the vendor leasing business. During his career, he has held marketing and sales positions with
- [Bank Ready](https://rinaldiadvisory.com/equipment-finance-companies/bank-ready/) - BE WORTH HUNTING FOR Bank-Ready: Making independents bank-ready, and ready for exitBank-ready is our process that prepares your leasing company to attract interest by financial institutions, and prepares your team and operations to pass the scrutiny of bank due diligence prior to, during, and after a sale process. BE WORTHHUNTING FOR Bank-Ready: Making independents bank-ready,
- [Capital Navigator](https://rinaldiadvisory.com/equipment-finance-companies/capital-navigator/) - Capital Navigator Strategic Capital Analysis with Bank Ready IntegrationFor equipment leasing and finance companies seeking a deeper understanding of their credit facility options, we offer Capital Navigator. This tailored analysis provides clear insights into pricing, sizing, scalability, advance rates, eligibility criteria, and covenants. Combined with Bank Ready, it ensures you’re well-prepared and confident when negotiating
- [Equipment Finance Companies](https://rinaldiadvisory.com/equipment-finance-companies/) - Helping independent equipment finance leaders get bank-ready and well positioned for exit.Selling all or part of the business you created is part of a smart exit strategy that maximizes your personal and financial freedom. The bank due diligence process is rigorous; your business will undergo tremendous scrutiny. Rinaldi Advisory Services® helps owners get “bank-ready,” we
- [Tech Navigator](https://rinaldiadvisory.com/equipment-finance-companies/tech-navigator/) - Tech Navigator Navigate the Future of Tech in Equipment FinanceThe pace of technological change is relentless. To scale your equipment leasing operation effectively, you need more than just a plan—you need a Tech Navigator. Born from a partnership between Rinaldi Advisory and MAI Technology Solutions, Tech Navigator guides you through the complexities of technology in
- [Liz Rinaldi](https://rinaldiadvisory.com/about/liz-rinaldi/) - About Liz Rinaldi JOIN ME ON LINKEDINLiz is a seasoned financial expert with a deep-rooted background in the equipment leasing and finance vendor program sector. Her extensive experience has cultivated a keen understanding of challenges independent and captive finance programs face in today’s landscape. Her 15+ year industry tenure has equipped her with in-depth knowledge
- [Organizations We Support](https://rinaldiadvisory.com/about/organizations-we-support/) - Organizations We Support Rinaldi Advisory Services® is dedicated to leveraging our expertise in equipment finance to support causes and communities close to our hearts. We are proud to partner with the following philanthropic organizations: MedShare is a 501c(3) humanitarian aid organization dedicated to improving the quality of life of people, communities, and our planet by
- [Jon Gerson](https://rinaldiadvisory.com/about/jon-gerson/) - About Jon Gerson JOIN ME ON LINKEDINJon Gerson, President, joined Executive Solutions, a second-generation equipment leasing & finance search firm, while on sabbatical from Rutgers University when he was twenty years old and became President in 2013. Executive Solutions has earned its reputation as a premier national search firm by an unwavering commitment to focusing
- [About](https://rinaldiadvisory.com/about/) - About Us Rinaldi Advisory Services® helps banks to better understand, enter, and succeed in the specialty lending sector of equipment finance. And we help owners of equipment finance companies develop a bank-ready posture for an exit strategy that drives sale premium. Our team of advisors is comprised C-level veteran practitioners with decades of experience starting,
- [Confidential CEO Resource - Banks](https://rinaldiadvisory.com/banks/confidential-ceo-resource/) - Confidential CEO Resource (CCR®) Robust advisor access with long-term strategic planning and support The Confidential CEO Resource℠ (CCR®) is a robust, full-scope advisory service that provides clients with a broad base of support for long-term strategic management. We work with CEOs to provide meaningful analysis and actionable insights. Our aim is to help you arrive
- [Equipment Finance Industry Ready](https://rinaldiadvisory.com/banks/equipment-finance-industry-ready/) - Equipment Finance Industry (EFI) Ready We provide strategic support to community bank CEOs and its executive officers aimed at developing an entry strategy into the equipment finance industry. We work with bank CEOs to identify sectors and scenarios most appropriate for your bank, analyze and advise on M&A scenarios, develop strategic & operational plans, and
- [Justin Vogel](https://rinaldiadvisory.com/about/justin-vogel/) - About Justin Vogel JOIN ME ON LINKEDINJustin Vogel brings over two decades of experience and unparalleled expertise to the table as a seasoned veteran in the finance and banking industry. Throughout his career, Justin has been at the forefront of empowering lower middle market businesses across the United States, guiding them towards securing the essential
- [Sudhir P. Amembal](https://rinaldiadvisory.com/about/sudhir-p-amembal/) - About Sudhir P. Amembal JOIN ME ON LINKEDINSudhir Amembal is the Chairman and Chief Executive Officer of Amembal & Halladay, the world’s most highly respected training and consulting firm in equipment leasing. He began his lease education, consultancy, and publications career by founding the firm in 1978. The firm has trained over 80,000 leasing professionals
- [Confidential CEO Resource-EFI](https://rinaldiadvisory.com/equipment-finance-companies/ccr-confidential-ceo-resource-2/) - Confidential CEO Resource (CCR®) Robust advisor access with long-term strategic planning and support Confidential CEO Resource (CCR®) is a robust, full-scope advisory service designed specifically for lessors with greater than $30 million per year in annual new business volume. CCR® provides clients with a broad base of support for long-term strategic management. We work with
- [Tom Ware](https://rinaldiadvisory.com/about/tom-ware/) - About Tom Ware JOIN ME ON LINKEDINTom Ware has 35 years’ experience in small business lending, working with banks and finance companies. He began his career at a consulting firm that is now part of Oliver Wyman, and started in finance with a subsidiary of First Interstate Bancorp, the seventh largest U.S. bank at the
- [Brett Davis](https://rinaldiadvisory.com/about/brett-davis/) - About Brett Davis Click to Download BioJOIN ME ON LINKEDINBrett Davis is a trusted business partner and transformation specialist with a 20+ year executive career with CNH Industrial, NYSE CNHI. Ignites results, increases revenue, and drives expansion into new markets to deliver on rapid growth and scale-up needs in financial services and brand management in
- [Chris Chiappetta](https://rinaldiadvisory.com/about/chris-chiappetta/) - About Chris Chiappetta Bob RinaldiLiz RinaldiHarry KaplunChris ChiappettaBrett DavisSudhir P. AmembalNancy GearyTom MarianiMIchael VarneyScott PreiserTom WareJustin VogelDeborah ReubenEdward CastagnaCurtis CostnerJesse JohnsonReady to discuss how the value of our experience can add to your leadership team?Schedule an Intro CallMemberships:
- [Harry Kaplun](https://rinaldiadvisory.com/about/harry-kaplun/) - About Harry Kaplun Click to Download BioJOIN ME ON LINKEDINHarry Kaplun, an executive with 35 years of experience in finance, equipment leasing and corporate lending was most recently the President of the specialty finance businesses of Frost, a $32 billion bank based in San Antonio, TX. Harry has served in leadership positions in operations, marketing
- [Bob Rinaldi](https://rinaldiadvisory.com/about/bob-rinaldi/) - About Bob Rinaldi Click to Download BioJOIN ME ON LINKEDIN Bob Rinaldi is a lifelong entrepreneur with a sizable history of success in banking and commercial equipment finance. A forward-thinking, innovative Finance Executive, Bob has amassed a solid background in assessing organizational needs, developing solutions, supporting implementations and delivering results. During his tenure, Bob guided
- [Banks-2022](https://rinaldiadvisory.com/banks-2022/) - BanksBanks rarely have a problem accessing capital, but they often have a problem deploying that capital to grow assets. That is where Rinaldi Advisory Services comes in. Growth requires strategic thinking, adding new business lines, selling the idea to stakeholders, and then understanding, anticipating, communicating, and mitigating the potential inherent risks. As an independent lessor,
- [About 2022](https://rinaldiadvisory.com/about-2022-2/) - AboutRinaldi Advisory Services, and the select group of other advisory firms it collaborates with, provide guidance to independent lessors, financial institutions, industry service providers, manufacturers, and international firms entering the U.S. equipment finance marketplace. Over the course of our careers we have worked with a majority of the most prominent lenders in our industry. As
- [Home](https://rinaldiadvisory.com/classic-consultants/) - Independent Finance CompaniesPartnering with Principals and CEOs to develop strategies for growth. BanksWorking with banks to generate asset growth by deploying capital in the commercial equipment finance marketplace. Service ProvidersDriving innovation, future proofing existing products, services and business models. International CompaniesAdvising on the nuances in the US commercial equipment finance and small to medium enterprise
- [PPP Customer Lead Development](https://rinaldiadvisory.com/ppp-customer-lead-development/) - PPP Customer Lead Generation Turn your new PPP customers into regular bank customers Soon the PPP loans and forgiveness will have run their course. After all that effort you’ll have earned goodwill and some one-time fee income. Some of your new customers might generate new loan assets, DDAs, deposits, or other bank products. Yet they
- [Manufacturers](https://rinaldiadvisory.com/manufacturers/) - ManufacturersManufacturers and their sales channels (vendors and distributors) fight tooth and nail to maintain and grow their top line sales numbers. Most manufactures are concerned with making the best product possible so it essentially sells itself; in other words, they solve the customer’s problem of “what to buy.” But, few manufacturers solve the problem of
- [International Companies](https://rinaldiadvisory.com/international-companies/) - International CompaniesIn most cases, growth for multinationals requires entering new markets. The more mature the industry is in their home country, the more necessary this becomes. Let’s face it, in terms of size, the US represents a significant market, and to expand into the United States, international companies need to learn the market and all
- [Service Providers](https://rinaldiadvisory.com/service-providers/) - Service ProvidersAs a service provider to the mainstream sectors of the equipment finance and commercial finance industries, your growth prospects are limited. Let’s face it, you can either rely on the annual growth rate of the industry and GDP, or make the moves necessary to steal market share from your competitors. By the way, the
- [Independent Finance Companies](https://rinaldiadvisory.com/independent-finance-companies/) - Independent Finance CompaniesThe lifeblood of the equipment finance industry is the independent finance company, and the burden of building a successful enterprise rests solely on the principals and executive leadership. Your great idea to start a finance company was a product of strategic thinking and brainstorming, but quickly became the stressful, all-consuming role of managing the everyday
- [Keynote Speaking Engagements](https://rinaldiadvisory.com/keynote-speaking-engagements/) - Keynote Speaking August 2019 – Keynote at Asobancaria in Bogota, ColombiaVideo of Bob Rinaldi delivering the Keynote speech at Asobancaria's 3rd Leasing Encounter in Bogota, Colombia October 2015 – Chairman’s Speech at ELFA’s 2015 Annual ConventionVideo of Bob Rinaldi delivering the Chairman's Speech at ELFA's 2015 Annual Convention.
- [Diversions](https://rinaldiadvisory.com/diversions/) - DiversionsSPIRITS. CIGARS. STORIES. with Bob RinaldiWe spend a great deal of time being consumed by work, family matters, current events, and media. When do we get time for “ME”? For most of us, the answer is we don’t. This blog is about “DIVERSIONS” from the serious preoccupations above. I am hoping that “DIVERSIONS” will provide
- [Diversions Contact](https://rinaldiadvisory.com/diversions-contact/) - DiversionsSPIRITS. CIGARS. STORIES. Contact Tell me about your favorite diversion to be added to the Diversions Blog. Name First Last Email* Tell me about your favorite diversion to be added to the Diversions Blog:*
- [Lifestyle Blog 1](https://rinaldiadvisory.com/lifestyle-blog-1/) - Spirits, Cigars & Stories August 19, 2026The Case for Dealer Captive FinanceRAS provided operational due diligence advisory services to Wafra in connection with its agreement to acquire Navitas Credit Corp., a leading equipment finance company. Read More July 6, 2026Lift-Outs: The Other White Meat of Growth in Equipment FinanceRAS provided operational due diligence advisory services

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## Content

- [Rinaldi Report 2026 Demo](https://rinaldiadvisory.com/content/rinaldi-report-2026-demo/) - Rinaldi Report 2026 DemoNEW! Rinaldi report for 2026 demo content - loreum ipsum loreum ipsum loreum ipsum loreum ipsum loreum ipsum loreum ipsum loreum ipsum loreum ipsum loreum ipsum loreum ipsum loreum ipsum loreum ipsum Top Bank Owned Leasing Companies 2023 Page 1 Content April 23, 2026

## Webinars

- [Asset Management - RAS Live Session 5](https://rinaldiadvisory.com/webinars/asset-management-ras-live-session-5/) - We will discuss asset Management across equipment finance and dealership operations including asset disposition and remarketing dynamics, managing asset risk across the lifecycle, and what finance, credit, and operations teams should be thinking about in today’s market.
- [Systems & Technology - RAS Live Session 1](https://rinaldiadvisory.com/webinars/systems-technology-ras-live-session-1/) - Systems & Technology – RAS Live Session 1Webinar April 2, 2025 Presenter: RAS Team — Bob Rinaldi, CLFP; Nancy Geary CPA, CLFP; Harry Kaplun; Chris Chiappetta; Liz Rinaldi — featuring special guest Michael Varney of MAI Technology Solutions, LLC..Our kickoff session will explore the crucial role of systems and technology in shaping the future of
- [Capital - RAS Live Session 2](https://rinaldiadvisory.com/webinars/capital-ras-live-session-2/) - Capital – RAS Live Session 2Capital – RAS Live Session 2Webinar May 7, 2025 Presenter: Justin Vogel of Verity CapitalInsights on today’s funding landscape, how capital availability is shifting, and what lenders and platforms need to secure the right capital at the right time. Topics include: • What funding strategies are working (and what’s not)
- [Talent - RAS Live Session 3](https://rinaldiadvisory.com/webinars/talent-ras-live-session-3/) - We explore the current state of talent recruitment in equipment finance, featuring expert insights on hiring trends, candidate expectations, and how firms can compete for top professionals.
- [Accounting for Leases - RAS Live Session 4](https://rinaldiadvisory.com/webinars/accounting-for-leases-ras-live-session-4/) - Designed for professionals in sales, credit, and leadership roles, this session fills a critical gap in industry knowledge—helping you better understand the accounting principles that matter most to your customers.
- [Entering the TomorrowZone®](https://rinaldiadvisory.com/webinars/entering-the-tomorrowzone/) - Deborah Reuben, CEO of TomorrowZone and author of Enter the TomorrowZone, challenges the way leaders think about transformation and change. Through a candid fireside chat and Q&A, she explores why most innovation efforts miss the mark and introduces The TomorrowZone System™ — a foresight-driven framework for making sense of complexity and uncertainty.

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