Access to Capital Directory
Published February 18, 2013
The PrivateBank
743 N. Water St.
Milwaukee, WI 53202
Key Contact:
Jim Meyer
Roger Pillsbury
Jeff Janza
Peter Campbell
Jeff Jarecki
Phone: (414) 291-7100
Fax: (414) 291-7171
Year Founded: 1989
General Business Description: To be the Bank of choice for middle market companies, executives, entrepreneurs, business owners and wealthy families.
Two most common transaction sizes:
$10 mil - $19.9 mil
$5 mil - $9.9 mil
Top three industries in which transactions have been conducted:
Manufacturing
Business Services
Construction
Access to Capital Services : Financial Analysis
Financing
Lines of Credit
Loans - Equipment
Loans - General
Loans - Real Estate
Loans - SBA
Loans - Working Capital
Management Buyout
Recapitalization
Revolving Credit Facilities
Strategic Acquisition
Transaction Strategy
Banks/Credit Unions
Total Assets: $10 bil - $24 bil
Number of SBA loans in the past 18 months: 6 to 15
Number of full-service locations in SE Wisconsin: 1
Number of commercial lending professionals located in SE Wisconsin: 5 to 9
Investment Banking & M&A Firms
Private Equity Groups
Accounting, Legal & Valuation Firms
Other Organizations: Social Services/ Nonprofits, Government Programs. Venture Capital, Leasing & Real Estate Companies