Company Profile
Allied Capital Partners, L.P. is a nationwide, commercial finance company specializing in factoring accounts receivable, generally for businesses that do not qualify for traditional bank financing. The company was founded in 1992, by CEO Clay Tramel, and today, it is one of the most highly respected, longest tenured factoring companies located in Texas. Strong client relationships, high levels of customer satisfaction, flexible deal terms, and creativity are hallmarks of the company.
Allied provides accounts receivable factoring for businesses that have good products and good customers, but who are unable to qualify for traditional bank financing. Potential clients may include early stage businesses, high growth businesses, and undercapitalized businesses that may have historical operating losses, tax liens and turnaround situations.
Allied is headquartered in Dallas, Texas, but has factoring clients throughout the United States. Allied currently has sales offices in Texas, California, Florida, Louisiana and Alabama, with plans to enter additional markets in the near future.
At Allied, we strive to be the factoring company of choice in the market, and we work diligently to provide a level of customer service that is unparalleled in our industry. To that end, we appreciate your business and referrals, and we hope that when you see a client with the need for alternative financing, your first thought for factoring services is always Allied Capital Partners.
History
Allied Capital Partners was founded in 1992 in Dallas, Texas. Clay Tramel contributed $300,000 in start-up capital and was the company’s sole employee during the first two years of operation. Allied started from a base of $700,000 in annual receivable purchases, and has grown to the current volume of almost half a billion dollars annually.
Allied has a strong record of consistent growth and has been profitable since its inception. The Company has successfully managed a composite growth rate of 188% since 2004, with year over year growth at 51.5%, 41.4% and 34.3% for the years 2004, through 2006, respectively. The Company expects to maintain this growth rate, forecasting annual purchase volumes to increase 35-50% over the next 2-3 years.
Allied Capital’s exceptional customer service, strong business partnerships, operational excellence and efficiency (including the development of Six Sigma processes) have propelled Allied to a leadership position in the industry.
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Management Team
Allied has a highly experienced management team with long-standing ties to the lending community and decades of factoring, banking and credit experience.
Key members of the executive team are as follows:
Clay Tramel, CEO. Mr. Tramel founded Allied Capital in 1992, growing the Company from a base of $700,000 in annual purchases in 1992 to the current volume of approximately half a billion dollars in 2007. Mr. Tramel is an active investor and a Board member of several other businesses in the construction, engineering, energy management and finance industries. Prior to his experience in the factoring business, Mr. Tramel was active in the commercial real estate finance industry for approximately 10 years where he earned his CCIM designation in 1987. Mr. Tramel received his Bachelor of Science degree and MBA in Finance from Centenary College of Louisiana.
Mike Battle, Partner. Mr. Battle serves as managing partner of Battle Advisory Group, LLC, a consultancy group that provides services and programs to the top 200 banks in the United States to identify sources/products and develop processes to enhance fee income, generate earning assets, increase market share and mitigate/control risk with a primary focus on the consumer and small business sector.
Prior to the formation of the Battle Advisory Group, Mr. Battle served as the senior executive officer from 1991 to 2001 for a $50 billion southeast regional banking corporation, and he was responsible for all line and staff functional areas within the retail/consumer and small business divisions. Prior to 1991, Mr. Battle served as either CEO or as a senior executive officer for several Texas based banking companies.
Mr. Battle received his BA degree from Louisiana State University in Baton Rouge, Louisiana. Mr. Battle is also a graduate of the ABA Commercial Lending School at the University of Oklahoma and a graduate of the Graduate School of Banking at the University of Wisconsin with post graduate work at Boston University and St. Edward’s University in Austin, Texas.
Joe Unis, Partner. Mr. Unis joined Allied Capital as a Partner in early November of 2007. He is a key player in Allied’s business development, lead generation, and the training and mentoring of Allied’s team of Business Development Managers. Mr. Unis is also involved in the underwriting and closing processes. His past experience and his wealth of knowledge in both the banking and factoring industries, as well as his extensive relationships in the market, have proven very valuable.
Mr. Unis was formerly the Chairman and co-owner of Comresco Capital prior to the sale of the Company in August of 2007. His primary role at Comresco was the capitalization and new business generation for the Company. Prior to Comresco he served as the founding Managing Director of Guaranty Mezzanine Ventures (Guaranty Bank). Prior to forming GMV in August of 2000, Mr. Unis served as Senior Vice President of Guaranty Business Credit Corporation. Mr. Unis joined GBCC and its predecessor, Fidelity Funding, in 1995. During that time, Mr. Unis generated in excess of $100 million in commitments to middle market companies served by GBCC/Fidelity. At the direction of Fidelity’s owner, Mr. Unis identified Guaranty Bank as a buyer for Fidelity Funding in February of 1999, with the transaction closing in June of that year.
Prior to joining Fidelity Funding, Mr. Unis was an independent financial consultant providing advisory services to privately held companies including debt and equity placement, and merger and acquisition consultation. Mr. Unis also advised clients on debt restructuring, dealing with trade creditors, exit strategies, and establishing financial controls.
Mr. Unis began his commercial banking career with MBank in 1980. While at MBank, Mr. Unis managed the credit-training program that staffed the Working Capital Lending, Asset-Based Lending and Equity Investment areas of the bank. Mr. Unis later joined MVenture, a wholly owned subsidiary of MBank that made sub-debt and equity investments in privately owned companies.
Mr. Unis is a graduate of the University of Notre Dame with a Bachelors degree in Business Administration.
Ken Murray, Partner. Ken Murray currently serves as the Chairman of VanillaSoft, a software company located in Plano, Texas. Mr. Murray is a co-founder of VanillaSoft, where as CEO, he guided the company through three rounds of funding, proof of concept, early customer traction and commercial launch. The company reached profitability in October of 2006, and did so in the first eight months of selling.
Prior to his involvement with VanillaSoft, Mr. Murray was engaged in the sales division of a large regional bank. Under his direction, the business unit realized a growth in sales from $245 million in 2000 to over $750 million and 168,000 products sold in 2005.
Mr. Murray has also served as a consultant for companies ranging from small businesses to global players such as Microsoft, IBM and Capital One. His aptitude for formulating innovative strategies, coupled with the ability to motivate those around him, has allowed him to successfully guide companies ranging from start-ups to the Fortune 100. Mr. Murray is an alumnus of the Harvard Business School where he completed their prestigious OPM Program.
Andy Lavigne, Chief Credit Officer. Andy Lavigne joined Allied Capital in August of 2008 and serves as Chief Credit Officer. He works closely with Clay Tramel, CEO, to monitor the credit quality of Allied’s existing portfolio, underwrite new client credit, and analyze and recommend improvements to processes that will achieve greater organizational efficiencies. In addition, Mr. Lavigne works with the Sales and Marketing Departments to gather and analyze data to help gain a better understanding of how different segments respond to various sales/marketing techniques.
Mr. Lavigne joined Allied, continuing a successful 35 year career in the Financial/Factoring industry. Throughout his diverse career, he has been employed by a number of notable financial institutions and factoring companies. He began his early career working for Heller Financial out of New York and then later, was employed for 15 years by Barclay’s Commercial Corporation in Dallas, which eventually became CIT Commercial Corporation following the purchase of Barclays by CIT. There, he served in a number of different roles including Portfolio and Loan Administration Manager, Account Executive and Regional Credit Manager.
More recently, Mr. Lavigne worked for Southwest Securities, FSB, where he ran the boutique factoring department for the bank and eventually assisted in the sale of their factoring portfolio to Gulf Coast Business Credit.
Mr. Lavigne has played many roles over the years and has expertise in a variety of areas including underwriting, risk management, asset based lending, operations, credit/collections and business development. Mr. Lavigne is knowledgeable in all aspects of running a factoring operation, and he is a great resource for the Allied team.
Lisa Trzupek, Vice President of Operations. Lisa Trzupek serves as Vice President of Operations for Allied Capital, and she has been with the company since March of 2002. Ms. Trzupek is responsible for overseeing Allied’s Operations Department and specifically, for maintaining all aspects of client services, relationship management, oversight for new client fundings and their initial set up, risk assessment, collections, and maintaining broker relationships.
Ms. Trzupek is a true veteran of the banking industry. After attending Richland College, she began her career at Bank One where she was employed for two years. She then worked at State Bank and Trust for the next nine years, working her way up to Branch Manager. Prior to joining Allied, Lisa was working for another local factoring company. Collectively, Ms. Trzupek now has more than 17 years of experience in the banking and factoring industries.
Teresa Kraemer, Sales Manager/Bank Strategist. Mrs. Kraemer joined Allied Capital in February of 2008, where she serves the dual role of Sales Manager and Bank Strategist. Mrs. Kraemer is responsible for leading Allied's team of Business Development Managers and for overseeing the strategic implementation of Allied's bank alliances and initiatives.
Over the course of her diverse 25 year career in business management and leadership, Mrs. Kraemer has proven to be a skilled executive and visionary leader. During her 16 year career at Bestway Rent to Own, a publicly traded company on NASDAQ, she served as President and COO for the 80 store retail chain. She managed an aggressive growth program and successfully executed three acquisitions, demonstrating proactive leadership strength and skilled results-orientation. Mrs. Kraemer's role included active involvement in the real estate development, brand recognition and operational performance of the company.
Most recently, Mrs. Kraemer established TAK-Consulting, where her responsibilities as President/CEO of the limited partnership focused on recruiting, business infrastructure consulting and team building. She also serves on several civic boards within her community, and is actively involved with her church in leadership roles.
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Allied Capital Partners, L.P.
Headquarters
Prestonwood Tower, 5151 Beltline Road Suite 500, Dallas, TX 75254
Phone: 972-776-5300 | Fax: 972-404-9955 | Toll Free: 877-404-9904
Email: info@acplp.com
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