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Our senior staff have owned, operated, built, and sold their own businesses, in some cases many, many times. We have been CEOs of public and private companies, we have founded startups, we have bought distressed companies, chances are, if you’re facing it, we’ve seen it. We’re different from many advisory firms because we have actual real world operational experience, and not just in big business – in small business too. We understand the unique challenges and opportunities you see every day, and we believe we can help you get to the next level.
DANIEL L COURY, SR
JONATHAN M TULLO
JEFFREY J GOESON
ROBERT T "BOB" HARVEY
DAVID L MAU
DANIEL M SIMSIMAN
RICHARD J GROENEWEG
R TRAVIS GROENEWEG
GEORGE "BURL" OUTLAW
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"We engaged with Belmont Acquisitions for a wide range of advisory services for our small public company. They assisted us with our first acquisition, raised over $1 million in capital, renegotiated debt, and provided investor relations services and compliance. During our time with them, our stock increased over 4000% with great liquidity for our investors."
"We have been a client of Belmont's almost since Belmont's inception. We found their Funding Proposal process to have been very helpful to crystallizing our business plans and its cost was money well spent. Belmont and its principals became longterm investors in our company and they have introduced us to numerous other funding sources as well."
"When no one else would provide funding for my business, I engaged Belmont to build a professional Funding Proposal. It was money well spent and Belmont provided the money I needed to acquire two self storage locations."
"When we decided to "go public" the only choice for us was to work with Belmont Acquisitions. They explained every step along the way, and took over all of the heavy lifting in regards to being pubic so that we could concentrate on our business. Then they helped us get our finances in order, with technology issues and almost everything else we needed."
"Belmont arranged our company's acquisition of multiple medical clinics by a public company. I have found their process in preparing our Funding Proposal, which is a comprehensive business plan, to be extraordinary. It helped us focus on our success. Belmont's experienced Personnel are dedicated and bring results- whether as a private or public company I would highly recommend them"
"When I wanted to buy an Allstate Agency, other than family, only the principals of Belmont believed in me enough to provide funding and advice."
"Belmont's unique process for mitigating risk through their Funding Proposal process obtained funding for my business when all other attempts failed because we were in dire straights.
"When I decided to raise capital to mine gold in Africa no one wanted to help me until I engaged Belmont. Using their business plan with detailed assumptions and cash flow reconciliations and risk mitigation strategies which they call a Funding Proposal I was able to raise the money I needed for my African Gold mine in less than 3 weeks! I highly recommend the Belmont team"
"I have done business with Belmont's principals for years. They were instrumental in helping us recapitalizing a credit card technology company that had raised over $60 million dollars with products that we then sold to MasterCard and AMEX. I found Belmont to be knowledgeable, hard working and always got results."
"I have done business with Belmont's principals for many years. They have successfully assisted me in renegotiating debt on an acquisition I made, assisted us to take another company public, and supplied and raised capital for a number of companies I've been involved with. I still do business with them today and recommend them whenever I can."
"We receive many loan applications from many sources. There are certain industries that we normally just don't process for funding. However, when we receive a funding package from Belmont, which is always complete and mitigates our risks, we are even able to process loan requests in those restricted industries. They do an excellent job."
"I have worked with Belmont in more than one of my business enterprises over the years. Two things stand out in my dealings with Belmont. One is their innovative business solutions and strategies. The other is their integrity."
"We recently engaged Belmont and are extremely impressed with their vigor, attention to detail and results. In the short time we have been with them they have already raised us almost $500,000 in working capital and have introduced us to powerful business and funding groups that we otherwise would not have available. They are more than just consultants as they treat our business as their own with as much passion as I do."
"Belmont has found numerous sources of money for our growing small public company. They Recently securing us a $5.0 million revolving line of credit not strictly based on receivables which we couldn't ordinarily qualify for. Specialty construction Company."
"Belmont helped arrange a new-hire and training grant for our expanding business and we received in excess of $100,000 that we don't have to pay back, isn't a loan and went right to work improving our business! Belmont's experts have amazing contacts and work diligently to find solutions for us."
"Belmont arranged a $ 6 million collateralized guarantee for a film project we are working on which has allowed us to enter into an agreement to acquire the rights to a nearly completed film. Belmont's people are creative and connected."
"Signed up with their affiliated Search Engine Domination and website development team and the results are amazing. i would highly recommend their business and marketing solutions. These are programs that multinational companies use at prices we can afford."
"Belmont's negotiations team came in and helped us negotiate over
$1 million in debt reductions from creditors through the use of our equity. This has lowered our overhead carrying costs and will make us a stronger more profitable enterprise. Belmont's experience and dedication is amazing! -They get results!"
"Belmont is relentless. As a marketing company it's difficult to get financing. With the discipline we created through their "funding proposal" process which includes a true third party business valuation they sourced us a $3 million dollar line of credit. They work incredibly hard to get the job done. Now with their help we are exploring taking the company public."
"When it became time to sell my business I engaged Belmont Acquisitions. They worked diligently and consistently and found me just the right buyer. Their process of due diligence and preparation allowed them to obtain the acquisition financing that the buyer needed as well. I would strongly recommend their services."
"Our Company is just starting to recover from the economic downturn and our financials are not yet strong especially historically. Belmont went the extra mile in due diligence to prepare us for the appropriate lender who because of Belmont's special relationships and considerable work provided us with the working capital that we need to grow, when no one else would."
"When I needed funds for my marketing firm I turned to Belmont Acquisitions. They are the most responsive financiers I've ever worked with—I paid them a little extra for expedited service and got it. Nights, weekends and everything in between. I received my first $4 million in a little over 3 1/2 weeks and now I'm engaging their operational team to help expand the business. I would highly recommend them."
"When I needed capital I turned to Belmont. I'm glad I did. I paid them $10k for due diligence after they provided me with a term sheet from a licensed hedge fund they work with. It was the best money I ever spent as their team is relentless, and they worked incredibility hard on my behalf. My loan never would have closed without them: I now have a $5 million revolver and have already drawn down $900k.
"When I wanted to grow my fashion design firm, I contacted Belmont Acquisitions. They found an acquisition target for my company, negotiated the transaction, and convinced the Seller to sell on terms favorable to us. Then they arranged 100% of the financing needed to close the transaction. This grew my company more than 15 times! I would highly recommend Belmont's experienced team."
"After doing an acquisition, we had a number of transitional issues. I was able to call on Belmont's experienced staff to provide technology assistance, operational assistance, and marketing assistance. I don't think that we could have made the transition without Belmont and their relationships."
Daniel L. Coury, Sr.
Daniel L. Coury, Sr. is a well respected Arizona based businessman who has been chairman and CEO of both NASDAQ and OTC BB companies primarily in the technology sector. Mr. Coury has prominently served as a director on both private and public company boards and presently serves on the board of 4 companies. Mr. Coury’s board committee experience includes a term as the chairman of a compensation committee. Mr. Coury’s expertise is squarely centered on building shareholder value through clear concise communication to shareholders, investors, potential investors, and analysts through comprehensive investor relations programs coupled with operating companies that achieve high growth either organically or through acquisitions. Mr. Coury has successfully managed businesses across state lines as well as internationally and more recently has successfully negotiated acquisitions in the Far East, throughout the United States and Latin America. . These involved diverse industries such as; online marketing, telemarketing, real estate development, mortgage banking, cold storage & warehousing, transportation & logistics, mortuaries, cemeteries, aeronautical and automotive.
Jonathan M. Tullo
Irvine, California &
Mr. Tullo is a Managing Director and now leads Belmont Acquisitions' private equity group. Mr. Tullo's direct private equity team is focused on acquiring cash-generating technology companies at attractive multiples. Other private teams reporting to Mr. Tullo focus on troubled business assets and companies that, with management expertise and capital, can provide outstanding operating margins and growth. Our private equity group accepts no outside investment but will team up with "strategic partner investors". Initially, Mr. Tullo created and built the analytical and valuation division of Belmont Acquisitions. He has over 10 years of analytical, financial, and operating experience. Before Belmont Acquisitions, Mr. Tullo was Vice President and Senior Analyst at a Phoenix area boutique investment banking and corporate consulting firm which had a significant private equity portfolio. A seasoned Mergers and Acquisitions professional, Mr. Tullo has been involved in M&A transactions across many industries including software, technology, manufacturing, payments, advertising, and many others. Mr. Tullo received a Bachelor of Science degree in Management from the W.P. Carey School of Business at Arizona State University, and a Master of Science degree in Finance from the D'Amore-McKim School of Business at Northeastern University.
Jeffrey J. Goeson
Director of Technology Assessment
Jeffrey J. Goeson is a Managing Director specializing in technology-based emerging and accelerating growth companies. In addition to his technology based experience, Mr. Goeson brings a "can do" attitude to maximizing the profitability of the business models of our clients through his extensive experience in various other facets of business management and sales.
As the Director of Information Technology and Director of Technology Assessment divisions for Belmont Acquisitions, Mr. Goeson and his team works very closely with the Valuation and Advisory Department in evaluating client information technologies, systems and databases.
Mr. Goeson brings over 20 years of experience in project management on domestic and international projects, complex database design and development, software design and development, complex security protocols including integration with the international CAP standard developed for MasterCard and other card associations, LEC billing algorithm and billing system design and development, Electronic Health Records (EHR) billing and records management systems and EDI design and development, various mobile and electronic payment processing and billing platforms and other new technologies. Mr. Goeson assists our clients in monetizing their technologies as well as providing Belmont with the “in house” valuation of the technologies. Mr. Goeson’s experience is invaluable for the entrepreneur whose technology needs to be monetized, patented, or copyrighted.
Robert T "Bob" Harvey
Mr. Harvey sits on the credit and investment committee where he brings his specialized knowledge of start-up and early stage venture investing, and experience in the upstream (drilling and completions) of the oil and gas business.
Mr. Harvey is an engineering graduate of Georgia Tech. He has acted as a lead angel investor for
numerous start-ups and early stage companies, in industries ranging from wireless hardware, consumer products, biotechnology, and enterprise storage networking hardware, enterprise software, and enterprise data security. Mr. Harvey has advised and assisted in aggregating early stage capital for 14 different companies and secondary round financings for many others in excess of $80MM. Mr. Harvey has served on various boards of directors, including Chaparral Network Storage, Inc. where he was instrumental in creating an additional $13MM in value for junior preferred shareholders of Chaparral, when it was acquired by Dot Hill, a public company. He also was instrumental, as a Board Member, in a “company saving” bridge loan for a private wireless hardware company- before it was eventually sold to Sierra Wireless, a public company.
In biotech, Mr. Harvey was the lead investor for the first round funding ($18MM valuation) for a cancer immunotherapy vaccine company, that currently has a public market cap of $650MM on the NASDAQ.
In the oil and gas industry, Mr. Harvey has over 19 years direct E&P experience, as a licensed Texas and Louisiana Operator. He manages the daily operation of Harvest Petroleum, Inc, a Texas based independent oil and gas producer. Harvest Petroleum has been focused on drilling, completions, and field development for the past several years in the Permian Basin (West Texas) and Williston Basin (Bakken oil shale - Montana).
David L Mau
David L. Mau is a Director at Belmont Acquisitions and manages Belmont Global Research, which publishes equities research on publicly traded companies in the domestic US equities markets. David has over 9 years in the equities research business and draws upon his extensive work experience in the technology, software, consumer products, and other industries. His background includes finance, business development, product marketing and sales positions in various industries for over 30 years. With this diverse background in hand, David is well equipped to understand how public companies can grow their businesses and avoid the obstacles that might impede their progress. Finding workable investment ideas is a passion for David as he strives to bring value to his client audience.
David began his career with a BS in Electrical Engineering from University of California, Davis.
Daniel M. Simsiman
Real Estate Finance Division
San Francisco, California
Mr. Simsiman brings many years of experience in Real Estate financing and other Real Estate projects, and assisting Real Estate investors in completing their acquisitions. While his experience is not limited to just Real Estate, the relationships that he has built as a public speaker and accomplished author are invaluable to the Real Estate investor or developer looking to find just the right "partner" to help them complete their project(s). In addition, Mr. Simsiman's direct experience with such Fortune 500 companies as Target, Federated Department Stores (Macy's), and the May Company means that he is able to assist the entrepreneur in ways to obtain orders from large retailers, as well as factoring and asset based lending. Mr. Simsiman's contacts are worldwide in scope to include direct on the ground negotiations and relationships in Hong Kong, Seoul, Singapore, Florence Italy, Guatemala, Nicaragua and the Philippines. Mr. Simsiman is a noted public speaker/trainer with over 200 prominent seminar speakers including; Robert Allen, Kevin Harrington (Shark Tank), Rich Schefren and Daven Michael. Mr. Simsiman has coached over 20,000 people in personal development and is the author of the book; "Get in the Game". He obtained his Bachelor of Science in Business Finance at Arizona State University in 1988.
Managing Director - Private Client Group
San Francisco, California
Virginia (“Gigi”) Simsiman is the director of Belmont’s Private Relationship Group. Ms. Simsiman is an international entrepreneur, investor and philanthropist with relationships that span the globe. As a motivational speaker and personality Ms. Simsiman has individually worked with over 17,000 of the world’s most successful people who work at and/or manage such well known enterprises as Target & Federated department stores, Allianz National Life and American Express and others. Through her successful coaching company “The Final Breakthrough” she has mentored clients by utilizing the Kolbe System®, DISC, and the Color Code as well as built a strong network of successful entrepreneurs and philanthropists. Through these relationships Ms. Simsiman has successfully raised nearly $1 billion dollars in capital for private entrepreneurs in Real Estate, Media, oil & gas, gold, sugar, scrap metal and other commodities, and innovative start up businesses or secondary round financings as well as various “not for profit” philanthropic endeavors. Co-Author of the book ”The Power of Mentorship for the Woman Entrepreneur”. Virginia Simsiman is part of the Alumni Association of California State University Hayward and donates much of her free time to philanthropy.
Mr. Palumbo brings a 22-year track record of success spanning over 30 start-up companies, and is an entrepreneur and visionary in every sense of the word. In addition to consulting, he brings extensive experience in mergers & acquisitions, has designed his own lead management system and has structured over $100 million dollars in projects since his career began. Nick also serves as CEO of Management Consulting Pro, where he is responsible for helping both national and international clients to reduce expenses in the area of telecommunications, energy, and federal tax liabilities. Mr. Palumbo grew Management Consulting Pro to $12 million dollars in annual revenues in the first year in business. Over the past 5 years, Mr. Palumbo consulted with executives at Groubal.com, founded EcommerceNational.com, launched a hosting business to support these clients, Rebranded TollFreeDeals.com to support call centers and mid-size carriers, founded BuyEnergyTaxCredits.com, founded GreenCoreFunding.com, founded ManagementConsultingPro.com, and founded two additional sites designed to help cities reduce their expenses and create long-term revenue streams.
San Franciscoo, California
Suzette Robello is a successful entrepreneur and financier with experience in asset based lending and real estate. Ms. Robello specializes in asset based lending transactions including commercial loans, public company stock loans, equipment financing and leasing, factoring, contract and/or purchase order financing, mortgages and other structured finance transactions. A secondary area of specialty is state and federal loans and grants for 501c3 entities. Since the near collapse of the financial markets and the scarcity of traditional sources of capital for growth companies Ms. Robello has successfully arranged non-traditional financings utilizing third party pledged assets and collateral enhancements coupled with equity for business mergers & acquisitions as well as REO portfolio purchases. Ms. Robello is a partner in American Financial and a member of the board of directors of Altria Community housing, Inc. a 501c3 corporation certified by HUD and has personally acquired and operated successful businesses in such fields as transport and logistics, real estate development, real estate sales, lending and promotions.
Richard J. Groeneweg
Senior Managing Director
Richard Groeneweg’s specialization is in finance management, with 30 years experience in all fields of investment banking, Lending, capital formation, business management & mortgage banking. Private equity placements include the successful completion of a $25 million private placement for an e-learning company and many others. Mr. Groeneweg specializes in finding financial solutions in today’s tough economy. Mr. Groeneweg has extensive experience with all types of securitizations including for loans backed by hard assets like airplanes and busses as well as financial paper such as credit cards, accounts receivable, residential and commercial mortgages. Under Mr. Groeneweg’s direction Residential Resources, Inc. was formed to provide a vehicle for the formation of Asset Backed Securities. From its inception, RRI has issued nearly Three Billion Dollars of Asset Backed Securities, all of which have been AAA rated private placements. Mr. Groeneweg has done extensive work for Delaware’s Department of Insurance developing a program for the securitization of the assets under their supervision. Previously Mr. Groeneweg was the founder and CEO of Mid Valley Mortgage Corporation, which did retail and wholesale Mortgage Banking, with offices in Colorado, Texas and California. He also developed and implemented a secondary marketing program which the Federal Home Loan Bank Board in the Kansas Region, approved. Mr. Groeneweg has served as the President of the Colorado Mortgage Banking Association and many other associations.
R. Travis Groeneweg
Vice President- Business Development
Mr. Groeneweg heads up business development in the western region of the United States for Belmont, utilizing his diverse experiences to assist our clients to find just the perfect solution for the business or financial problems/opportunities their organization is facing. Mr. Groeneweg, who is a licensed insurance executive, was instrumental in establishing our proprietary unsecured business funding program, with its key man and buy-sell components, which allow Belmont to provide direct funding for companies when banks, finance companies, hedge funds, venture funds and factors are unable to approve loans or investments to our clients. As a licensed real estate professional and mortgage broker Mr. Groeneweg has represented buyers and sellers of distressed multi-million dollar portfolios of property and/or mortgage paper, as well as individual pieces of commercial property and development loans. Prior to his engagement with Belmont, Mr. Groeneweg began his investment banking career with a well known investment bank headquartered in California where he specialized in equity and debt placements for small to mid-sized companies, both public and private.
George “Burl” Outlaw
George “Burl” Outlaw has over 30 years of high level marketing & entrepreneurial experience. Since Belmont's focus is to enhance your “top” line as well as your bottom line, Mr. Outlaw is uniquely qualified to do both. At 25, Mr. Outlaw founded his first company, GolfAmericard, which provided golf amenities at over 700 golf courses nationwide. Building on those relationships Mr. Outlaw joined G. Loomis where he spearheaded their gold shaft products business creating a well-known brand with triple-digit growth. He signed over 47 PGA players to use Loomis shafts while on tour and signed agreements with the biggest golf equipment companies; PING, Titlist, Cobra, Taylor Made and Adams Golf to name a few. Within this sports marketing space he has represented Steve Jones (the 1996 U.S. Open Champion), as well as other professional golfers. He then merged his company with International Sports Marketing of Indianapolis, Indiana, which interest he later sold. Next he funded an Indy Racing League (IRL) team for four years and a NASCAR Winston Cup team for two years. In addition to his marketing successes Mr. Outlaw has raised over $100 million dollars for small cap companies, advised on the initial public offering of numerous companies including Cycle Country Accessories (American Stock Exchange symbol: ATC) and has extensive dealings in affinity marketing.
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