Amcore Bank
2365 N. Mayfair Road,
Wauwatosa, WI 53226
www.amcore.com
Customer contact: 1-888-4-Amcore
Parent Corp.: Amcore Financial
Number of Wisconsin Locations: 21
Total assets: $5.3 billion
Number of SBA loans in 2007: 34
Commercial Real Estate Loans
Types available: Construction, mini-permanent and long-term fixed-rate
Types of real estate financed: Owner-occupied industrial, warehouse, office, retail, mixed-use and multifamily
Size of loans handled: Up to $20 million and beyond depending on the circumstances
Working Capital Loans
Size of loans handled: Up to $20 million and beyond depending on the circumstances
Types of loans: SBA loans, equipment loans and lines of credit
Other Loans Available
Size of loans handled: Up to $20 million and beyond depending on the circumstances
Other Strengths
Experienced bankers who know the local market and offer a depth of products that appeal to both consumers and businesses. Amcore provides a full range of consumer and commercial banking services, a variety of mortgage lending products and wealth management services.
AnchorBank
18200 W. Capitol Dr.
Brookfield, WI 53045
www.anchorbank.com
Customer contact: Jack West, (262) 317-7132, jwest@anchorbank.com
Parent Corp.: Anchor BanCorp Wisconsin Inc.
Number of Wisconsin Locations: 76
Total assets: $4.92 billion
Commercial Real Estate Loans
Types available: Construction, refinance, term, fixed or variable rate
Types of real estate financed: Multi-family, retail, office, subdivision, other commercial
Size of loans handled: Generally $500,000 to $5 million or higher
Working Capital Loans
Size of loans handled: Generally $500,000 to $5 million or higher
Types of loans: SBA, WHEDA, Department of Development, FNMA, combinations with conventional
Other Loans Available
Size of loans handled: Varies
Associated Bank
330 E. Kilbourn Ave., Suite 200
Milwaukee, WI 53202
www.associatedbank.com
Customer contact: Michael Miller, 414-283-2377, michael.miller@associatedbank.com
Parent Corp.: Associated Banc-Corp
Number of Wisconsin Locations: 215
Total assets: $20.9 billion
Number of SBA loans in 2007: 428
Commercial Real Estate Loans
Types available: Traditional types including construction and term loans
Types of real estate financed: All major types including office, retail, multifamily, condominium, land development, hotel
Size of loans handled: Various
Working Capital Loans
Size of loans handled: Various
Types of loans: Term, construction, revolving line, letters of credit, non-revolving lines, equipment financing, floor plan lines, SBA, USDA, IDRBs, leasing.
Other Loans Available
Size of loans handled: Various
Bank of Elmwood
2704 Lathrop Ave., Racine, WI 53405
262-554-5321
www.bankofelmwood.com
Bank Mutual
4949 W. Brown Deer Road
Milwaukee, WI 53224
bankmutual.com
Customer contact: Joseph C. Martin, 414-371-8272, joseph.martin@bankmutual.com
Parent Corp.: Bank Mutual Corp.
Number of Wisconsin Locations: 77
Total assets: $3.5 billion
Number of SBA loans in 2007: 12 (estimate)
Commercial Real Estate Loans
Types available: Construction and permanent
Types of real estate financed: Owner occupied real estate, investment real estate, retail/commercial office, industrial, warehouse, multi-family, residential condos, land development to name only a few
Size of loans handled: $100,000- $20 million+
Working Capital Loans
Size of loans handled: $50,000-$20 million+
Types of loans: Equipment, vehicle, letters and lines of credit
Other Loans Available
Size of loans handled: $50,000-$20 million+
Other Strengths
Relationship banking approach, local and responsive decision making, experienced relationship bankers with extremely low turnover.
Bank of Kenosha
5117 Green Bay Road
Kenosha, WI 35144
www.bankofkenosha.com
Customer contact: Tom Carls
Number of Wisconsin Locations: three
Total assets: $240 million
Commercial Real Estate Loans
Types available: All types of commercial real estate loans.
Size of loans handled: $0 to $3 million
Working Capital Loans
Size of loans handled: $0 to $3 million
Other Strengths
Community bank that provides flexible financing based upon local decision making.
Chase Bank
111 E. Wisconsin Ave.
Milwaukee, WI 53202
www.chase.com
Citizens Bank
N56 W16949 Ridgewood Dr.
Menomonee Falls, WI 53051
www.citizensbanking.com
Customer contact: Richard Hensley, 262-703-3739, dick.hensley@citizensbanking.com
Parent Corp.: Citizens Republic Bancorp
Number of Wisconsin Locations: 48
Total assets: $14 billion
Number of SBA loans in 2007: Active SBA lender in 504, 7A & SBA Express programs
Commercial Real Estate Loans
Types available: Commercial and industrial: owner occupied; investment real estate; development loans
Types of real estate financed: acquisition, construction, mini-perm/long-term mortgages
Size of loans handled: $500,000 - $20 million
Working Capital Loans
Size of loans handled: $50,000 - $20 million
Types of loans: Equipment term loans and leases, commercial letters of credit, trade finance/international
Other Loans Available
Size of loans handled: Various
Other Strengths
Entrepreneurial banking agility with large bank ability
Citizens Bank of Mukwonago
301 N. Rochester St., P.O. Box 223
Mukwonago, WI 53149
www.citizenbank.com
Customer contact: Doug Bruins, 262-363-6500, dbruins@citizenbank.com
Parent Corp.: Citizens Bank Holding, Inc.
Number of Wisconsin Locations: 12
Total assets: Total assets as of September 30, 2007: $531 million
Number of SBA loans in 2007: None
Commercial Real Estate Loans
Types available: Term loans, lines of credit and construction loans
Types of real estate financed: Residential and commercial to include: multi- unit apartment buildings, retail buildings, industrial, office and development.
Size of loans handled: $11 million approximate maximum
Working Capital Loans
Size of loans handled: $11 million approximate amximum
Types of loans: Revolving lines of credit, term loans, SBA 504 and 7(a), equipment loans and letters of credit.
Other Loans Available
Size of loans handled: $11 million approximate maximum
Other Strengths
Experienced commercial lenders with the tools needed to provide service excellence to commercial customers such as internet banking, sweeps. Three banking locations open seven days per week and local decision making. Remote deposits will be available in early 2008.
Commerce State Bank
508 Shepherds Drive
West Bend, WI 53090
www.commercestatebank.com
Customer contact: Joe Fazio, 262-247-2800, jfazio@commercestatebank.com
Parent Corp.: Commerce Financial Holdings, Inc.
Number of Wisconsin Locations: one
Total assets: $180 million+
Commercial Real Estate Loans
Types available: Any
Types of real estate financed: Any
Size of loans handled: $100,000 to several million
Working Capital Loans
Size of loans handled: $50,000 to several million
Types of loans: Any type of commercial loans for businesses. Home equity loans and home equity lines of credit.
Other Loans Available
Size of loans handled: $25,000 to severalmillion
Other Strengths
Unbeatable responsiveness to client requests.
Commercial Bank
200 S. Fremont St.
Whitewater, WI 53190
262-473-1111
www.commercialbankww.com
Community Bank & Trust
604 N. Eigth Street
Sheboygan, WI 53082-1409
www.communitybankandtrust.com
Customer contact: Paul Kuplic, 920-459-4444, paulk@communitybankandtrust.com
Parent Corp.: Community Banc Corp.
Number of Wisconsin Locations: 11
Total assets: $550 million
Number of SBA loans in 2007: 74
Commercial Real Estate Loans
Types available: All types are available
Types of real estate financed: Same
Size of loans handled: Up to $10 million
Working Capital Loans
Size of loans handled: Same
Types of loans: All types are available.
Other Loans Available
Size of loans handled: Up to $10 million
Other Strengths
Local decision making, independently owned.
Community Bank Delevan
820 E. Geneva St.
Delavan, WI 53115
262-728-2265
Community State Bank
1500 Main St.
Union Grove, WI 53182
www.communitystatebank.net
Customer contact: Dave Albrecht,
262-878-3763, dalbrecht@communitystatebank.net
Number of Wisconsin Locations: 9
5000 S. 110th St.
Greenfield
www.csbmoney.com
Customer contact: Phil Westfahl, 414 525-7070, pwestfahl@csbmoney.com
Number of Wisconsin Locations: eight
Total assets: $200 million
Commercial Real Estate Loans
Types available: Multi-family, residential, commercial real estate, mixed use.
Types of real estate financed: Same as above
Size of loans handled: Up to $10 million
Other Strengths
One to four family mortgage loans.
Cornerstone Community Bank
2090 Wisconsin Ave.
Grafton, WI 53024
www.bankwithcornerstone.com
Customer contact: Craig A. Bauer, 262-375-9150, cbauer@bankwithcornerstone.com
Parent Corp.: Community Bancshares of Wisconsin, Inc.
Number of Wisconsin Locations: 3
Total assets: $106 million
Number of SBA loans in 2007: 19
Commercial Real Estate Loans
Types available: Conventional and SBA financing.
Types of real estate financed: All types of commercial real estate, including manufacturing, office, warehouse, c-stores, retail, apartments, and development.
Size of loans handled: Up to $4 million
Working Capital Loans
Size of loans handled: Up to $400,000
Other Strengths
Cornerstone is an SBA Preferred Lender.
First Bank Financial Centre
155 W. Wisconsin Ave.
Oconomowoc, WI 53006
www.fbfcwi.com
First Banking Center
400 Milwaukee Ave.
Burlington, WI 53105
www.firstbankingcenter.com
Customer contact: Brant Chappel,
262-248-5804
Parent Corp.: First Banking Center Inc.
Number of Wisconsin Locations: 17
Total assets: $770 million
Number of SBA loans in 2007: None
Commercial Real Estate Loans
Types available: Construction and land
development, multi-family, farmland,
commercial property
Types of real estate financed: All types
Size of loans handled: $13 million
Working Capital Loans
Size of loans handled: $13 million
Types of loans: All government guaranteed products
Other Loans Available
Size of loans handled: Up to $13 million
Other Strengths
One of the largest lenders to small businesses and agribusiness in Wisconsin and northern Illinois, unique lending niches include dairy farms, cheese manufacturers and Amish farm loans.
First Business Bank – Milwaukee
18500 W. Corporate Dr., Brookfield WI 53045
www.fbbmilwaukee.com
First Citizens State Bank
207 W Main St.
Whitewater, WI 53190
www.firstcitizensww.com
Customer contact: Jim Caldwell at 262-473-1400
Parent Corp.: Whitewater Bancorp., Inc.
Number of Wisconsin Locations: 4
First Federal Bank
134 Wisconsin Ave.
Waukesha, WI 53186
www.firstfedwaukesha.com
Customer contact: Terry Sutter - Senior Vice President - 262 548 8872 and Sandra Ethier Roadt, Vice President, 262-548-8873
Number of Wisconsin Locations: 3
Total assets: $90 Million
Commercial Real Estate Loans
Types available: Construction, term, fixed or variable rate.
Types of real estate financed: Commercial, light industrial, development, multi-family, investment, and other.
Size of loans handled: $25,000 to $3 Million.
Working Capital Loans
Types of loans: Working capital, lines of credit, term loans, construction loans, letters of credit.
Other Strengths
Local decision making and small business friendly. Responsive individualized service with personal attention given by experienced lenders.
First National Bank of Hartford
116 W. Summer St
Hartford, WI 53207
www.fnb-hartford.com
First Wisconsin Bank & Trust
1133 Quail Ct.
Pewaukee, WI 53072
www.firstwisconsinbank.com
Foundations Bank
N35 W23877 Highfield Court
Suite 100, P.O. Box 90
Pewaukee, WI. 53072
www.foundationsbank.com
Customer contact: Christopher Brock, 262-691-2975, chris.brock@foundationsbank.com
Parent Corp.: Generations Bancorp Inc.
Number of Wisconsin Locations: One
Total assets: $126 million
Number of SBA loans in 2007: 13
Commercial Real Estate Loans
Types available: Fixed and Variable rate loans as well as adjustable rate balloon notes.
Types of real estate financed: Owner occupied and non-owner occupied commercial real estate including industrial, multi-family, office and retail. We also do loans for new construction and land development including residential and commercial.
Size of loans handled: $50,000 to $5 million
Working Capital Loans
Size of loans handled: $50,000 to $5 million
Types of loans: Fixed rate equipment financing, letters of credit, commercial leasing, as well as government loan programs.
Other Loans Available
Size of loans handled: $50,000 to $5 million
Other Strength
Locally owned, community bank with local decision makers. Special expertise in helping owner managed businesses meet their financial goals. Industry focus is with manufactures and contractors but are open to any other businesses looking for high-touch and high-tech banking
services. New in 2008 is the Center for Business Growth.
Fox River State Bank
201 East Jefferson St.
Burlington, WI 53105
www.foxriverstatebank.com
Customer contact: Robert Wolf, 262-767-8600, rwolf@foxriverstatebank.com
Parent Corp.: Fox River Financial Corp.
Number of Wisconsin Locations: 1
Total assets: $95 million
Number of SBA loans in 2007: 2
Commercial Real Estate Loans
Types available: Acquisition, construction, refinance or development.
Types of real estate financed: Commercial, industrial, office, retail and mixed-use properties. Owner occupied, investment and development loans are actively originated.
Size of loans handled: Up to $5 million
Working Capital Loans
Size of loans handled: Up to $5 million
Types of loans: Equipment financing for production or transportation needs, both long and short term. Business acquisition loans. WHEDA & SBA loans including 7(a) 504 financing.
Other Loans Available
Size of loans handled: Up to $5 million
Other Strengths
Locally owned and managed with responsive loan approval decisions.
Franklin State Bank
7000 S. 76th St.
Franklin, WI 53132
Grafton State Bank
101 Falls Road
Grafton, WI 53024
www.graftonstatebank.com
Great Midwest Bank
15900 W. Bluemound Road Brookfield, WI 53005
www.greatmidwestbank.com
Customer contact: Theresa Hofer, 262-641-1306, theresa.hofer@greatmidwestbank.com
Number of Wisconsin Locations: 12
Commercial Real Estate Loans
Types available: Investment property
Types of real estate financed: Investment property
Size of loans handled: Varies
Other Strengths
Locally owned and managed. In-house decision making. Tenured loan officers
Guaranty Bank
4000 Brown Deer Road
Brown Deer, WI 53209
www.guarantyonline.com
Customer contact: Business Banking Division - 414-365-6925
Parent Corp.: Guaranty Financial Corp.
Number of Wisconsin Locations: 66
Total assets: $2 billion
Number of SBA loans in 2007: 14
Commercial Real Estate Loans
Types available: Owner occupied and investment real estate
Size of loans handled: Up to $1 million
Working Capital Loans
Size of loans handled: Up to $1 million
Types of loans: SBA Loans
Other Loans Available
Size of loans handled: See SBA Guidelines
Other Strengths
In business since 1923. SBA preferred Lender
Heartland Business Bank
4706 S. Taylor Dr.
Sheboygan, WI 53082
www.thehbb.com
InvestorsBank
W239 N1700 Busse Road
Waukesha, WI 53188-1160
www.investorsbank.com
Customer contact: Glenn Michaelsen, 262-523-1000, gmichaelsen@investorsbank.com
Parent Corp.: InvestorsBank Corp.
Number of Wisconsin Locations: 1
Total assets: $310 million
Number of SBA loans in 2007: 3
Commercial Real Estate Loans
Types available: Acquistion, construction and development, permanent, mini-perm.
Types of real estate financed: Owner-occupied, manufacturing, office, warehouse, multi-tenant, multi-family, investment, affordable housing.
Size of loans handled: Up to $10 million
Working Capital Loans
Size of loans handled: Up to $10 million
Types of loans: Lines of credit, term loans, equipment financing.
Other Loans Available
Size of loans handled: Up to $10 million
Other Strengths
InvestorsBank finances all types of commercial real estate including owner-occupied commercial real estate, office buildings, office/warehouse facilities and most other types of investment real estate. Can assist with building development. Relationships with real estate brokers, appraisers, and building contractors. InvestorsBank provides conventional, long term financing to purchase or construct commercial real estate.
Irwin Union Bank
555 N. Plankinton Ave.
Milwaukee, WI 53203
www.irwinunion.com
Johnson Bank
333 East Wisconsin Ave.
Milwaukee, WI 53201
www.johnsonbank.com
Customer contact: Bob Bell, 414-287-6470, bbell@johnsonbank.com
Parent Corp.: Johnson Financial Group
Number of Wisconsin Locations: 42
Total assets: $4.3 billion
Number of SBA loans in 2007: 27
Commercial Real Estate Loans
Types available: All types. Construction lines of credit, term loans, development, letters of credit.
Types of real estate financed: All
Size of loans handled: $1 million - $20 million
Working Capital Loans
Size of loans handled: $1 million - $20 million
Types of loans: All. Business asset, revolving lines of credit including mortgage warehouse lines, term loans, letters of credit.
Other Loans Available
Size of loans handled: $1 million - $20 million
Other Strengths
Privately owned in Wisconsin. Offer other financial services including: trust, insurance, international banking, investment services, equipment leasing, mortgage, cash management and wealth management.
LaSalle Bank
411 E. Wisocnsin Ave., Suite 2300
Milwaukee, WI 53202
www.lasallebank.com
Layton State Bank
4850 South Moorland Road
New Berlin, WI 53151
www.laytonstatebank.com
Customer contact: Larry Bangs, 262-821-6200, LBangs@LaytonStateBank.com
Parent Corp.: Layton Park Financial Group
Number of Wisconsin Locations: Three
Total assets: $110 million
Number of SBA loans in 2007: 27
Commercial Real Estate Loans
Types available: Purchases, refinances, and construction loans.
Types of real estate financed: Owner-occupied and income production properties for all types of commerical real estate including mixed use, industrial, retail, office, warehouse properties, and much more.
Size of loans handled: A variety of loan programs available
Working Capital Loans
Size of loans handled: A variety of loan programs available
Types of loans: SBA, equipment, account receivable, inventory
Other Strengths
Responsive, flexible, individualized banking solutions provided by experienced commercial lenders.
Legacy Bank
2102 W. Fond Du Lac Ave.
Milwaukee, WI. 53206
www.legacybancorp.com
Customer contact: Ramona Moore, 414-343-3010, rmoore@legacybancorp.com
Parent Corp.: Legacy Bankcorp
Number of Wisconsin Locations: 1
Number of SBA loans in 2007: 10
Commercial Real Estate Loans
Types of real estate financed: Various
Size of loans handled: Up to $2.7 million
Working Capital Loans
Size of loans handled: Up to $2.7 million
Types of loans: Business loans, commercial real estate mortgage loans, lines of credit loans, consumer loan, contractor loans, SBA loans
Other Loans Available
Size of loans handled: Up to $2.7 million
Other Strengths
Participate loans with other Lenders. Participate loans with Small Business Administration, WHEDA, and other partners. A community bank, community bank philosophy.
Lincoln State Bank
100 N. Water St. Suite 100
Milwaukee, WI 53202
www.lincolnstatebnk.com
M&I Marshall & Ilsley Bank
770 N. Water St.
Milwaukee WI 53202
mibank.com
Customer contact: Mary Chandler 414-765-7700
Parent Corp.: Marshall & Ilsley Corp.
Number of Wisconsin Locations: 193
Total assets: $60.8 billion
Number of SBA loans in 2007: 165
Commercial Real Estate Loans
Types available: Most types of owner-occupied or income-producing properties
Types of real estate financed: Most
Size of loans handled: All sizes
Working Capital Loans
Size of loans handled: All sizes
Types of loans: Equipment loans, leasing, SBA and other government programs.
Other Loans Available
Size of loans handled: All sizes
Other Strengths
M&I also provides trust and investment management, equipment leasing, mortgage banking, asset-based lending, financial planning, investment and insurance services from offices throughout the country and on the Internet.
Marine Bank
N27 W24025 Paul Ct.
Pewaukee, WI 53072
www.marinebank.com
Customer contact: Paul Melnick, 262-695-6000, paul.melnick@marinebank.com
Parent Corp.: CIB Marine Bancshares, Inc.
Number of Wisconsin Locations: 3
Total assets: $400 million
Number of SBA loans in 2007: 2
Commercial Real Estate Loans
Types available: Term loans, construction and development lines of credit.
Types of real estate financed: Commercial owner occupied, office, investment,
mutli-family, and retail.
Size of loans handled: Up to $10 million
Working Capital Loans
Size of loans handled: Up to $10 million
Types of loans: Single family residential mortgages, HELOC's and home equity loans.
Maritime Savings Bank, Maritime Mortgage Corp.
10427 W. Lincoln Ave.
West Allis, WI 53227
www.MaritimeSavings.com
www.MaritimeMortgage.com
Customer contact: Thomas Maas, 414-328-2760, tmaas@maritimemortgage.com
Parent Corp.: Maritime Savings Bank
Number of Wisconsin Locations: 10
Total assets: $385 million
Commercial Real Estate Loans
Types available: One to five-year balloon notes (fixed or variable) and ARMs
Types of real estate financed: Mixed-use, office building, raw land, manufacturing, multi-family, development loans, retail centers, health care, construction.
Size of loans handled: Up to $6 million
Working Capital Loans
Size of loans handled: Up to $6 million
Types of loans: Equipment loans, lines of credit, asset-based loans
Other Loans Available
Size of loans handled: Up to $6 million
Other Strengths
Full-service bank, 95 years of experience, locally serviced mortgages, quick decisions and turn-around time.
Mitchell Bank
1039 W. Historic Mitchell St.
Milwaukee, WI
www.mitchellbank.com
MWBank
W178 N9358 Tower Place, Menomonee Falls, WI 53051
mwbankonline.com
Customer contact: MWBank, 1-800-980-9277, mwbankonline.com
Parent Corp.: Capital Commerce Bancorp Inc.
Number of Wisconsin Locations: 4
Total assets: $175 million
Number of SBA loans in 2007: 6 to 8
Commercial Real Estate Loans
Types available: Fixed and floating
Types of real estate financed: Commercial buildings, investment properties, multi-family
Size of loans handled: Up to $3 million
Working Capital Loans
Size of loans handled: Up to $3 million
Types of loans: Intermediate term loans, long term loans, lines of credit, automobile loans, residential mortgages and home equity loans.
Other Loans Available
Size of loans handled: Up to $3 million
Other Strengths
Highly expereienced lending team, personal hands on service, locally owned.
National City (formerly MidAmerica Bank FSB)
13400 Bishops Woods, Suite 190
Brookfield, WI, 53005
www.nationalcity.com
Customer contact: 262-787-8913
Parent Corp.: National City Corp.
Number of Wisconsin Locations: 24
Total assets: $154.2 billion
Number of SBA loans in 2007: 2,320
Commercial Real Estate Loans
Types available: Construction, acquisition, bridge, mini-perm, permanent and mezzanine
Types of real estate financed: Multi-family, retail office, industrial, office/warehouse, land/land development, condominium, townhouse and single family development
Size of loans handled: All sizes
Working Capital Loans
Size of loans handled: All sizes
Types of loans: Equipment loans, leasing, SBA and other government programs
Other Loans Available
Size of loans handled: All sizes
Other Strengths
Treasury management, personal wealth management, women business advocates, internet banking, international, leasing, institutional asset management, capital markets.
North Milwaukee State Bank
5630 W. Fond du Lac Ave.
Milwaukee, WI, 53216
www.nmsbank.com
Customer contact: Errol Barnett, 414-371-7900, ebarnett@nmsbank.com
Parent Corp.: North Milwaukee State Bankshare Corp.
Number of Wisconsin Locations: 2
Total assets: $80.5 million
Number of SBA loans in 2007: 1
Commercial Real Estate Loans
Types available: Owner occupied, investment properties
Types of real estate financed: Variety of
commercial/industrial properties
Size of loans handled: Varies
Working Capital Loans
Size of loans handled: Varies
Types of loans: Variety of secured transactions including asset-based, permanent working capital and project financing
Other Loans Available
Size of loans handled: Varies
Other Strengths
Community based banking specializing in small to medium-sized businesses and non-profit organizations. Certified as a Community Development Financial
Institution (CDFI).
North Shore Bank
15700 W. Bluemound Road
Brookfield, WI 53005
www.northshorebank.com
Customer contact: David J. Potter, 262-797-3801, dpotter@northshorebank.com
Number of Wisconsin Locations: 42
Total assets: $1.8 billion
Commercial Real Estate Loans
Types available: Owner occupied and investment properties.
Types of real estate financed: Residential apartments, real estate development, offices, industrial and commercial buildings.
Size of loans handled: $100,000 to $15 million
Working Capital Loans
Size of loans handled: $100,000 to $5 million
Types of loans: Term loans, equipment loans, SBA loans, auto and truck financing and leasing
Other Loans Available
Size of loans handled: $25,000 to $5 million
Other Strengths
Hands on personal service provided by relationship managers from multiple locations.
Northern Trust
526 E. Wisconsin Ave.
Milwaukee, WI 53202
wwww.northerntrust.com
Customer contact: Lori Craig, 414-905-7773, lc115@ntrs.com
Parent Corp.: Northern Trust Corp.
Number of Wisconsin Locations: 1
Total assets: $761 billion assets undermanagement
Commercial Real Estate Loans
Types available: Fixed and variable rate, short and long-term financing
Types of real estate financed: Personal, investment, commercial
Size of loans handled: $500,000 minimum with no specific upside limit
Working capital loans
Size of loans handled: $500,000 minimum with no specific upside limit
Types of loans: Working capital and general corporate loans, secured and cash flow lending, industrial development bonds, equipment financing and leasing, acquisition financing, ESOP loans, treasury
management products, foreign exchange services, interest rate protection, custom loans and lines of credit, specialized l
ending for aircraft and yachts.
Other Loans Available
Size of loans handled: $500,000 minimum with no specific upside limit.
Oostburg State Bank
905 Center Ave.
Oostburg, WI 53070
www.oostburgbank.com
Customer contact: Eric Glewen
Parent Corp.: Oostburg Bancorp Inc.
Number of Wisconsin Locations: one
Total assets: $133 million
Ozaukee Bank
N69 W5269 Columbia Road
Cedarburg, WI 53012
www.ozaukeebank.com
Customer contact: William Werner, 262.375.7681, werner@ozaukeebank.com
Number of Wisconsin Locations: Six
Total assets: $725 million
Number of SBA loans in 2007: five
Commercial Real Estate Loans
Types available: Purchase, bridge, construction, permanent, investment and owner occupied
Types of real estate financed: Industrial, warehouse, commercial, multi-family, development
Size of loans handled: $10 million
Working Capital Loans
Size of loans handled: $10 million
Types of loans: Operating, inventory, seasonal
Other Loans Available
Size of loans handled: $10 million
Other Strengths
Local decision making, experienced bankers.
330 East Kilbourn Ave.
Milwaukee WI 53202
www.parkbankonline.com
Customer contact: Phil Hickman (414.616.4420 philh@parkbankonline.com);
Kim Schaffer (414.270.3226
kims@parkbankonline.com);
Dave Werner (262.827.5131
davew@parkbankonline.com)
Parent Corp.: Bankmanagers Corp.
Number of Wisconsin Locations: 4
Total assets: $830 million
Number of SBA loans in 2007: 15
Commercial Real Estate Loans
Types available: Construction, development, term
Types of real estate financed: Office,
industrial, retail, multi-family, hotel/motel, hospital, education
Size of loans handled: Up to $14 million
Working Capital Loans
Size of loans handled: Up to $14 million
Types of loans: Commercial leasing, business acquisition, SBA, other government loan programs, letters of credit,
Other Loans Available
Size of loans handled: Up to $14 million
Other Strengths
Experienced senior-level lenders with local decision making authority; consistently quick turnaround times; extensive treasury management services for operational efficiencies and cost reductions; Customer-focused culture that prioritizes integrity and loyalty; focused on the commercial niche, with the credit capacity to handle large business needs up to $14 million.
Peoples Bank
837 N. Wisconsin St.
Elkhorn, Wi 53121
www.peoplesbankwi.com
Customer contact: James Weiss, 262-723-4200, jweiss@peoplesbankwi.com
Parent Corp.: Peoples Bancshares Inc.
Number of Wisconsin Locations: Three
Total assets: $178 million
Number of SBA loans in 2007: Eight
Commercial Real Estate Loans
Types available: All Types
Types of real estate financed: All Types
Size of loans handled: No limitations
Working Capital Loans
Size of loans handled: No limitations
Types of loans: Full service lender offering all commercial and consumer loans
Other Loans Available
Size of loans handled: No limitations
Port Washington State Bank
206 N. Franklin St.
Port Washington, WI 53074
www.pwsb.com
PyraMax Bank, FSB
7001 W. Edgerton Ave.
Greenfield, WI 53220
www.pyramaxbank.com
Customer contact: David D. Rosenwald, 414-858-2927, drosenwald@pyramaxbank.com
Number of Wisconsin Locations: 7
Total assets: $493 million
Number of SBA loans in 2007: 4
Commercial Real Estate Loans
Types available: Balloon term loans
Types of real estate financed: Mixed use, multi-purpose office buildings, etc.
Size of loans handled: Varies, can work with customers on an individual basis
Working Capital Loans
Size of loans handled: Varies, can work with customers on an individual basis
Types of loans: Term, development, multi-unit construction, lines of credit
Other Loans Available
Size of loans handled: Varies, can work with customers on an individual basis
Ridgestone Bank
13925 W. North Ave.
Brookfield, WI 53005
www.ridgestone.com
Customer contact: Lou Banach, Market
President, 262-789-1011, lbanach@ridgestone.com
Parent Corp.: Ridgestone Bank
Number of Wisconsin Locations: One
Total assets: $295 million
Number of SBA loans in 2007: 68 (16 in Wisconsin)
Commercial Real Estate Loans
Types available: Development, construction, interim and permanent for owner occupied and investment real estate
Types of real estate financed: Multi-family, condo, retail, office, manufacturing/industrial, medical, hospital, CBRF, C-Stores and churches and other non-profit.
Size of loans handled: $250,000 to $5 million
Working Capital Loans
Size of loans handled: $250,000 to $5 million
Types of loans: USDA, SBA Cap Lines, 7a and 504 Start Ups, business acqusition, HELOC and personal mortgages
Other Loans Available
Size of loans handled: $250,000 to $5 million
Other Strengths
Complete treasury management tools that rival a big bank with the attention and personalization of a small bank.
Southport Bank
7027 Green Bay Road
Kenosha, WI 53142
www.southportbank.com
Customer contact: Kyle Vitkus, 262-577-2413, kvitkus@southportbank.com
Parent Corp.: Southport Financial Corp.
Number of Wisconsin Locations: 5
Total assets: $475.8 million
Number of SBA loans in 2007: 6
Commercial Real Estate Loans
Types available: Three and 5 year balloons, up to 30 year amortizations (on rental real estate), lines of credit, interest Only Loans, SBA 504 loans, SBA 7a guaranteed loans.
Types of real estate financed: Investment real estate, commercial/industrial real estate, multi unit apartment buildings, single family homes, 2-4 family homes, warehouses, strip centers, manufacturing facilities, special use real estate, mobile home parks, hotels/motels, gas stations, grocery stores.
Size of loans handled: Up to $7.5 million
Working Capital Loans
Size of loans handled: Up to $7.5 million
Types of loans: Equipment loans, lines of credit, interest only notes, vehicle loans, leases
Other Loans Available
Size of loans handled: up to $7.5 million
State Bank of Newburg
300 Congress Dr./Hwy 33
Newburg, WI 53060
262-675-2306
Sunset Bank & Savings
521 W. Sunset Dr.
Waukesha, WI 53189
www.SunsetBankAndSavings.com
Customer contact: Harry L. Johnson, 262-970-9000, harryjohnson@sunsetbank.net
Parent Corp.: Waukesha Bankshares, Inc.
Number of Wisconsin Locations: 3
Total assets: $150 million
Commercial Real Estate Loans
Types available: Owner occupied
Types of real estate financed: Commercial
Size of loans handled: $2 million
Working Capital Loans
Size of loans handled: $2 million
Types of loans: Accounts receivable financing
Other Loans Available
Size of loans handled: $2 million
TCF Bank
500 W. Brown Deer Road
Milwaukee, WI 53217
www.tcfexpress.com
Customer contact: 414-351-8677
Parent Corp.: TCF Financial Corporation
Number of Wisconsin Locations: 31
Total assets: $14.7 billion
Commercial Real Estate Loans Types available: Office buildings, retail,
apartment complexes and industrial
Types of real estate financed: Office buildings, retail, apartment complexes and industrial.
Size of loans handled: $500,000 to $50 million
Working Capital Loans Size of loans handled: $500,000 to $50 million
Types of loans: Equipment, mergers and acquisitions, leveraged recapitalizations, and industrial revenue bonds
Other Loans Available Size of loans handled: $500,000 to $50 million
Other Strengths Local decision making and local service
The Equitable Bank
2290 N. Mayfair Road
equitablebank.net
Customer contact: John Matter, 414-777-4127
Parent Corp.: N/A
Number of Wisconsin Locations: 12
Total assets: $600 million
Commercial Real Estate Loans Types available: Ballons, ARMS, construction, spec, rehab, lot/land financing, land development, PUDS and lines of credit
Types of real estate financed: Single and multi-family homes, mixed-use, condo development, lot and land development, PUDS, and commercial properties including, but not limited to retail, office and industrial.
Size of loans handled: $10 million legal lending limit but participation up to $20 million.
Working Capital Loans Size of loans handled: Up to $5 million
Types of loans: Residential mortgages and home equity loans.
Other Loans Available Size of loans handled: $2.5 million
The Private Bank
743 N. Water St.
Milwaukee, WI 53202
414-291-7100
www.pvtb.com
Town Bank
850 W. North Shore Dr.
Hartland, WI 53029
www.townbank.us
Customer contact: Jay C. Mack, (262) 369-8800, jmack@townbank.us
Parent Corp.: Wintrust Financial
Number of Wisconsin Locations: 5
Total assets: $565 millon
Number of SBA loans in 2007: 25
Commercial Real Estate Loans Types available: Construction, mini-perm, bridge, IRB, letters of credit, permanent
Types of real estate financed: Industrial, commercial, office, retail, multi-family, site acquisition and development
Size of loans handled: Up to $50 million
Working Capital Loans Size of loans handled: Up to $50 million
Types of loans: Private investment, equipment and fixed asset, business acquisition
Other Loans Available Size of loans handled: Up to $50 million
Other Strengths Treasury management services, wealth management and trust services, private banking.
Tri City National Bank
6400 S. 27th St.
Milwaukee, WI 53154-1097
www.tcnb.com
Customer contact: Bob Orth, 414-761-1610, r.orth@tcnb.com
Parent Corp.: Tri City Bankshares Coporation
Number of Wisconsin Locations: 38
Total assets: $737 million
Commercial Real Estate Loans Types available: Construction and term loans, including balloon notes
Types of real estate financed: Commercial and investment property, owner-occupied, commercial and residential developments, lots
Size of loans handled: < $16 million
Working Capital Loans Size of loans handled: < $16 million
Types of loans: Lines of credit and term loans for expansion, acquisitions, equipment, plus letters of credit and agency support through SBA, WHEDA, MEDC and WEDC.
Other Loans Available Size of loans handled: less than $16 million
Other Strengths Convenience of 19 locations open seven days per week from 10 a.m. to 8 p.m., plus 16 other full-serivce locations with regular banking hours. All decisions made locally and quickly. Same banker delivers both business and personal services to the customer - not departmentalized. Cash management services, debit card and merchant processing for centralized relationship.
U.S. Bank
777 E. Wisconsin Ave.
Milwaukee, WI 53202
www.usbank.com
Customer contact: Dominic Karaba, (414) 765-6061
Parent Corp.: U.S. Bancorp
Number of Wisconsin Locations: 115
Total assets: $228 billion
Number of SBA loans in 2007: 5,353 in U.S. — 265 in WI
Commercial Real Estate Loans Types available: Conventional, commercial, owner-occupied and investment property loans with amortization up to 30 years. Up to 5, 10 and 15-year fixed rate available. Also, SBA 504 and 7A loans available.
Types of real estate financed: Commercial, construction, industrial, mixed use, single use, retail, multi-family and office.
Size of loans handled: Small business - $100,000 - $5 million/Commercial- Corporate Banking in excess of $5 million
Working Capital Loans Size of loans handled: $10,000 - $1 million for small business. Commercial-Corporate in excess of $1 million
Types of loans: equipment leasing and equipment financing, medical expansion and purchase, startup; SBA Express and Patriot Express Loans; business credit card; acqusition, equipment, working capital financing.
Other Loans Available Size of loans handled: $10,000 - $1 million for Small Business. Commercial/corporate in excess of $1 million.
Other Strengths Complete Small Business Solution Provider, including services such as: internet banking, merchant card services, remote check deposit, investment services, payroll service provider, treasury management, workplace banking, electronic tax oaymnets. ACH send and receive, wire service, trade letters of credit, import/export payment services, 401(k) (provide and manage),sSweep accounts.
Walworth State Bank
Kenosha Street and Highway 67
Walworth, WI 53184
www.walworthbank.com/
Number of Wisconsin Locations: 3
Waldo State Bank
119 N. Depot St. Box 8
Waldo, WI 53093-0008
www.waldostatebank.com
Customer contact: Tom Reil - president, phone 920-528-8385, fax 920-528-8242, email treil@waldostatebank.com
Number of Wisconsin Locations: 1
Total assets: $33 million
Commercial Real Estate Loans Types available: Fixed and variable
Types of real estate financed: Commercial, residential, investment properties
Size of loans handled: Up to $600,000
Working Capital Loans Size of loans handled: Up to $600,000
Types of loans: Financing available for equipment, inventory, fixed assets and working capital. Lines of Credit are also available.
Other Loans Available Size of loans handled: Up to $600,000
Other Strengths Local community bank. You get to deal directly with the president to get a quick loan decision.
Waukesha State Bank
100 Bank St., P.O. Box 100
Waukesha, WI 53187-0648
www.WaukeshaBank.com
Customer contact: Ty Taylor, 262-549-8500, ttaylor@waukeshabank.com
Number of Wisconsin Locations: 21
Total assets: $700 million
Number of SBA loans in 2007: 24
Commercial Real Estate Loans
Types available: New construction, purchases, refinances
Types of real estate financed: Commercial/industrial, retail, office buildings, multi-family residential
Size of loans handled: Up to $15 million
Working Capital Loans
Size of loans handled: Up to $5 million
Types of loans: SBA loans (SBA preferred lender), other business financing, PECFA.
Other Loans Available
Size of loans handled: Varies.
Other Strengths
Locally owned and managed so decisions can be made quickly to meet the needs of customers. In addition to business loan services, also provide business checking and savings, letters of credit, cash management services, online banking, remote deposit, Positive Pay, merchant card services, payroll services, investment management and trust services, and employee retirement plans.
Wauwatosa Savings Bank
11200 W. Plank Ct.
Wauwatosa, WI 53226
www.wsbonline.com
Customer contact: Andrew Boario, 414-918-0728, andrewboario@wsbonline.com
Parent Corp.: Wauwatosa Holdings Inc.
Number of Wisconsin Locations: 8
Total assets: $1.6 billion
Commercial Real Estate Loans
Types available: All types
Types of real estate financed: All types
Size of loans handled: $250,000 to $25 million
Working Capital Loans
Size of loans handled: Call for information
Types of loans: Call for information
Other Loans Available
Size of loans handled: Call for information
Other Strengths
Small enough to be responsive, big enough to handle business needs.
Wells Fargo
100 E. Wisconsin Ave.
Milwaukee, WI 53202
www.wellsfargo.com
Customer contact: Ron Gibb 414-224-3761 or Phil Neary 414-224-7196
Parent Corp.: Wells Fargo
Number of Wisconsin Locations: 57
Total assets: $549 billion
Number of SBA loans in 2007: 111 in
Wisconsin; 4,306 Nationally
Commercial Real Estate Loans
Types available: All types
Types of real estate financed: Most types of real estate
Size of loans handled: $100,000 and up
Working Capital Loans
Size of loans handled: $25,000 and up
Types of loans: Wells Fargo has the ability to finance a customer in all phases of growth. Examples include: factoring, asset based lending, SBA, sub debt, equipment finance, and commercial lending.
Other Loans Available
Size of loans handled: $100,000 and up
West Bend Savings Bank
201 S. 5th Ave.
West Bend, Wisconsin 53095
www.wbsavings.com
Customer contact: Mark Holsapple, 262-334-5563 or 800-679-8287 ext. 1027, mark.holsapple@wbsavings.com
Number of Wisconsin Locations: 18
Total assets: Over $ 441 Million
Commercial Real Estate Loans Types available: Fixed or floating interest rate options with amortizations up to 25 years for commercial property and up to 30 years for residential.
Types of real estate financed: Commercial and residential, both investment and owner occupied real estate, including development project financing.
Size of loans handled: Up to $5 million
Working Capital Loans Size of loans handled: Up to $5 million
Types of loans: Revolving and non-revolving lines of credit, term loans with amortizations up to 84 months and enhanced lending programs through Small Business Adinistration (SBA), WHEDA and others.
Other Loans Available Size of loans handled: Up to $5 million
Other Strengths Local company, staffed with seasoned professionals, who can offer streamlined approval process for quick response times, with decisions made locally.
Wisconsin State Bank
201 Allen St.
Random Lake, WI 53075
920-994-4362
