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About

Dedicated to Empowering Your Growth

Great Oak Funding believes in the power of small business. We help drive growth and success through businesses by making sure they are adequately capitalized and possess strong management skills, all while keeping a focus on maintaining strong ownership with the founders/owners. We work closely with business owners to define their growth strategy and design a plan to achieve those goals.

 

Great Oak Funding is a private lender focused on providing funding to help businesses grow and expand. Great Oak Funding provides capital through mezzanine financing to existing companies with a track record of revenue. We have a history of working with distressed companies to provide guidance and capital to move them back to success.

Recent
Loans

Lending Criteria

LTV

Up to 80%

Lien

Senior & Junior positions

Credit

No minimum FICO

Rate

Starting at 10%

Lender Points

From 1 – 3

Broker Fee

Protected

Lender Legal

$1,500 – $2,500

Recourse

Full

Tax Liens

OK

Bankruptcy

OK

Foreclosure

OK

Cash Out

OK

Our Team

Tony Alexander

GENERAL MANAGER

Tony Alexander is the General Manager of Great Oak Funding. Mr. Alexander is also a partner with Kendo Dulaney, LLP. He has over sixteen years of experience working with business owners addressing their legal and business needs. Mr. Alexander’s practice has focused on working with existing businesses and start-ups as outside general counsel. He has also spent the last several years working with distressed businesses guiding them through the process of working with the business’s creditors to successfully navigate their credit issues. Mr. Alexander has also worked on behalf of equity funds in assisting with investment issues. In addition, Mr. Alexander has worked with companies through the private placement process and numerous mergers and acquisitions. This experience has provided a depth of understanding of the needs and challenges facing business owners as they strive to build successful businesses. Mr. Alexander earned his B.S. from Wright State University in 1988 and his Juris Doctorate from The Ohio State University, College of Law in 2000.

Jason Downey

FUND MANAGER

Jason Downey is the Fund Manager of Great Oak Funding. Mr. Downey is also a Director of Gem City Business Solutions and a former partner with JT Capital Advisers. Mr. Downey has ten years of experience working with business owners addressing their financing needs. Mr. Downey focuses on working with existing businesses, start-ups, and clients in workout situations at various institutions across the country. He has advised in the successful placement of debt and equity of over $250,000,000. Mr. Downey used this expertise to launch an online commercial finance platform called My Capital Coach, which was designed to teach entrepreneurs how to obtain capital for their business. Mr. Downey attended Miami University with a focus on Business and Finance.

Blaise Dietz

DIRECTOR OF MICHIGAN TERRITORY

Blaise Dietz is the Managing Director of the Detroit Office of Great Oak Funding, and a former partner at Charlotte Capital Partners “CCP”, which merged with Corporate Forensics Advisory in 2011.

CCP was a national Investment Banking Group structured to meet the needs of small to middle-market companies and lending institutions with special situations. Such situations may include quick close acquisitions; partner or equity buyouts; workouts and debtor-in-possession bankruptcy loans; off-balance sheet financing; equity cash-outs for appreciated assets or entities; foreclosure avoidance; gap equity; or discounted debt repurchases. Mr. Dietz was also formerly the CO-CEO of CML Direct, where he was responsible for database marketing technologies. The proprietary technologies improved the company’s warehouse line management, investment sourcing capabilities, product development, secondary marketing and activities related to institutional whole loan sales. Mr. Dietz graduated from Western Michigan University in 1995 with a B.S.

Steve Lopez

CLIENT ADVISOR

Steve Lopez began his career in 1996 when he founded JCL Industries, LLC, a Corporate Consulting Firm providing statistical predictive analytics to multinational manufacturers and firms. Mr. Lopez pursued project management opportunities for the Department of Defense Contractors, process, procedures, and protocol development for medical and pharmaceutical firms, and risk assessment/management jobs across the country. Recognizing the rising demand for quality risk assessment and management, Mr. Lopez focused his efforts in insurance.

In 2006, Lopez expanded his business services by founding SL & Associates, LLC, a Private Client Asset Protection, Liability Mitigation, Insurance Advisory Firm. The primary focus is to provide high net worth individuals, business owners and physicians with the highest level of protection services available and the financial instruments to cover unforeseen losses. In 2013, Lopez expanded into the Norwest Ohio territory and now serves the general public with over 1,700 clients in 10 states and brokers over 30 insurance carriers in all lines of insurance.

Board Members

Richard Jones

LENDING ADVISORY BOARD

With over 40 years of experience, Richard Jones roles in leadership and on multiple boards has proved to be valuable. In that time he has been Responsible for Peoples Bancorp growth and branding in Warren and surrounding Counties in southwest Ohio by working directly with Insurance Specialists for all lines of coverage, Commercial Lenders, Wealth Management, Mortgage Originators and Branch Administration.

 

All the while he served as a board member for Workforce Investment Board Butler/Clermont/Warren Counties of Southwest Ohio which helped employers with educational workforce training and provided assistance for job placement to area residents through the Ohio Means Jobs facilities. All the while, he serves his community by working closely with the Area Progress Council and the Warren County Convention and Visitors Bureau as Vice President and Chairman respectively.

Gary Friedman

GOVERNANCE ADVISORY BOARD

Gary brings over 35 years’ experience in operations, sales, and marketing management with a deep and solid understanding of a variety of markets, technologies and industries having worked in senior corporate management positions and a variety of entrepreneurial endeavors.

Gary has spent his professional career working with organizations optimizing business practices to improve operational, sales and marketing initiatives.
As an entrepreneur, Gary has been a founding principal in a successful national healthcare information systems software company and a successful information technology consulting firm which both were later sold to national software companies.

Gary has also been in senior corporate management positions as V.P. of Operations for Triple G Corporation, a laboratory information systems and consulting company and executive positions at Sabre Court Management Systems and Jonas & Erickson Software Technology.

Since 2006 Gary has been the owner of Cost Containment Specialists a strategic sourcing, cost recovery, supply chain services group that assists a wide variety of organizations who need to improve operating efficiencies and expenses.

Michael Hadjinian

GOVERNANCE ADVISORY BOARD

Michael’s participation in the world of finance, investment, and technology has helped him endure in the ever-changing world of business. His expertise has not only helped him and the various companies he led but others in the complex marketplace.

 

Michael has a wealth of experience from his roles as a CEO, President, Management Consultant, and a Venture Capital Fund Manager. Whether it was developing and leading investments or restoring a company’s reputation, Michael has navigated his businesses through rough territory.

 

In his time, he has provided specific proficiency in functional disciplines and the perspective of experienced CEO/COO/CFO/CMO level executives to assist lower middle market companies. His main goal has been to improve results so equity holders can realize the full value that has been built over many years.

Robert Polychron

GOVERNANCE ADVISORY BOARD

Robert’s tenure as board member, a CEO, and President leaves him with valuable knowledge on many different facets of business. In the world of technology, he has led Versatile Mobile Systems and U.S. Robotics to increased sales by tens of millions of dollars. Even as an active investor and board member of Xedia Corporation and OpenCell Corporation, he was able to help guide these two businesses to successful sales growth.

 

Bob participated in guiding the process of the successful completion of IPO’s as a member of a senior management team of four consecutive companies; Data-100, Fortune Systems, Telebit Corporation and US Robotics Corporation. With years of experience, Robert Polychron knows every facet of guiding businesses to profit through the importance of sales.