Lisa Forrest has over 28 years of SBA-specific lending experience and is Senior Loan Officer for Live Oak Bank’s M&A lending division. She is widely regarded as one of the industry’s “go-to” resources for M&A acquisition buyer financing for top-tier, lower middle market SBA transactions. Lisa also works with Exit Professionals to help them prepare sellers for their buyer’s financing process. Over the past five years, Lisa has funded more than $150 million in SBA loans for M&A transactions on a nationwide basis.
Prior to joining Live Oak, Lisa led business development efforts for Union Bank, Fortune Bank, established a sales presence for Well Fargo in the Pacific Northwest and Alaska, and served as the COO for The Money Store/First Union. Most recently Lisa served as a Director and Business Development Officer for Banc of California’s National M&A lending division.
Lisa received her undergraduate (BS/Finance with a second concentration in Economics) and MBA degrees from California State University, Sacramento. Lisa is a member of AM&AA, IBBA, and M&A Source, and she is a former board member of Business Transition Advisors and CCIM (Certified Commercial Investment Member).