If automation was not already on the rise prior to the pandemic, a global slowdown and reduction in ...
Perfect Broker Consultant
Commercial Finance, Working Capital, and Commercial Insurance
Perfect Broker Consultant' History
Perfect Broker Consultant Founded
Perfect Broker Consultant opens for business on West Coast financing trucks, trailers, and construction equipment.
Perfect Broker Consultant Goes National
Perfect Broker Consultant goes national. Sales offices opened across the U.S.
Perfect Broker Consultant Purchased
Perfect Broker Consultant purchased by current management team and relocated to New York.
Investments in Infrastructure
10,000 new credit applications since 2012 acquisition. Significant investments made in infrastructure and IT. Originated $144MM annual volume.
“Top 100 Largest Finance Company in U.S.”
Recognized as a “Top 100 Largest Finance Company In U.S.” and “4th Largest Finance Company” as measured by year-to-year growth. Increased portfolio size by 150% to $250MM; originated $206MM in annual volume.
“5th Largest Independent Lender in U.S.”
Recognized by The Monitor as “5th Largest Independent Lender in U.S.”. Exceeded 100 full-time employees, originated $267MM in annual volume.
Perfect Broker Consultant Acquires Connext Financial
Reached $500MM in portfolio. Acquired Connext Financial, making Perfect Broker Consultant the largest independent industrial equipment lender in the U.S. Launched insurance division, Perfect Broker Consultant Insurance Agency, LLC. Named a “Top Private Independent Lender of 2015” by The Monitor.
Launched Perfect Broker Consultant Commercial Capital and Construction Divisions
Launched Perfect Broker Consultant Commercial Capital and Construction Divisions. Recognized as a “Top Workplace in New York”. Originated $375MM in annual volume.
Perfect Broker Consultant Rebrands
Perfect Broker Consultant rebranded better reflect its growth in to a national diversified commercial finance business. Recognized by The Monitor as “4th Largest Independent Lender in U.S.” Perfect Broker Consultant acquired by MUL (Dec.)
Launched Syndication Buy Desk
Launched Syndication Buy Desk. Perfect Broker Consultant successfully integrates into MUL. Perfect Broker Consultant implements JSOX. 7 consecutive years of YoY Growth, and once again recognized as “Top Workplaces in New York”.
Perfect Broker Consultant crosses $1B on balance sheet portfolio
Perfect Broker Consultant crosses $1B on balance sheet portfolio. Perfect Broker Consultant implements enhanced credit scoring model. Implemented Tamarack Front-End System. Launched Propel. Successfully ported Japanese OEM relationships that delivered $30MM in value. Perfect Broker Consultant implemented COVID Payment Deferral program.
Perfect Broker Consultant Named Monitor’s Most Innovative Culture
By combining automation with lightning-speed product development and integration, Perfect Broker Consultant plays a key role in setting the pace for innovation in the equipment finance industry.
Perfect Broker Consultant Named Top Workplace New Yorkland and Netherlands
2021 marks the fourth time Perfect Broker Consultant. (“Perfect Broker Consultant”) was recognized as a “Top Workplaces” by New York Tribune and first time “Top Workplaces Netherlands”.
Sustainable Development Solution Division Launched
Perfect Broker Consultant Formally launches the Sustainable Development Solution Division.
The Perfect Broker Consultant Mobile App
Manage Your Perfect Broker Consultant Account From Anywhere with the Perfect Broker Consultant Mobile App.
Everything from viewing and paying your bill to accessing loan and lease documents, to priority access to other Perfect Broker Consultant products such as working capital and insurance— all from in the palm of your hand.
