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Priority Call Sheet (Top 10)

Haven Capital Partners · April 2026 · Internal

Generated: 2026-04-22 One page per target. Print and go.


1. CG Model Tek LLC

Decision-Maker: Chris Athaide (CEO) Phone: Via cgmodeltek.com LinkedIn: linkedin.com/in/chris-athaide-78a92b17

Opening Line:

"Congrats on the Tullahoma expansion — saw the Governor's announcement. You've used your full SBA capacity. We finance purpose-built manufacturing facilities."

Don't Say: Don't mention Micro Craft closure — frame as acquisition, not rescue.


2. Pure Clean Express

Decision-Maker: Brian & Jennifer Carroll Phone: Via purecleancarwash.com LinkedIn: N/A (company page only)

Opening Line:

"You've built an incredible independent car wash brand. At $10M SBA, you're past the ceiling — we help family-owned operators like you keep growing without PE."

Don't Say: Don't compare to PE car wash chains — they're proud of being independent.


3. Family Pet Health

Decision-Maker: Dr. Amy Shirley Phone: Via familypethealth.com LinkedIn: N/A (company page)

Opening Line:

"Your new Richard Reeves location looks great. With $5.5M in SBA used, you've built something special. We finance the real estate for your next location."

Don't Say: Don't mention corporate vet consolidation — she's fighting to stay independent.


4. Culvers of Knoxville

Decision-Maker: Ron Dresen Phone: (865) 249-8766 LinkedIn: linkedin.com/in/ron-dresen-79281b14

Opening Line:

"Congrats on Powell — you've been working toward that for years. Each new Culver's pad costs $3-4M. At $4.6M SBA, Haven finances the real estate for your next build."

Don't Say: Don't lead with SBA ceiling — lead with congratulating the Powell opening.


5. Building Generations (Primrose)

Decision-Maker: Courtney Brinkmann Phone: Via Primrose school pages LinkedIn: linkedin.com/in/courtney-brinkmann-b1a15720b

Opening Line:

"Three Primrose Schools in Knoxville is impressive. At $5M SBA, any 4th location needs alternative financing. We build purpose-built childcare facilities."

Don't Say: Don't assume she wants to expand — ask first.


6. The Eye Vets

Decision-Maker: Dr. Ben Bergstrom Phone: Via theeyevets.com LinkedIn: N/A (company page)

Opening Line:

"Building a specialty vet ophthalmology practice from scratch with $8.3M invested in 2 years is remarkable. As you expand beyond Nashville, we finance the facilities."

Don't Say: Don't call it a 'startup' — he's board-certified DACVO with a serious practice.


7. Nourishing Kid Potential (Goddard)

Decision-Maker: Ashleigh Crosby Phone: Via Goddard Collierville page LinkedIn: linkedin.com/in/ashleigh-e-crosby-054ab397

Opening Line:

"Running Goddard Schools in Collierville for 15 years — you know the market. At $6.6M SBA, a third location needs new financing. We specialize in childcare build-to-suit."

Don't Say: Don't assume Cathy Mattson is the decision-maker — Ashleigh is the on-site owner.


8. Metro Cardiovascular Institute

Decision-Maker: Dr. Dwight Dishmon Phone: (901) 337-1625 LinkedIn: N/A

Opening Line:

"Going independent from Methodist Le Bonheur took courage. You've added Dr. Kelly and you're at $4.96M SBA. When you need a purpose-built cath lab, we finance that."

Don't Say: Don't mention the hospital system he left — focus on his independence.


9. L&S Family Entertainment

Decision-Maker: Larry Schmittou / Mark Henline Phone: Via strikeandspare.com LinkedIn: Try Mark Henline

Opening Line:

"14 centers across 4 states — the SBA literally tells your story. With the West Nashville location closing, is there a relocation or new build in the plans?"

Don't Say: Don't reference Schmittou's age. Talk to Mark Henline first.


10. XS Power / Systematic Power

Decision-Maker: Scottie Johnson Phone: Via 4xspower.com LinkedIn: linkedin.com/in/scottie-johnson-579a62203

Opening Line:

"Lithium Pros, Ampere Audio, MESA membership — you're building a power solutions empire. At $4.67M SBA, your next acquisition may need real estate capital. We free that up."

Don't Say: Don't call it 'car audio' — it's a multi-brand power solutions platform now.