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Top 10 Target Briefings

Haven Capital Partners · April 2026 · Internal

Generated: 2026-04-22 Source: SBA FOIA data + public web research Purpose: One-page briefings for Haven's highest-priority sale-leaseback / build-to-suit targets

1. CG Model Tek LLC — Aerospace Manufacturing, Tullahoma TN

Haven Fit: 9/10 | SBA Exposure: $5,050,000 (101% ceiling) | 4 loans

Owner: Chris Athaide (CEO) & Gautam Sharma (President) LinkedIn: Chris Athaide Website: cgmodeltek.com

Why Now: CG Model Tek is in active expansion mode — Tennessee Governor Lee personally announced their $4.5M investment in Coffee County in March 2025. They're acquiring the assets of Micro Craft (a longtime Tullahoma aerospace company) and creating 32 new jobs. They've already blown past the $5M SBA ceiling with $5.05M in exposure across 4 loans. Their most recent SBA loan was December 2025 — they are borrowing RIGHT NOW and have no more SBA capacity.

The Pitch: "Your SBA capacity is fully used. You just committed $4.5M to Tullahoma with 32 new hires — you need facility space to deliver. Haven builds purpose-built manufacturing facilities and leases them back, freeing your capital for equipment and talent."

Intro Path: - Direct outreach via LinkedIn to Chris Athaide - Tullahoma/Coffee County Economic Development connection (they have a public relationship via the governor's announcement) - Newtek Bank (their SBA lender) may be a warm channel

Background: Formed by former team leaders from Tri Models Inc. Serves aerospace & defense prototyping and small-run production. NAICS codes include Search/Navigation Equipment and Aircraft Engine Parts. Operations in Tullahoma near Arnold AFB — strong defense industry cluster.

2. Pure Clean Express Inc — Car Wash, Columbia/Franklin TN

Haven Fit: 9/10 | SBA Exposure: $10,000,000 (200% ceiling) | 2 loans | KNOWN TARGET

Owner: Brian & Jennifer Carroll LinkedIn: Pure Clean Car Wash Website: purecleancarwash.com

Why Now: The Carrolls are a family-owned car wash operator in a vertical "dominated by PE firms and publicly traded companies" (their words). At $10M SBA exposure across just 2 loans, they are completely maxed out. They built their first location in Columbia, sold it, then built the Franklin (Berry Farms) location. They understand real estate transactions. Any further expansion requires non-SBA capital.

The Pitch: "You've hit the SBA ceiling at $10M. You understand build-and-sell — we offer build-to-suit where you get a new facility without tying up your capital. Stay independent while the PE chains keep consolidating."

Intro Path: - Direct outreach via purecleancarwash.com/contact - Celtic Bank (their SBA lender) — known Haven lender target - Williamson County business community (Berry Farms/Franklin)

Background: Car wash is one of the most capital-intensive small business verticals. Express car washes cost $3-6M to build. The Carrolls' $10M across 2 loans means ~$5M per facility. With Celtic Bank (a major SBA lender) as their banking relationship, they're sophisticated borrowers who understand real estate financing.

3. Family Pet Health PLLC — Veterinary, Murfreesboro TN

Haven Fit: 9/10 | SBA Exposure: $5,577,000 (112% ceiling) | 2 loans | KNOWN TARGET

Owner: Dr. Amy Shirley, DVM ("Chief Empowerment Officer") LinkedIn: Family Pet Health Website: familypethealth.com

Why Now: Dr. Shirley bought Black Fox Veterinary Hospital in 2018, rebranded it to Family Pet Health, then built an entirely new second location in 2022-2023 (groundbreaking September 2022, ribbon cutting July 2023 at 3907 Richard Reeves Dr). She has 6+ veterinarians on staff — this is a growth practice, not a lifestyle practice. At $5.57M SBA, she's past the ceiling. Any third location requires alternative capital. She's also an independent operator in a market where Mars/VCA and NVA are aggressively consolidating.

The Pitch: "You built your second location from the ground up — impressive. Your SBA is fully tapped at $5.5M. Haven finances the real estate for your next location so you keep your capital for equipment and hiring. Stay independent while the corporates keep buying."

Intro Path: - Via familypethealth.com or PetDesk booking system - Firstrust Savings Bank (Philadelphia-based SBA lender) — unusual for a Murfreesboro vet, suggests sophistication - Murfreesboro/Rutherford County veterinary community referral

Background: Rutherford County's first "Fear Free" certified practice. UT Knoxville DVM 2005, MTSU undergrad. The practice serves small and exotic animals. Dr. Shirley's branding ("Chief Empowerment Officer") signals an entrepreneurial mindset. The 2023 new-build proves she can execute ground-up construction projects.

4. Culvers of Knoxville — QSR/Restaurant, Knoxville TN

Haven Fit: 9/10 | SBA Exposure: $4,616,200 (92% ceiling) | 3 loans

Owner: Ron Dresen (with wife Anita) LinkedIn: Ron Dresen Website: culvers.com (franchise)

Why Now: Ron Dresen just opened his newest Culver's location in Powell, TN on March 23, 2026. He now operates 5+ locations across East and Middle TN (Knoxville Cedar Bluff, Alcoa, Murfreesboro x2, Powell). He has publicly stated he plans to bring "even more Culver's to East Tennessee" — he tried to get into the Powell market since 2017 and finally succeeded. At $4.6M SBA with active expansion plans, he'll hit the $5M ceiling on his next build.

The Pitch: "Congratulations on Powell — you've been working toward that for years. Your SBA is at $4.6M and each Culver's pad costs $3-4M to build. Haven finances the real estate so you can keep opening locations without hitting the SBA wall."

Intro Path: - Ron Dresen via LinkedIn (active profile) - Bank Five Nine (his Wisconsin-based SBA lender) — unusual for TN, suggests he may welcome a local capital partner - Bayland Buildings (his construction partner for the Knoxville location)

Background: 14+ years in the Knoxville market. Originally from Wisconsin (like Culver's). Each Culver's is a standalone building with drive-through — textbook build-to-suit. His Wisconsin lender may not offer the best real estate terms in TN. Ron is patient (7 years to get Powell) and strategic — a perfect long-term Haven partner.

5. Building Generations LLC — Childcare (Primrose Schools), Knoxville TN

Haven Fit: 8/10 | SBA Exposure: $4,999,900 (100% ceiling) | 3 loans

Owner: Courtney & Christopher Brinkmann LinkedIn: Courtney Brinkmann Website: primroseschools.com (franchise)

Why Now: The Brinkmanns operate 3 Primrose School locations in the Knoxville area (West Knoxville, Hardin Valley, Farragut). Their most recent SBA loan was November 2024 — actively borrowing. At $4,999,900 they are literally at the ceiling ($100 short of $5M). Primrose Schools is an aggressive growth franchise with 250+ schools nationally, and multi-unit franchisees are their expansion engine.

The Pitch: "You're at exactly $5M SBA. Primrose is growing and Knoxville has the demographics. Haven builds purpose-built childcare facilities (~12,000 SF each) and leases them back. You keep expanding without the SBA constraint."

Intro Path: - Courtney Brinkmann via LinkedIn - Primrose Schools franchise development team - Bank of America / Customers Bank (their SBA lenders)

Background: Courtney has 15 years of leadership experience with Primrose Schools and is a Knoxville native / UT alumna. Primrose requires purpose-built facilities with specific design standards — perfect for Haven's build-to-suit. Knoxville's Hardin Valley and Farragut are high-growth suburbs with strong family demographics.

6. The Eye Vets LLC — Veterinary Ophthalmology, Nashville TN

Haven Fit: 8/10 | SBA Exposure: $8,290,000 (166% ceiling) | 2 loans | KNOWN TARGET

Owner: Dr. Ben Bergstrom, DVM, DACVO LinkedIn: The Eye Vets Website: theeyevets.com

Why Now: Dr. Bergstrom launched The Eye Vets in fall 2023 in Bellevue (Nashville) and has already expanded to Clarksville via a partnership with CVES. He's used $8.29M in SBA in roughly 2 years — one of the fastest SBA consumption rates in the dataset. Live Oak Banking (literally founded as a veterinary lender) is his SBA lender. The practice brought on Dr. Lou Laratta (pioneer of veterinary ophthalmology in TN) as Senior Ophthalmologist, signaling growth ambition.

The Pitch: "You've invested $8.3M through Live Oak to build your practice in under 2 years. You've expanded to Clarksville. Your SBA is fully tapped. Haven finances the real estate for your next location — we specialize in purpose-built veterinary facilities."

Intro Path: - Via theeyevets.com/contact - Live Oak Banking Company — known Haven lender target, they specialize in veterinary - Nashville veterinary community (Dr. Laratta's network)

Background: Board-certified veterinary ophthalmologist. DVM from University of Illinois (2013), residency at Purdue. One of very few veterinary ophthalmologists in TN — high specialization = limited competition. The telecollaboration platform extends reach beyond physical locations. Featured in NashvilleVoyager Magazine.

7. Nourishing Kid Potential LLC — Childcare (Goddard School), Collierville TN

Haven Fit: 8/10 | SBA Exposure: $6,612,600 (132% ceiling) | 2 loans

Owner: Ashleigh & Gary Crosby (with Cathy Mattson as Managing Member) LinkedIn: Ashleigh Crosby Website: goddardschool.com/schools/tn/collierville/collierville

Why Now: $6.6M in SBA across only 2 loans is massive for a childcare franchise operator — it strongly suggests two purpose-built Goddard School locations. They're well past the SBA ceiling. The Goddard School has a FUND score of 930 (top-tier franchise creditworthiness). Collierville is an affluent Memphis suburb with strong childcare demand. If the Crosbys want to open a third location, they have zero SBA capacity.

The Pitch: "Your Goddard School locations are thriving in Collierville. At $6.6M SBA, you're well past the ceiling. Haven builds purpose-built childcare facilities — the Goddard School format works perfectly for our model. Let's talk about your next location."

Intro Path: - Ashleigh Crosby via LinkedIn - Goddard School franchise development team - U.S. Bank (their SBA lender)

Background: The Crosbys became Goddard franchisees after being Goddard parents themselves. Ashleigh attended Trevecca Nazarene University. ~$1.9M annual revenue, ~30 employees. Operating 15+ years. Cathy Mattson's role as Managing Member may indicate an investor/partner.

8. Metropolitan Cardiovascular Institute LLC — Cardiology, Memphis TN

Haven Fit: 8/10 | SBA Exposure: $4,959,600 (99% ceiling) | 2 loans

Owner: Dr. Dwight Dishmon, MD (Interventional Cardiologist) LinkedIn: Not found; Dr. Jayna Kelly: LinkedIn Website: metropolitancardiovascularinstitute.com

Why Now: Dr. Dishmon recently added Dr. Jayna Kelly as a second interventional cardiologist (completed training 2023). Adding a provider = growing patient volume = potential facility expansion. He's at $4.96M SBA — essentially at the ceiling. He left UT/Methodist Le Bonheur in 2021 to start his own independent practice. The first physician in the US to use the Avinger Pantheris device — technology-forward.

The Pitch: "You left academic medicine to build something independent. You've added Dr. Kelly, your patient volume is growing, and your SBA is at $4.96M. Your next facility move — whether expansion or a purpose-built cath lab — requires alternative capital. Haven specializes in medical build-to-suit."

Intro Path: - Phone: (901) 337-1625 - Via website contact form - Pinnacle Bank (his lender) — major Nashville bank with strong healthcare relationships

Background: Board certified Internal Medicine, Interventional Cardiology, Cardiovascular Diseases. Southern University (Baton Rouge) undergrad, UT Health Science Center Memphis MD. Cardiology practices require specialized cath lab buildout — extremely capital intensive. Premium medical tenants with strong revenue and long lease potential.

9. L & S Family Entertainment LLC — Bowling/FEC, Multi-State

Haven Fit: 7/10 | SBA Exposure: $5,000,000 (100% ceiling) | 6 loans

Owner: Larry Schmittou (President/Co-Owner) LinkedIn: Not found; try Mark Henline Website: strikeandspare.com

Why Now: Larry Schmittou built Strike & Spare from 1 bowling center in 1977 to 14 centers across TN, KY, IN, and OH with 500+ employees. The SBA literally features L&S as a success story. They recently opened a new Louisville, KY location in a former Dick's Sporting Goods (~$4M investment) and acquired the former Erlanger SuperBowl. The West Nashville location closed (redevelopment pressure), potentially creating a relocation/build-to-suit opportunity. At 100% SBA ceiling.

The Pitch: "You've built an iconic entertainment brand across 4 states — the SBA literally tells your story on their website. Your West Nashville location closed — Haven can build you a replacement facility. You're at the SBA ceiling, and bowling centers need $3-5M per location."

Intro Path: - Mark Henline via LinkedIn (likely a better initial contact than Schmittou directly) - Community Trust Bank (their SBA lender) - Nashville business community (Schmittou is a public figure — brought baseball back to Nashville)

Background: Larry Schmittou is 84+ years old — succession planning is relevant. He's a former minor-league baseball legend who brought the Nashville Sounds to Tennessee. The bowling/FEC vertical requires large purpose-built spaces. The closure of West Nashville may signal right-sizing or reinvestment. Featured on the Charge Forward Podcast. Risk: age and potential succession transition.

10. Systematic Power Solutions LLC (XS Power Batteries) — Battery Manufacturing, Knoxville TN

Haven Fit: 7/10 | SBA Exposure: $4,671,600 (93% ceiling) | 3 loans

Owner: Scottie Johnson (Founder/CEO) LinkedIn: Scottie Johnson Website: 4xspower.com

Why Now: Scottie Johnson is on an acquisition tear — he's acquired Lithium Pros (advanced batteries), Ampere Audio (car audio power), and at least one more brand. XS Power was accepted into the MESA buying group in 2025 (premier mobile electronics dealer network). He described 2026 growth as "nothing short of remarkable." Battery manufacturing/distribution is real estate intensive (warehouse + manufacturing). At $4.67M SBA across 3 loans, the next acquisition or facility expansion pushes him past the ceiling.

The Pitch: "Your acquisition strategy is working — Lithium Pros, Ampere Audio, MESA membership. Each acquisition needs warehouse and manufacturing space. You're at $4.67M SBA. Haven finances the real estate so you can keep your capital for the next acquisition."

Intro Path: - Scottie Johnson via LinkedIn - 4xspower.com contact - Regions Bank (his SBA lender)

Background: Parent entity is Systematic Holdings LLC. Grew from competitive car stereo roots into a multi-brand power solutions platform. Located at 2847 John Deere Dr, Knoxville, TN. Sister brands: JY Power, Lithium Pros, Ampere Audio. The acquisition-driven model means constant capital needs — sale-leaseback frees up real estate equity to fund the next deal.

Summary: Priority Outreach Order

# Operator Fit Key Advantage Suggested First Move
1 CG Model Tek 9 Active $4.5M expansion, governor announcement LinkedIn to Chris Athaide
2 Pure Clean Express 9 $10M maxed, family-owned car wash, Celtic Bank Via website + Celtic Bank warm intro
3 Family Pet Health 9 2023 new build, independent vet, maxed SBA Via website
4 Culvers of Knoxville 9 Just opened #5, publicly planning more LinkedIn to Ron Dresen
5 Building Generations 8 Primrose 3-unit at ceiling, recent loan LinkedIn to Courtney Brinkmann
6 The Eye Vets 8 $8.3M in 2 years, expanding, Live Oak Via website + Live Oak warm intro
7 Nourishing Kid Potential 8 $6.6M Goddard School, past ceiling LinkedIn to Ashleigh Crosby
8 Metro Cardiovascular 8 Adding providers, cardiology build-to-suit Phone (901) 337-1625
9 L&S Family Entertainment 7 14 centers, SBA success story, W Nashville closed LinkedIn to Mark Henline
10 Systematic Power 7 Acquisition-driven, approaching ceiling LinkedIn to Scottie Johnson

Bonus: Known Targets Not in SBA Data

These operators from Haven's existing target list don't appear in SBA data but deserve continued attention: