Personalized Touch 1 Emails: Top 10 Priority Targets
Created: April 22, 2026 Status: Ready for review by Greg (attorneys/lenders) and Jason (CPAs/brokers) Rule: Greg signs attorney and senior lender emails. Jason signs CPA, broker, and individual lender emails.
1. Lane Rhodes — FirstBank (TN), Director of Government Guaranteed Lending
PRIORITY: HIGHEST — TIME-SENSITIVE (just hired April 2026, building partnerships now) Sender: Jason Drewelow Channel: SBA Lender
Subject: Building something together at FirstBank — Haven Capital
Lane,
Jason Drewelow — Construction & Development Partner at Haven Capital Partners, Franklin. Congrats on the FirstBank move — building a government guaranteed lending program from the ground up is a rare opportunity, and the fact that FirstBank tapped a Live Oak veteran to do it tells me they're serious.
I'm reaching out now because you're in the exact window where referral partnerships get cemented, and I think Haven should be one of your first calls.
Here's the scenario we solve: your SBA borrower has 4 dental locations, $10M revenue, and they've maxed 7(a) at $5M. Their next build is a $3M ground-up. Without Haven, the relationship stalls — they either self-fund slowly or go to a competitor bank. With Haven, we acquire the land, fund the build 100%, and the operator signs a net lease. Their banking relationship with FirstBank stays intact. You keep the operating accounts, the lines, and the future SBA deals for their next concept.
Our team: ex-STORE Capital executives, $6B+ in net-lease transactions, 700+ deals closed. We're not competing with SBA — we're the runway past $5M.
You're 26 years deep in commercial banking and you just left the nation's #1 SBA lender to build something. I'd love 20 minutes to walk through how Haven fits into what you're building at FirstBank. Coffee in Nashville or a quick call — whichever works.
Jason Drewelow Haven Capital Partners | havenslb.com
Notes: This is the most time-sensitive contact in the entire 100-person list. Rhodes is actively building his referral network right now. First-mover advantage is real.
2. William Frazier — Live Oak Bank, SVP Veterinary & Medical Financing
Sender: Greg Jeffers (senior-to-senior) Channel: SBA Lender
Subject: The vet and dental operators past $5M — Haven Capital
William,
Greg Jeffers — Managing Partner, Haven Capital Partners. Our team includes Neil Albritton, who spent his career at STORE Capital as SVP and Head of Acquisitions (500+ deals, $6B+ volume), and John Bradley, our Head of Originations. Collectively $6B+ in net-lease closings.
I'm reaching out because in 26 years of veterinary and medical lending at Live Oak, you've seen the pattern a hundred times: the vet group or dental practice that's outgrown SBA. They've got 4–5 locations, the unit economics are proven, and the next build needs capital that doesn't exist in the SBA framework. That's exactly where Haven sits.
We acquire the land and fund the turnkey build — 100%. The operator signs a net lease. No operator equity in the building. Their Live Oak relationship stays intact for operating lines, equipment, and SBA on their next concept.
With your ground-up construction specialty, you're seeing these deals before anyone else. I'd value 20 minutes to walk you through how we've structured these for vet and dental operators, so you have Haven in your toolkit for the next borrower who hits the ceiling.
Best, Greg Jeffers Haven Capital Partners | havenslb.com
3. April Mason — Burr & Forman, Birmingham (Franchise Times Legal Eagle)
Sender: Greg Jeffers Channel: Franchise Attorney
Subject: Restaurant and fitness franchise growth — Haven Capital
April,
Greg Jeffers — Managing Partner at Haven Capital Partners, Franklin TN. Our team built the net-lease practice at STORE Capital before founding Haven — $6B+ in transactions, 700+ deals.
Your franchise practice at Burr & Forman is one of the strongest in the Southeast, and your depth in restaurant and fitness M&A is exactly why I'm reaching out. Six consecutive years on the Franchise Times Legal Eagle list means you're seeing multi-unit operators at the decision point — they're ready to grow, the franchise agreement is signed, and then the real estate capital question stops everything.
Haven removes that blocker. We acquire the land and fund the entire turnkey build. The franchisee signs a net lease. No equity tied up in the building, no construction management burden, no personal guarantee on the real estate. Properties $2M–$200M, nationwide.
As Birmingham's Office Managing Partner at Burr & Forman, you're connected to the restaurant and fitness operators who are exactly in our sweet spot — multi-unit, $10M+ revenue, growing past their first 3 locations. When the financing conversation surfaces in your practice, I want you to know Haven exists.
20 minutes — happy to come to Birmingham or jump on a call.
Greg Jeffers Haven Capital Partners | havenslb.com
4. Isaiah Harf — Northmarq (fka Stan Johnson), Co-Leader National Net Lease Group
Sender: Greg Jeffers (STORE Capital connection) Channel: Tenant Rep Broker / NNN Investment Sales
Subject: STORE Capital alumni building the next platform — Haven Capital
Isaiah,
Greg Jeffers — Managing Partner, Haven Capital Partners. Before Haven, I was MD on the acquisitions side at STORE Capital. Neil Albritton, our partner, was SVP and Head of Acquisitions at STORE — 500+ deals, $6B+ volume.
I've followed your career from Stan Johnson to Northmarq, and your sale-leaseback programs for fast-food retailers are doing exactly what we're building on the turnkey construction side. We fund 100% of land acquisition and ground-up builds for net-lease tenants. Your Midwest CRE Hall of Fame track record in healthcare net lease and QSR sale-leasebacks means we're fishing in the same pond.
Here's what I'd like to explore: a referral partnership where Northmarq brings us operators who need turnkey construction capital, and Haven provides the buy-side. You broker the lease. Your commission structure is preserved — Haven's involvement is additive, not competitive.
With $500M+ in net-leased healthcare alone, you're seeing operators every week who'd benefit from this structure. 20 minutes to compare notes? I think we'll find we have more overlap than not.
Greg Jeffers Haven Capital Partners | havenslb.com
Notes: Greg should check with Neil whether they dealt with Stan Johnson Company (now Northmarq) during STORE Capital days. If yes, this becomes a reunion email, not a cold outreach.
5. Greig Davis — Dental ROI Associates, Nashville
Sender: Jason Drewelow Channel: CPA / Advisor
Subject: Your dental clients' next location — a capital question
Greig,
Jason Drewelow — Construction & Development Partner at Haven Capital Partners, based here in Nashville. You've spent 30 years in the dental space and advised over 1,000 practices on DSO structuring, equity compensation, and growth. That means you see the capital structure question before anyone else in the deal.
Here's the scenario I want to put on your radar: the 3–5 location dental group generating $8M–$15M in revenue, looking to add locations 6 and 7. They've maxed SBA 7(a). The next build needs $2M–$4M in real estate equity they don't want to pull from clinical operations. The expansion stalls.
Haven's structure: we acquire the land and fund the entire turnkey build — 100%. The dentist signs a 15–20 year net lease. Their equity stays in the operating business. Rent replaces what would have been debt service, but with no down payment, no personal guarantee on the building, and no construction management.
For your practice: when a client asks "how do I fund location #5 without draining the balance sheet?" — Haven is the answer you hand them. I'd value 20 minutes to walk you through the math so you have this in your toolkit. Coffee in Nashville — I'm local.
Jason Drewelow Haven Capital Partners | havenslb.com
6. Jennifer Annello — CBRE, Nashville (ex-Planet Fitness, Panda Express)
Sender: Jason Drewelow Channel: Tenant Rep Broker
Subject: Your fitness and QSR tenants' next builds — Haven funds them
Jennifer,
Jason Drewelow — Haven Capital Partners, Nashville. Your background is exactly why I'm reaching out: Director of Real Estate at Planet Fitness expanding across the US and Mexico, corporate RE at Panda Express and Starbucks, now tenant rep at CBRE Nashville. You understand multi-unit expansion from the corporate side.
Here's the deal: when your tenants want to grow but can't fund the real estate, the site selection conversation dies. Haven removes that blocker. We acquire the land and fund the entire turnkey build — 100%. The tenant signs a net lease. Site selection becomes a real conversation again because the capital is committed.
What this means for you: your commission exists because Haven is in the deal. Without the capital, there's no build, no lease, no commission. Haven is additive revenue — for your QSR tenants, your fitness operators, your growing retail concepts that have the unit economics but not the real estate equity.
Properties $2M–$200M, nationwide. Our team has $6B+ in net-lease transactions. I'd love to spend 20 minutes walking through a live scenario — I bet you've got a tenant right now who fits.
Jason Drewelow Haven Capital Partners | havenslb.com
7. Curt Anes — CARR, Nashville (Regional Director, Healthcare Tenant/Buyer Rep)
Sender: Jason Drewelow Channel: Tenant Rep Broker
Subject: Your dental and vet tenants need turnkey space — Haven builds it
Curt,
Jason Drewelow — Haven Capital Partners, Nashville. CARR is the nation's largest healthcare tenant rep firm with 10,000+ transactions, and as Regional Director for Tennessee, you're the first call for every dentist, veterinarian, and physician looking for space in this state.
Here's where Haven fits: your tenant finds the site. They've got the practice, the patients, the cash flow. But the landlord wants a triple net tenant who can fund the build-out, or the tenant needs a ground-up build and doesn't have the $2M–$4M in construction capital.
Haven acquires the land and funds the entire turnkey build — 100%. Your tenant signs a net lease and walks into a finished clinical space. No tenant equity in the building. No construction management. And you earn your standard tenant rep commission on the lease — Haven's involvement creates the transaction that wouldn't otherwise happen.
I know you're seeing dental groups and vet practices across Tennessee right now who need exactly this structure. 20 minutes? I'm in Nashville — happy to meet anywhere.
Jason Drewelow Haven Capital Partners | havenslb.com
8. Daniel Crosby — Pinnacle Financial Partners, Director of SBA Lending
Sender: Greg Jeffers (senior-to-senior, TN's #1 SBA lender) Channel: SBA Lender
Subject: A referral bridge for Pinnacle's SBA borrowers — Haven Capital
Daniel,
Greg Jeffers — Managing Partner, Haven Capital Partners, Franklin. We're a net-lease firm built by former STORE Capital executives — $6B+ in transactions, 700+ deals.
Pinnacle is Tennessee's #1 SBA lender by dollar volume, which means you and your 8 SBA advisors see more multi-unit operators in this state than anyone. And I know the pattern: borrower hits $5M on 7(a), needs capital for the next 3 locations, and the growth conversation stalls.
Haven's structure is designed for exactly that moment. We acquire the land and fund the turnkey build — 100%. The operator signs a net lease. Their Pinnacle banking relationship stays completely intact: operating accounts, lines of credit, equipment loans, future SBA deals for new concepts. We don't compete with Pinnacle — we extend the runway past $5M.
The referral takes you 5 minutes. The borrower keeps growing. The banking relationship deepens.
I'd value 20 minutes to walk you through the structure and talk about how Pinnacle's SBA team can identify the right referrals. Happy to come to your office.
Greg Jeffers Haven Capital Partners | havenslb.com
9. Dena Jalbert — Align Business Advisory Services, Nashville/Winter Park
Sender: Jason Drewelow Channel: CPA / M&A Advisor
Subject: Your $10M–$200M healthcare clients' real estate math
Dena,
Jason Drewelow — Haven Capital Partners, Nashville. Your track record at Align — $3B+ in buy/sell-side M&A, Top 25 Women in Mid-Market M&A, healthcare and industrial services focus — tells me you're sitting across the table from exactly the kind of operators Haven is built for.
Here's the intersection: your clients in the $10M–$200M revenue range are making a capital allocation decision with every new location. Build and own the building (tying up $2M–$5M per location in real estate equity), or find a capital partner who funds the real estate so they can deploy that capital into the operating business.
Haven funds 100% of land acquisition and turnkey construction. The operator signs a net lease. Their equity stays in the business — higher ROE, cleaner balance sheet, simpler exit when the time comes.
For your M&A practice: when you're preparing a client for exit, an asset-light structure (net lease vs. owned real estate) can mean a higher multiple and a faster close. And when you're advising a buyer post-acquisition, Haven's turnkey net lease lets them grow without consuming the acquisition capital on real estate.
I'd value 20 minutes to walk through the capital structure math. I think you'll find Haven is a tool you can hand to clients on both sides of the transaction.
Jason Drewelow Haven Capital Partners | havenslb.com
10. David Plummer — Retail Specialists, Birmingham (Heartland Dental, Fresenius)
Sender: Jason Drewelow Channel: Tenant Rep Broker
Subject: Heartland Dental, Fresenius, AutoZone — Haven funds the next builds
David,
Jason Drewelow — Haven Capital Partners, Nashville. GlobeSt 50 Under 40, CoStar Power Broker, $100M+ in transactions — and you represent Heartland Dental and Fresenius Medical across the Southeast. Those are exactly the tenants Haven is built for.
Here's the pitch in one sentence: when Heartland Dental or Fresenius needs a new ground-up build and the tenant doesn't want to fund the real estate, Haven acquires the land and builds it — turnkey, 100% funded. The tenant signs a net lease. You earn your tenant rep commission. Haven's involvement creates deals that otherwise stall because the tenant capital isn't there.
Your coverage across Birmingham, Huntsville, Nashville, Memphis, Chattanooga, and Atlanta means you're seeing multi-unit expansion opportunities in every Haven target market. Properties $2M–$200M, our team has $6B+ in net-lease transactions.
I'd love 20 minutes to talk through how this works on a specific deal — maybe one of your Heartland Dental locations in the pipeline. Happy to drive to Birmingham or jump on a call.
Jason Drewelow Haven Capital Partners | havenslb.com
Outreach Sequence — Top 10 Calendar
| # | Target | Sender | Send Date | Method | Status |
|---|---|---|---|---|---|
| 1 | Lane Rhodes (FirstBank) | Jason | Mon Apr 28 | READY — most time-sensitive | |
| 2 | William Frazier (Live Oak) | Greg | Mon Apr 28 | READY — check STORE connection first | |
| 3 | April Mason (Burr & Forman) | Greg | Tue Apr 29 | READY | |
| 4 | Isaiah Harf (Northmarq) | Greg | Tue Apr 29 | READY — check STORE/Stan Johnson connection | |
| 5 | Greig Davis (Dental ROI) | Jason | Wed Apr 30 | READY | |
| 6 | Jennifer Annello (CBRE) | Jason | Wed Apr 30 | READY — check CRE615 | |
| 7 | Curt Anes (CARR) | Jason | Thu May 1 | READY | |
| 8 | Daniel Crosby (Pinnacle) | Greg | Thu May 1 | READY — check Pinnacle banking relationship | |
| 9 | Dena Jalbert (Align BA) | Jason | Fri May 2 | READY | |
| 10 | David Plummer (Retail Specialists) | Jason | Fri May 2 | READY |
LinkedIn connections for all 10: Send Day 5 after each email (staggered). Value drops: Day 14 after each email. Shock & awe: Day 28 after each email (only if materials are printed — blocked on design).