Priority outreach targets across all 4 COI channels. Call this week.
Week of April 28, 2026
Internal — Do Not Distribute
10
Priority Targets
7
Warm Paths
4
Channels
1
Time-Sensitive
1
Lane Rhodes TIME-SENSITIVE
FirstBank (TN) — Director, Government Guaranteed Lending
Just hired April 2026 to build FirstBank's entire SBA program. Former Live Oak VP. Building referral partnerships RIGHT NOW. First-mover advantage — Haven should be one of his first calls.
SBA Lender
Owner: Jason + John
Call Monday 8 AM
2
William Frazier STORE PATH
Live Oak Bank — SVP, Veterinary & Medical Financing
26 years vet/medical lending. THE senior vet/medical lender in the country. Every vet group that outgrows SBA passes through his desk. One relationship = sustained referral pipeline.
Franchise Times Legal Eagle 6 consecutive years. Restaurant and fitness franchise M&A. Most decorated franchise attorney in Alabama. Her practice generates operators in Haven's buy box.
Attorney
Owner: Greg
Email Tuesday (Greg signs)
4
Isaiah Harf STORE PATH
Northmarq — Co-Leader, National Net Lease Group
Midwest CRE Hall of Fame. $500M+ in net-leased healthcare. Runs sale-leaseback programs for fast-food retailers. If Haven wants to be a known buyer in NNN healthcare/QSR, Harf is a key relationship.
Broker
Owner: Greg
Email Tuesday (Greg signs)
5
Greig Davis
Dental ROI Associates — Nashville
30 years dental CPA. 1,000+ dental practice relationships. Former CFO for PE-backed dental roll-up. Even 5% in Haven's growth stage = 50 potential referrals. Speaks the CPA language: ROE, OpCo/PropCo, exit multiples.
CPA / Advisor
Owner: Jason + John
Email Wednesday
6
Jennifer Annello CRE615
CBRE — Nashville, Retail Tenant Rep
Former Director of Real Estate at Planet Fitness (US + Mexico/Central America). Prior corporate RE for Panda Express, Starbucks. Now placing those exact tenants as a broker. Haven funds the builds she's trying to place.
Broker
Owner: Jason
Email Wednesday
7
Curt Anes
CARR — Nashville, Regional Director
Nation's largest healthcare tenant/buyer rep firm. 10,000+ transactions. Every dentist, vet, and physician looking for space in Tennessee goes through CARR. One relationship = systematic deal flow.
Broker
Owner: Jason
Email Thursday
8
Daniel Crosby VERIFY PINNACLE
Pinnacle Financial Partners — Director of SBA Lending
#1 SBA lender in TN by dollar volume ($34M+ FY2025). Controls referral pipeline for ALL Pinnacle SBA borrowers. One relationship = institutional-level deal flow. Check if Haven/BlueSky banks at Pinnacle.
SBA Lender
Owner: John + Greg
Email Thursday (Greg signs)
9
Dena Jalbert
Align Business Advisory — Nashville / Winter Park
$3B+ in healthcare M&A. Top 25 Women in Mid-Market M&A. Serves $10M-$200M healthcare and industrial services companies. Her M&A clients need new locations post-acquisition. That's Haven.
CPA / Advisor
Owner: Jason + John
Email Friday
10
David Plummer STORE PATH
Retail Specialists — SVP, Southeast
GlobeSt 50 Under 40. Represents Heartland Dental, Dave & Busters, Krispy Kreme, Fresenius Medical, AutoZone across every Haven target market in the SE. $100M+ in transactions.