Hybrid · Debt + Equity

Sunwest Bank

$5M-$30M

Profile

Commercial bank with PE-friendly LMM credit; senior debt; treasury management. HQ: Sandy, UT / Irvine, CA

Contacts (1)

Chad Campbell; Xavier Koffman
Investment Team
No direct contact info, research the firm to find the right path in.

Before you reach out

Have a one-page teaser ready. Anonymous if pre-NDA, named if NDA is signed.
Lead with a tight thesis. Three things: your background, the target (anonymized if pre-NDA), and the structure ask. One paragraph.
Match their check-size band. If you do not know it, ask before sending materials.
Do not attach a deck cold. Reference that materials are ready and ask if they want them under NDA.