Marcus Adler
Managing PrincipalSpent 14 years as an SBA lender at a community bank. Started Keystone after watching too many fundable deals die on packaging.
The people on your file
An SBA bench that's sat on both sides of the table.
Former SBA lenders, packagers, and underwriters. We hire people who know exactly what a credit committee wants to see — because they used to be the ones asking.
Renata Alvarez
Head of SBA PackagingHas packaged hundreds of 7(a) files. Knows the difference between a submission that closes in weeks and one that stalls for months.
Daniel Mercer
Director of UnderwritingFormer credit officer. Reads your file the way the lender will — and fixes the problems before they ever see it.
Sofia Bellini
504 & Commercial Real Estate LeadSpecializes in owner-occupied real estate deals — purchases, ground-up construction, and the long-fixed 504 structure.
Trevor Hughes
Senior SBA Advisor — AcquisitionsFocuses on business acquisitions and partner buyouts. Has walked dozens of owners through their first SBA-backed purchase.
Mia Torres
Client Success LeadYour single point of contact from the eligibility check through funding. Keeps the document checklist moving so nothing stalls.
Put the bench to work on your file.
Start with a quick eligibility check — no credit pull, no obligation — and we'll tell you where you stand.