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February, 2013 - In This Issue:
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Higher Standards.
Better Relationships.
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Wharton Gladden & Company is the fastest growing private boutique investment bank in the Southeast. Our vision is to define the "Standard of Financial Excellence" by providing our clients with a wide range of financial services to help them meet their needs. We consistently demonstrate that we are the "standard" with our ability to identify, negotiate, and close complex transactions.
The Firm aggressively focuses on serving the small to middle commercial and multifamily real estate market. Our team of capital market experts has an extensive background in business finance and specializes in structured financial solutions for a diversified client base that includes corporations, real estate developers, financial institutions, investors, municipalities, and high-net worth individuals. We are dedicated to providing our clients with the capital they need through several high quality relationships in the capital markets.
Learn More
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Biscuitville CEO Shares Insight About Family Business and More
Special Town Hall with Burney Jennings
In a relaxed Town Hall type format, Algenon Cash, managing director of Wharton Gladden, asked Jennings how the unemployment insurance reform would impact Biscuitville, and Jennings said that the only source to pay back the federal government is from employers.
"Small business is the backbone of every community in America, they create over 70% of the new jobs in our economy, and the pressure of new regulations is creating unprecedented challenges," Cash said.
Cash asked Jennings about the impact of the Affordable Care Act on this small business. Jennings said that he expects it to cost his company approximately $750,000. As far as ACA requirements, Jennings said they made the decision that they will not adjust people's hours to avoid paying the health care costs because they need reliable people, and many of their employees have worked with them for years.
"We have families who've been with us for a long time," Jennings said. "We're very concerned about customer service."
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North Carolina Housing Summit Panelists Share Cautious Optimism
State Leaders Believe Recovery is Fragile
Professionals from across the Piedmont Triad attended Wharton Gladden's Second Annual North Carolina Housing Summit and learned that the housing industry is improving in North Carolina, but the recovery is fragile.
The panel discussion about opportunities and challenges faced by the housing community was held during lunch Thursday at The Piedmont Club and included top housing leaders in the state: Lou Baldwin, the 2012 president of the North Carolina Association of Realtors and owner and president of The Baldwin Companies, who also serves on the Board of Directors of the National Association of Realtors; Gary Hill, president of the North Carolina Homebuilders Association; and Timothy Hose, president of the Apartment Association of North Carolina and president and CEO of SYNCO Properties.
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Wharton Gladden Reveals New Look
New logo and website officially launched
A redeveloped logo, website and overall brand of Wharton Gladden, a private real estate investment banking firm, marks the first of five strategic moves it plans to undertake in order to transition the company to its next phase of growth and expansion as it nears its 10-year anniversary. "Over the years we have experienced many changes and concentrated on developing a quality brand," said Algenon Cash, Managing Director of Wharton Gladden & Company. "The new logo represents our growth and maturity. Because Wharton Gladden has expanded over the years from being just a simple whole-loan trading group into more of a boutique investment bank, we shortened the named to simply Wharton Gladden. The small change and new logo will also help us to better represent our community partners program and what we do in the community through our Power of One Fund." "We redeveloped the website to demonstrate a more clear idea of who we are, what we do, and how we impact the community around us," Cash said, "The new website has a wealth of content to keep our clients and partners more informed. They can stay informed about upcoming events, read blog posts about a variety of topics, and receive exclusive video from the Wharton Gladden Luncheon Series." "We pride ourselves on being a resource to our clients and community," Cash continued. "The new website represents that commitment. We've also enhanced our social media properties to provide a better user experience, which helps us to develop better relationships."
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Algenon Cash to Teach Commercial Real Estate Course at WSSU
Local Investment Banker Shares Time and Talent
Algenon Cash, Managing Director of Wharton Gladden & Company, a private real estate investment banking firm, will teach a Commercial Real Estate Development Course at Winston-Salem State University during the spring semester. Realtors can take the 4-hour Continuing Education Class to meet CE credits, and students and adults who take the class will be introduced to multi-family and commercial real estate development. Cash said he is looking forward to the opportunity to share his passion for commercial real estate, especially with Winston-Salem State University as the venue for the class. "I fundamentally believe education and self-empowerment is the key to creating a level playing field," Cash said. "People make better decisions and pursue greater opportunities when they are informed."
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Contact Us
(336) 478-2305 or info@whartongladden.com
Please forward our newsletter to friends and be sure to stay connected.
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Thank you for the opportunity to earn your business
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