Our Professional Network

AffiliatesMDI Investments works closely with other skilled financial and related industry teams. When hiring MDI, clients also have access to our preferred providers of other professional services. Tapping a variety of resources, MDI puts together a unique team for each client. 

Please contact us for referrals to professionals in:

  • Auditing
  • Capital Markets
  • Investment Banking
  • Strategic Plan Writing
  • Complioance Review
  • Market Research
  • Loan Review
  • Legal
  • Marketing & Communication
  • Investor Relations

Affiliated Broker / Dealer

Tangent Capital Partners, LLC
Bob Rice, Managing Partner

Mr. Rice is managing partner of Tangent Capital Partners, LLC. Tangent Capital, founded in 2004 by Bob Rice and Jim Peet, provides financing solutions to middle market companies. The company develops and executes capital-raising solutions that reflect a company's overall situation, not just short-term needs. Tangent Capital is a registered broker-dealer and member, FDIC and SIPC. For more information, go to: www.tangentcapital.com/team/rice.html.

Cybersecurity, Banking & Capital Market Compliance, Controls and Audit

Deloitte's integrated services and solutions across banking and capital markets, insurance, investment management, and real estate can help firms embrace human-centered capitalism.

For more information about Deloitte and these services, click here: www.deloitte.com

Loan Portfolio Management - Purchase and Disposition

Clark Street Capital
Jon Winick, CEO & Founder

Clark Street Capital is a full-service bank advisory and asset disposition firm specializing in loan sales, loan due diligence and valuation, and specialty asset management. Managed by seasoned professionals with extensive “buy-side” experience, Clark Street Capital offers intrinsic knowledge and expertise on a wide range of assets from bank portfolio loans to securitized assets.

Clark Street Capital offers three primary services:

  • The Bank Asset Network is a proprietary loan sale platform leveraging the largest database of buyers and sellers in the industry
  • Bank Portfolio Management provides due diligence and valuation of loan portfolios
  • Wholesale Lending provides specialty lending products for lenders to offer their clients

Clark Street Capital has expertise in the following assets:

  • Performing, sub-performing, and non-performing commercial real estate loans
  • U.S. Small Business Administration (“SBA”) 504 and 7(a) loans
  • Owner-occupied commercial real estate mortgages
  • Residential whole loans
  • C & I Loans
  • Acquisition and development loans
  • Loan participations
  • CMBS whole loans and securities

Disclaimer: the use of the word “network” on this web site has no legal meaning or intent, and simply refers to the willingness of the companies listed to work with MDI Investments on engagements, when appropriate.