EFH Testimonial: Chief Financial Officer

“In early 2006, I held stock in a company I’d helped take public in 2004. I no longer worked for the company as either an officer or director and was looking to achieve some liquidity from the stock without selling. I performed some due diligence, including a visit to the office in Indianapolis to meet the EFH team, because the loan was significant for me. To date, I have done four loans with EFH. I’ve had a five-year relationship with the EFH team and I know I have found a stable business partner.”

EFH Testimonial: Entrepreneur

“Before meeting Equities First Holdings, I’d had several unsatisfactory experiences with other securities lending firms. I recommend working with EFH due to the higher loan-to-value EFH offers and the firm’s integrity. From the start, the terms and likely outcomes are clear to everyone involved. Negotiations are centered on making terms amicable for all parties. All of my transactions have had superior results. From the first time I met Al, EFH has been a trustworthy individual that produced results for both me and my clients.”

EFH Testimonial: Real Estate Developer

“When the recession hit in 2008, I had three buyers default on homes that I had just completed. My lender was expecting payoff and I had no way of doing so. Through a friend, I learned about Equities First Holdings. Initially, I was skeptical. However, after conducting my own due diligence, I understood the process and felt comfortable enough to undertake a new loan. The terms and outcomes were clear from the beginning. They provide customized options and a process that will work. I consider Equities First Holdings a key resource in helping me continue to remain in business during this extraordinarily trying time.”

EFH Testimonial: Owner, Independent Brokerage Firm

"In this economy, it is difficult to attain liquidity with so many resources drying up. When my clients need cash right away, they often have limited options: they can either sell stock or take out a loan. In my professional opinion, I consider securities lending the best vehicle to attain liquidity for individuals who are able to pledge the stock for three or so years. Most of my clients use loan proceeds to invest in a business, pay a mortgage, or buy a house.

The average transaction size for my clients is about $500,000 and many of my clients are repeat users. In my experience, EFH has always outshined the competition. They continue to be a trusted resource for me and my clients."