Search fund Resources

Email Heather | 714.404.3648

Heather Endresen

Co-Director – Search Fund Lending

Email Lisa | 425.999.2042

Lisa Forrest

Co-Director – Search Fund Lending

Email Sarah | 910.550.2303

Sarah Andrews, CPA

Senior Loan Analyst – Search Fund Lending

Email Robert | 336.601.8973

Robert Broadway

VP - Sponsor Finance

Robert Broadway joined Live Oak Bank in 2021 as an underwriter for the sponsor finance team. Prior to joining Live Oak, Robert completed the Leadership Development Program through Branch Banking and Trust, focusing on financial analysis, banking, organizational leadership, credit, underwriting and team building. After completion of the program, he began a career with BB&T involving underwriting, credit analysis, spreading financials, analyzing financial statements, risk management and mitigation. In his role, he worked with the bank's sales and credit sides to find ways to get deals done while maintaining good credit quality. Following his career at BB&T, Robert worked as a credit officer and in construction equipment sales at Volvo Financial Services. Robert graduated from the University of North Carolina at Greensboro in 2009 with a Bachelor of Science in Economics. Robert enjoys traveling, spending time with his 2-year-old boy/girl twins, and golfing.

Email Anthony | 925.413.9697

Anthony Fielder

AVP - Sponsor Finance

Anthony Fiedler is a senior loan analyst for the sponsor finance team. Anthony is a graduate of the University of California, Berkeley and completed a graduate program with the University of California, Los Angeles in corporate finance. Prior to joining Live Oak, Anthony cofounded an investment firm for friends and family. Anthony grew up passionate about working with small business owners ever since he worked at a financial services firm out of college. Anthony moved to credit analysis focused on the small business customer segment while with a personal lending startup and realized he wanted to see more businesses. He started valuations of startups as an independent contractor for VC firms in the Bay Area before becoming a consultant for SMBs and nonprofits in data and financial system automation, including buy-side diligence for searchers over the last three years. Anthony enjoys keeping up with tech and data trends, reading, golfing, cooking, trying new foods and hiking with his business-owning wife and dog.

Email Ozi | 910.444.0575 ext. 1344

Ozi Farooquee

VP - Sponsor Finance

Ozi Farooquee is a senior loan analyst for the Live Oak Sponsor Finance team. Ozi has over 15 years of commercial banking and credit risk experience and is a specialist in analyzing complex tax returns. Ozi has an MBA in Finance and Accounting from the University of Liverpool, UK and a BBA in Finance from California State University, Fullerton. Ozi is bilingual in English and Urdu and stays busy as a dad to his two boys and two girls. He enjoys watching his eldest son play football at his high school.