Alta Insights Newsletter: July 2025
July 7, 2025
Is stagflation becoming a real threat in 2025? Alta co-CEO Valerie L. Gerard breaks down the economic warning signs and what they mean for equipment finance leaders. Learn why today’s mix of inflation, slowing growth, and labor market shifts demands a fresh look at portfolio strategy—and what you can do to prepare.
The Alta Group is deepening its bench of strategic advisors with expertise in vendor finance, consumption-based models and operational transformation—areas increasingly critical to clients navigating a changing equipment finance landscape.
Ellen Comeaux, who most recently served as Senior Vice President and Commercial Division leader with Everbank, and John Sullivan, a former global leader with Cisco Systems Capital, have joined The Alta Group as directors within the Strategy and Competitive Alignment Practice.
Advisor Spotlight: Gary LoMonaco
In any merger, acquisition or securitization effort, a clear-eyed view of your portfolio’s performance and risk profile is critical—especially from the perspective of potential buyers, investors or rating agencies.
Gary LoMonaco leads Alta’s Business Assessment Practice, where he and his team conduct in-depth analyses of the credit, operational, and risk characteristics that determine portfolio strength.
With hands-on experience at bank-owned, captive, and large and small independent finance companies, Gary brings a comprehensive view to his engagements with clients.
This specialized focus is what makes Alta’s business assessment services a trusted resource for lessors, investors, and acquirers across the equipment finance landscape.
“Our team’s experience and deep industry relationships give us access to insights others may miss,” Gary said. “We know the right questions to ask—and how the answers impact value, risk, and strategy in equipment finance.”
Alta’s business assessment team can help clients uncover risks, validate strengths and prepare for critical financial events with services such as:
- Portfolio reviews
- Field audits
- M&A support
- Pre-securitization support
How to Adapt to Current Credit Challenges
Several factors influencing the credit markets are making the role of credit manager in the equipment finance industry significantly more difficult. Alta’s Gary LoMonaco offers advice and important questions to ask to manage portfolio risk amid economic and political uncertainty.
Tariff Turmoil Complicates 2025 M&A Picture
Alta Co‑CEO Jim Jackson outlines how new import tariffs are rattling supply chains, inflating costs, and dampening deal confidence—despite a promising early‑year rebound with rate cuts and portfolio resilience. Jackson explores strategies for navigating tariff‑driven uncertainty and seizing strategic opportunities.
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