Massachusetts District Office
Resource Book
2010
1
Table of Contents
Massachusetts District Office Staff…………………………………………………..…….……...3
SCORE Massachusetts District Chapter Offices........................................................................... 4
Massachusetts Small Business Development Center Network………….………………...……. 6
Massachusetts Women’s Business Center Program……………………….………………….... 12
Top Massachusetts Lenders………………………………………………….……..…………… 13
Out of State Lenders…………………………………………………….………...……….…….. 16
Microloan Program Intermediary Lenders……………………………….………………………18
Certified Development Companies……………………………………………………………… 20
Community Express Loan Technical Assistance Providers.…………………………..……….. 22
Small Business Investment Company Program (SBIC)….…………………………….............. 24
U.S. Export Assistance Center (USEAC)……………….…………………………...………….. 25
The Surety Bond Guarantee Program………………….……………………………...………… 26
Federal Procurement Opportunities:
Local SBA Procurement Center Representatives……..………………………………...………. 27
Procurement and Technical Assistance Centers (PTAC)…………..………………………….. 28
2
Massachusetts District Office
Springfield Branch Office
Territory: All of Massachusetts
Number of Counties served: 14
Independent Cities served: 42
Independent Towns served: 309
Key Office Contacts
Regional Administrator: Jeanne A. Hulit
Regional Office Address: 10 Causeway Street, Suite 265
Boston, MA 02222
Regional Office Telephone: 617-565-8415
Regional Office Fax: 617-565-8420
Regional Administrator email: Jeanne.hulit@sba.gov
District Director: Robert H. Nelson
District Office Address: 10 Causeway Street, Suite 265
Boston, MA 02222
District Director Telephone: 617-565-5561
District Director email Address: robert.nelson@sba.gov
Deputy District Director Jean Sawyer
Telephone 617-565-8514
Email Address: gjsawyer@sba.gov
Springfield Branch Manager P. Edgardo Tarrats
Branch Office Address STCC Technology Park,
One Federal Street, Building 101-R
Springfield, MA 01105
Branch Manager’s Telephone: 413-785
Branch Manager’s email P.Edgardo.tarrats@sba.gov
Lead Lender Relations Specialist Anne Hunt
Telephone: 617-565-5577
Email Address: anne.hunt@sba.gov
Lead Business Development Specialist David Polatin
Telephone: 617-565-5562
Email Address: david.polatin@sba.gov
District Office Public Information Officer: Elizabeth Moisuk
PIO Telephone: 617-565-5569
PIO email address: elizabeth.moisuk@sba.gov
3
SCORE Massachusetts
Chapter Offices
SCORE Chapter 20
Massachusetts SBA Office
10 Causeway St., Rm. 265
Boston, MA 02222-1093
617-565-5591
Boston-SCORE-20@verizon.net
www.scoreboston.org
Northeast Massachusetts SCORE Chapter 411
Danversbank
181 Elliott St.
100 Cummings Center
Beverly, MA 01915
978-922-9441
info@scorenemass.org
www.scorenemass.org
Cape Cod SCORE Chapter 225
270 Communications Way, Ste. 5-B
Hyannis, MA 02601
508-775-4884 • 508-790-2540 Fax
capecodscore@verizon.net
www.scorecapecod.com
Southeastern Massachusetts SCORE Chapter 422
Metro South Chamber of Commerce
60 School St.
Brockton, MA 02301
508-587-2673 • 508-587-1340 Fax
score@metrosouthchamber.com
www.scoresema.org
Western Massachusetts SCORE Chapter 228
Scibelli Enterprise Center
One Federal St.
Springfield, MA 01105
413-785-0314 . 413-755-6101 Fax
score@stcc.edu
www.scorewesternmass.org
Worcester Regional SCORE Chapter 173
446 Main St.
Worcester, MA 01608
508-753-2929 • 508-754-8560 Fax
info@scoreworcester.org
www.scoreworcester.org
4
MASSACHUSETTS SMALL BUSINESS DEVELOPMENT
CENTER NETWORK
State Office
Georgianna Parkin, State Director
University of Massachusetts Amherst
227 Isenberg School of Management
121 Presidents Dr.
Amherst, MA 01003
413-545-6301
gep@msbdc.umass.edu
http://www.msbdc.org/
Berkshire Regional Office
Keith Girouard, Regional Director
75 North St., Ste. 360
Pittsfield, MA 01201
413-499-0933
kgirouard@msbdc.umass.edu
http://www.msbdc.org/berkshire/
Boston Regional Office & Minority Business Center
Mark Allio, Regional Director
University of Massachusetts Boston
College of Management, M-5-403
100 Morrissey Blvd.
Boston, MA 02125
617-287-7750
Mark.allio@umb.edu
http://www.sbdc.umb.edu/
Central Regional Office
Laurence Marsh, Regional Director
Clark University
125 Woodland Street, Carriage House, First Floor Right
Worcester, MA 01610
508-793-7615
lmarsh@clarku.edu
http://www.clarku.edu/offices/sbdc/
Northeast Regional Office
Margaret Somer, Regional Director
Salem State College
Enterprise Center
121 Loring Ave., Ste. 310
Salem, MA 01970
978-542-6343
msomer@salemstate.edu
http://sbdc.salemstate.edu/
5
Southeast Regional Office
Melinda Ailes, Regional Director
200 Pocasset St.
Fall River, MA 02721
508-673-9783
mlailes@msbdc.umass.edu
http://www.msbdc.org/semass/
Western Regional Office
Dianne Fuller Doherty, Regional Director
Scibelli Enterprise Center
One Federal St., Bldg. 101R
Springfield, MA 01105
413-737-6712
ddoherty@msbdc.umass.edu
http://www.msbdc.org/wmass/
Massachusetts Export Center
Paula Murphy, Director
State Transportation Bldg.
10 Park Plaza, Ste. 4510
Boston, MA 02116
617-973-8664
Paula.murphy@state.ma.us
http://www.mass.gov/export/
Procurement Technical Assistance Center
Peter Cokotis, Program Manager
Scibelli Enterprise Center
1 Federal St., Bldg. 101R
Springfield, MA 01105
413-737-6712
pcokotis@som.umass.edu
http://www.msbdc.org/ptac/
6
WOMEN’S BUSINESS CENTER PROGRAM
Center for Women & Enterprise
24 School St., Ste. 700
Boston, MA 02108
617-536-0700 • 617-536-7373 Fax
info@cweonline.org
www.cweonline.org
Central Massachusetts
Center for Women & Enterprise
50 Elm St., 2nd Fl.
Worcester, MA 01609
508-363-2300 • 508-363-2323 Fax
info-worcester@cweonline.org
.
7
79 North Main Street BRISTOL COUNTY SAVINGS
TOP Fall River, MA 02720 BANK
(774) 888-6133 502 State Road
MASSACHUSETTS Dartmouth, MA 02747
Lenders BANKGLOUCESTER (S)
160 Main Street
(508) 993-3472
Gloucester, MA 01930 BROOKLINE BANK (S)
P - Indicates The Lender Is (978) 283-8200 201 Salem Street
A Preferred Lender. Medford, MA 02155
BARRE SAVINGS BANK (781) 393-2807
S - Indicates The Lender Is P.O. Box 940
An SbaExpress Lender. Barre, MA 01005-0940 CAMBRIDGE SAVINGS BANK
(978) 355-4105 1374 Massachusetts Avenue
Cambridge, MA 02138
X - Indicates The Lender Is BAY STATE SAVINGS BANK (617) 234-7206
A CommunityExpress (SV)
Lender. 28 Franklin Street CAMBRIDGE TRUST
Worcester, MA 01608 COMPANY (S)
V - Indicates the Lender is (508) 890-9043 1336 Massachusetts Avenue
a Patriot Express Lender. Cambridge, MA 02138
BERKSHIRE FEDERAL CU (617) 441-1451
700 North Street
ATHOL SAVINGS BANK (SV) Pittsfield, MA 01201 CAPE ANN SAVINGS BANK
196 Timpany Blvd (413) 447-7772 (S)
Gardner, MA 01440 109 Main Street
(978) 632-7903 BEVERLY COOPERATIVE Gloucester, MA 01930
BANK (S) (978) 283-0246
AVIDIA BANK (SV) 254 Cabot Street
42 Main Street Beverly, MA 01915 CAPE COD COOPERATIVE
Hudson, MA 01749 (978) 921-0857 BANK
(978) 567-3501 695 Attucks Lane
BEVERLY NATIONAL BANK Hyannis, MA 02601
BANK OF AMERICA (PSXV) 240 Cabot Street (508) 568-1217
10 Mall Road Beverly, MA 01915
Burlington, MA 01803 (978) 922-2100 CAPE COD FIVE CENTS
(800) 263-2055 SAVINGS BANK
BOSTON PRIVATE BANK & P.O. Box 10
BANK OF CANTON (S) TRUST CO. (SV) Orleans, MA 02653
557 Washington Street Ten Post Office Square (508) 240-0555
Canton, MA 02021 Boston, MA 02109
(781) 830-6220 (617) 912-4252 CATHAY BANK (PSV)
621 Washington Street
BANK OF CAPE COD (SV) BRIDGEWATER CREDIT Boston, MA 02111
232 Main Street UNION (SV) (617) 338-4700
Hyannis, MA 02601 75 Main Street
(508) 568-2303 Bridgewater, MA 02324 CENTRAL CO-OPERATIVE
(508) 279-2443 BANK (S)
BANK OF FALL RIVER (SV) 399 Highland Avenue
P.O. Box 591 BRIDGEWATER SAVINGS Somerville, MA 02144
Fall River, MA 02722 (SV) (617) 629-4325
(508) 678-7655 756 Orchard Street
Raynham, MA 02767-1028 CENTURY BANK (PSV)
BANKFIVE (SV) (508) 884-3370 400 Mystic Avenue
Medford, MA 02155
8
(781) 393-4143 (508) 833-5111 EAST BOSTON SAVINGS
BANK (SV)
CHARLES RIVER BANK (SV) COMMUNITY SOUTH SMALL 67 Prospect Street
70 Main Street BUSINESS LENDING Peabody, MA 01960
Medway, MA 02053 8 Faneuil Hall (978) 977-2265
(508) 533-8661 3rd Floor
Boston, MA 02109 EAST CAMBRIDGE SAVINGS
CHICOPEE SAVINGS BANK (617) 973-6433 BANK (SV)
(PS) 344 Cambridge Street
70 Center Street COUNTRY BANK FOR Cambridge, MA 02141
Chicopee, MA 01013 SAVINGS (617) 551-2419
(413) 598-3157 75 Main Street EAST WEST BANK (PSV)
Ware, MA 01082-2003 68 Harrison Avenue
CIT SMALL BUSINESS (413) 967-6221 Boston, MA 02111
LENDING (PV) (617) 695-0642
125 Church Street CRESCENT CREDIT UNION
Unit 90-344 (SV) EASTERN BANK (PSV)
Pembroke, MA 02359 P.O. Box 4290 One Eastern Place
(781) 294-2244 Brockton, MA 02303 EP4-20
(508) 580-6511 Lynn, MA 01901
CITIBANK (PS) (781) 598-7378
800 Boylston Street DANVERSBANK (PSV)
24th Floor One Conant Street EASTHAMPTON SAVINGS
Boston, MA 02199 Danvers, MA 01923 BANK (S)
(617) 247-6330 (978) 646-0318 P.O. Box 351
36 Main Street
CITIZENS-UNION SAVINGS DEAN BANK (SV) Easthampton, MA 01027
BANK (SV) P.O. Box 307 (413) 527-4111
P.O. 1311 Franklin, MA 02038
Fall River, MA 02722-1311 (508) 528-0088 EDGARTOWN NATIONAL
(508) 675-7641 BANK (SV)
DEDHAM INSTITUTION FOR P.O. Box 96
CLINTON SAVINGS BANK SAVINGS (SV) Edgartown, MA 02539
(SV) 55 Elm Street (508) 627-1100
200 Church Street Dedham, MA 02026
Clinton, MA 01510 (781) 329-6700 ENTERPRISE BANK & TRUST
(978) 365-3475 CO. (SV)
DIGITAL FEDERAL CREDIT 237 Littleton Road
COLONIAL COOPERATIVE UNION (SV) Westford, MA 01886
6 City Hall Avenue P.O. Box 9130 (978) 656-5551
Gardner, MA 01440 Marlborough, MA 01752-9130
(978) 632-0171 (508) 804-9044 EQUITABLE COOPERATIVE
BANK (S)
COMMERCE BANK & TRUST DUKES COUNTY SAVINGS 400 Broadway
CO. (SV) BANK (S) Lynn, Ma 01904
P.O. Box 15020 P.O. Box 1069 (781) 599-5600
386 Main Street Edgartown, MA 02539
Worcester, MA 01615-0020 (508) 627-1346 EVERETT CO-OPERATIVE
(508) 797-6984 BANK (S)
EAGLE BANK 419 Broadway
COMMUNITY BANK (THE) 466 Broadway Everett, MA 02149
(PSV) Everett, MA 02149 (617) 387-1110
337 Cotuit Road (617) 394-3631
Sandwich, MA 02563
9
FAMILY FIRST BANK (S) (413) 587-1724 Hanscom AFB, MA 01731
40 Main Street (781) 698-2202
Box 849 FRAMINGHAM CO-
Ware, MA 01082-0849 OPERATIVE BANK (SV) HARBORONE CREDIT UNION
(413) 967-6271 160 Cochituate Road (PSV)
Framingham, MA 01701 P.O. Box 720
FIDELITY BANK (PSV) (508) 532-8347 Brockton, MA 02303-0720
9 Leominster Connector (508) 895-1292
Leominster, MA 01453 FREEDOM CREDIT UNION
(978) 870-1436 P.O. Box 3009 HAVERHILL COOPERATIVE
Springfield, MA 01001 BANK (S)
(413) 739-6691 P.O. Box 1656
Haverhill, MA 01830
FIRST CITIZENS’ FEDERAL GEORGETOWN SAVINGS (978) 556-4245
CREDIT UNION BANK (SV)
P.O. Box 270 2 Eastman Street HOLBROOK COOP
Fairhaven, MA 02719 Georgetown, MA 01833 95 North Franklin
(508) 979-4757 (978) 352-8600 Holbrook, MA 02343
781-767-1888
FIRST COMMONS BANK GFA FEDERAL CREDIT
718 Beacon Street UNION (SV) HOLYOKE CREDIT UNION
Newton Centre, MA 02459 P.O. Box 468 490 Westfield Road
(617) 243-4444 Gardner, MA 01440 Holyoke, MA 01040
(978) 632-2542 (413) 532-7007
FIRST NATIONAL BANK OF
IPSWICH GREENFIELD COOPERATIVE HOMETOWN BANK (S)
31 Market Street BANK (PSV) 31 Sutton Avenue
Ipswich, MA 01938 P.O. Box 1345 Oxford, MA 01540
(978) 356-8117 Greenfield, MA 01302 (508) 987-1200
(413) 772-5000
FIRST PIONEER FARM HOOSAC BANK (SV)
CREDIT GREENFIELD SAVINGS P.O. Box 997
P.O. Box 720 BANK (PS) North Adams, MA 01247
Middleboro, MA 02346-0720 P.O. Box 1537 (413) 663-2189
(508) 946-4455 Greenfield, MA 01032
(413) 774-5000 INSTITUTION FOR SAVINGS
FIRST TRADE UNION BANK (SV)
(PSV) GREYLOCK FEDERAL 312 Haverhill Road
One Harbor Street CREDIT UNION (PSV) Rowley, MA 01969
Suite 201 150 West Street (978) 225-1387
Boston, MA 02210 Pittsfield, MA 01201-9114
(617) 728-7320 (413) 236-4000 JEANNE D’ARC CREDIT
UNION
FLAGSHIP BANK (PEOPLE’S HAMPDEN SAVINGS BANK 658 Merrimack Street
UNITED BANK) (PSXV) (S) Lowell, MA 01854
P.O. Box 487 P.O. Box 2048 (978) 323-4710
Worcester, MA 01613 19 Harrison Avenue
(508) 890-5119 Springfield, MA 01102-2048 LEADER BANK (SV)
(413) 452-5144 180 Massachusetts Avenue
FLORENCE SAVINGS BANK Arlington, MA 02474
(PSV) HANSCOM FEDERAL CREDIT (781) 646-3900
85 Main Street UNION
Florence, MA 01062 1610 Eglin Street LEE BANK (SV)
75 Park Street
10
Lee, MA 01238-0627 MECHANICS CO-OPERATIVE MILLBURY SAVINGS BANK
(413) 243-9227 BANK (S) (S)
P.O. Box 552 109 Elm Street
LEGACY BANKS (PSV) Taunton, MA 02780 Millbury, MA 01527
99 North Street (508) 823-7744 (508) 581-6226
Pittsfield, MA 01202
(413) 445-3593 MEDICAL AREA FEDERAL MILLENNIUM BCPBANK (SV)
CREDIT UNION (SV) 440 Stafford Road
LENOX NATIONAL BANK 365 Boylston Street Fall River, MA 02721-2552
7 Main Street Brookline, MA 02445 (508) 324-1891
Lenox, MA 01240 (617) 278-5615
(413) 637-0017 MONSON SAVINGS BANK
MERCANTILE BANK & (SV)
LOWELL FIVE CENT TRUST (PSV) 197 Main Street
SAVINGS BANK 61 Brookline Avenue Monson, MA 01057
34 John Street Boston, MA 02215 (413) 267-1205
Lowell, MA 01852 (617) 867-8823
(978) 452-1300 MT. WASHINGTON BANK
MERRIMACK VALLEY (SV)
MANSFIELD BANK (S) FEDERAL CREDIT UNION 430 West Broadway
P.O. Box 660 (SV) South Boston, MA 02127
Mansfield, MA 02048-0660 500 Merrimack Street (857) 524-1059
(508) 851-3659 Lawrence, MA 01843
(978) 975-4095 NATIONAL GRAND BANK OF
MARBLEHEAD BANK METRO CREDIT UNION (SV) MARBLEHEAD (SV)
21 Atlantic Avenue 200 Revere Beach Parkway 91 Pleasant Street
Marblehead, MA 01945 Chelsea, MA 02150 Marblehead, MA 01945
(781) 631-5500 (617) 889-7655 (781) 631-6000
MARLBOROUGH SAVINGS MIDDLESEX SAVINGS BANK NEEDHAM BANK
BANK (SV) (PSXV) 1063 Great Plain Avenue
178 Main Street 6 Main Street Needham, MA 02492
Marlborough, MA 01752 Natick, MA 01760 (781) 474-5438
(508) 460-4154 (508) 315-5415
NEWBURYPORT FIVE CENTS
MARTHA’S VINEYARD MILFORD NATIONAL BANK SAVINGS BANK
SAVINGS BANK (S) AND TRUST COMPANY (SV) 63 State Street
P.O. Box 1069 P.O. Box 228 Newburyport, MA 01950
Edgartown, MA 02539 Milford, MA 01757 (978) 462-3136
(508) 627-4266 (508) 244-5137
NMTW COMMUNITY CREDIT
MASS. BUSINESS MILLBURY FEDERAL CREDIT UNION
DEVELOPMENT (P) UNION (S) 40 Market Street
500 Edgewater Drive 50 Main Street Lowell, MA 01852
Suite 555 Millbury, MA 01527 (978) 275-2701
Wakefield, MA 01880 (508) 865-7604
(781) 928-1100 NORTH BROOKFIELD
MILLBURY NATIONAL BANK SAVINGS BANK (SV)
MAYFLOWER CO- 18 Main Street 181 Main Street
OPERATIVE BANK (S) Millbury, MA 01527 North Brookfield, MA 01535
30 South Main Street (508) 865-9521 (508) 867-1301
Middleboro, MA 02346
(508) 947-4343
11
NORTH MIDDLESEX (617) 254-0707
SAVINGS BANK RTN FEDERAL CREDIT
P.O. Box 469 PITTSFIELD COOPERATIVE UNION (S)
Ayer, MA 01432 BANK (SV) 600 Main Street
(978) 772-3306 P.O. Box 1076 Waltham, MA 02452
Pittsfield, MA 01202 (781) 736-9860
NORTH SHORE BANK (S) (413) 447-7304
248 Andover Street S-BANK (S)
Peabody, MA 01960 PROVIDENT BANK (THE) 195 Washington Street
(978) 538-7052 (SV) Weymouth, MA 02188
5 Market Street (781) 682-4404
NORTHERN BANK & TRUST P.O. Box 37
COMPANY Amesbury, MA 01913 SALEM FIVE CENTS
215 Lexington Street (978) 834-8564 SAVINGS BANK (PSV)
Woburn, MA 01801 210 Essex Street
(781) 937-5400 RANDOLPH SAVINGS BANK Salem, MA 01970
10 Cabot Place (978) 720-5260
NORTHMARK BANK (SV) Stoughton, MA 02072
P.O. Box 825 (781) 573-1338 SAUGUS BANK
89 Turnpike Street 481 Lincoln Avenue
North Andover, MA 01845 READING CO-OPERATIVE Saugus, MA 01906
(978) 686-9100 BANK (S) (781) 426-2160
180 Haven Street
NORWOOD BANK Reading, MA 01867 SAUGUS FEDERAL CREDIT
11 Central Street (781) 942-5000 UNION
Norwood, MA 02062 448 Lincoln Avenue
(781) 762-1800 RIVERBANK (SV) Saugus, MA 01906
30 Massachusetts Avenue (781) 233-0010
NUVO BANK & TRUST North Andover, MA 01845
COMPANY (978) 725-7784 SAVERS BANK (SV)
P.O. Box 15209 P.O. Box 250
Springfield, MA 01115 ROCKLAND FEDERAL Southbridge, MA 01550
(413) 787-2703 CREDIT UNION (508) 765-7389
241 Union Street
ONE UNITED BANK Rockland, MA 02370 SAVINGS BANK (THE)
133 Federal Street (800) 562-7328 P.O. Box 30
th
8 Floor Wakefield, MA 01880
Boston, MA 02110 ROCKLAND TRUST (PSV) (781) 224-3562
(617) 457-4457 2036 Washington Street
Hanover, MA 02339 SCITUATE FEDERAL
PENTUCKET BANK (SV) (781) 982-6546 SAVINGS BANK
One Merrimack Street 560 Plain Street
Haverhill, MA 01830 ROCKPORT NATIONAL Marshfield, MA 02050
(978) 556-5447 BANK (S) (781) 834-2100
16 Main Street
PEOPLES BANK Rockport, MA 01966 SEAMEN’S BANK (S)
330 Whitney Avenue (978) 546-3411 P.O. Box 659
Holyoke, MA 01040 Provincetown, MA 02657
(413) 493-7510 ROLLSTONE BANK & TRUST (508) 487-8424
(PSV)
PEOPLES FEDERAL P.O. Box 8208 SOUTH ADAMS SAVINGS
SAVINGS BANK 780 Main Street BANK (SV)
P.O. Box 35036 Fitchburg, MA 01420-0099 2 Center Street
Brighton, MA 02135-2799 (978) 343-2188 Adams, MA 01220
12
(413) 743-0040 West Springfield, MA 01090
(413) 787-1271 WILLIAMSTOWN SAVINGS
SOUTH COASTAL BANK (S) BANK
279 Union Street UPS CAPITAL BUSINESS P.O. Box 68
Rockland, MA 02370 CREDIT (PS) Williamstown, MA 01267
(781) 878-5252 401 Edgewater Place (413) 663-2189
Suite 107
SOUTH SHORE SAVINGS Wakefield, MA 01880 WINCHESTER SAVINGS
BANK (S) (781) 224-4151 BANK
1530 Main Street 661 Main Street
So. Weymouth, MA 02190 WAINWRIGHT BANK & Winchester, MA 01890
(781) 682-3283 TRUST CO. (S) (781) 729-2130
63 Franklin Street
SOUTHBRIDGE SAVINGS Boston, MA 02110 WINTER HILL BANK
BANK (S) (617) 478-4000 342 Broadway
7-11 Elm Street Somerville, MA 02145
Southbridge, MA 01550 WALPOLE CO-OPERATIVE (617) 666-8600
(800) 939-9103 (S)
982 Main Street WINTHROP FEDERAL
SPENCER SAVINGS BANK Walpole, MA 02081 CREDIT UNION
(S) (508) 660-6514 15 Woodside Avenue
400 Grove Street Winthrop, MA 02152
Worcester, MA 01605-1271 WASHINGTON SAVINGS (617) 846-1226
(508) 849-3933 100 Broadway
Dracut, MA 01826 WORKERS’ CREDIT UNION
ST. ANNE’S CREDIT UNIION (978) 458 7999 (SV)
OF FALL RIVER (S) 815 Main Street
286 Oliver Street WEBSTER FIRST FEDERAL Fitchburg, MA 01420
Fall River, MA 02724 CREDIT UNION (SV) (978) 353-7095
(508) 324-7360 271 Greenwood
Worcester, MA 01570 Out of State
STCU CREDIT UNION (508) 671-5120 Lenders
145 Industry Avenue
Springfield, MA 01104 WEBSTER FIVE CENTS BANK OF NEW ENGLAND
(413) 732-9812 SAVINGS BANK (SV) P.O. Box 840
200 Commercial Street Windham, NH 03087
STONEHAM SAVINGS BANK Worcester, MA 01608 (603) 890-1600
359 Main Street (508) 438-4713
Stoneham, MA 02180 BANK RHODE ISLAND (PSV)
(781) 279-896 WELLESLEY COOPERATIVE One Turks Head Place
BANK 16th Floor
TD BANK (PSXV) 40 Central Street Providence, RI 02903
17 New England Executive Wellesley, MA 024802 (401) 456-5000
Park (781) 237-7221
Burlington, MA 01803 BANKNEWPORT
(781) 505-5014 WESTFIELD BANK (PSV) 500 West Main Road
141 Elm Street Middletown, RI 02840
UNIBANK FOR SAVINGS (SV) Westfield, MA 01085 (401) 845-8731
49 Church Street (413) 568-1911
Whitinsville, MA 01588 BERKSHIRE BANK (PSV)
(508) 234-8112 WEYMOUTH BANK (S) P.O. Box 1567
744 Broad Street Manchester Center, VT 05255
UNITED BANK (SV) East Weymouth, MA 02189 (802) 549-5201
P.O. Box 9020 (781) 337-8000
13
Suite 150 SOVEREIGN BANK (PSXV)
BRANCH BANKING & TRUST San Jose, CA 95113 RI1-TWR-0330
(PSV) (408) 975-6918 One Financial Plaza
5901-C Peachtree Dunwoody Providence, RI 02903
Road HOME LOAN AND (401) 752-1441
Suite 420 INVESTMENT BANK, FSB
Atlanta, GA 30328 (PS) SUPERIOR FINANCIAL
(866) 666-8593 One Home Loan Plaza GROUP (SXV)
Suite 3 165 Lennon Lane
BUSINESS LENDERS, LLC Warwick, RI 02886 Suite 101
(P) (800) 722-5671 Walnut Creek, CA 02598
50 State House Square (925) 296-0500
Hartford, CT 06119 INDEPENDENCE BANK (PS)
(860) 244-9202 1370 South County Trail WASHINGTON TRUST
East Greenwich, RI 02818 COMPANY (PSV)
CAPITAL ONE FEDERAL (401) 471-6300 23 Broad Street
SAVINGS BANK (S) Westerly, RI 02891
15000 Capital One Drive INNOVATIVE BANK (PSXV) (401) 421-3600
Richmond, VA 23238 360 14th Street
(804) 284-1035 Oakland, CA 94612 WEBSTER BANK (PSXV)
(866) 812-1216 436 Slater Road
CITIZENS BANK (PSXV) New Britain, CT 06053
480 Jefferson Boulevard NATIONAL COOPERATIVE (860) 612-5433
Warwick, RI 02886 BANK (S)
(401) 468-6127 6 Central Row WELLS FARGO BANK,
4th Floor NATIONAL ASSOCIATION
CNL COMMERCIAL LENDING Hartford, CT 06103 (PSXV)
CORP. (860) 297-0208 1455 West Lake Street
26137 La Paz Road Suite 306
Suite 102 NEWALLIANCE BANK (PSV) Minneapolis, MN 55408
Mission Viejo, CA 92691 195 Church Street (612) 667-2753
rd
(949) 452-0929 3 Floor
New Haven, CT 06510
COASTWAY CREDIT UNION (203) 789-2822
(PSV)
One Coastway Plaza NEWTEK SMALL BUSINESS
Cranston, RI 02903 FINANCE, INC. (V)
(401) 453-0618 462 Seventh Avenue
14th Floor
COMERICA BANK (PSV) New York, NY 10018
Mail Code 6629 (212) 356-9510
P.O. Box 4167
Houston, TX 77210 PEOPLE’S UNITED BANK
(713) 888-2660 (PSXV)
GE CAPITAL 850 Main Street
635 Maryville Centre Drive Bridgeport, CT 06605
Suite 120 (203) 338-7415
St. Louis, MO 63141
(314) 205-3602 PMC CAPITAL, INC. (SV)
18111 Preston Road
GREATER BAY BANK, N.A. Suite 600
(PS) Dallas, TX 75275
60 S. Market Street (972) 349-3207
14
MICROLOAN PROGRAM
INTERMEDIARY LENDERS
Dorchester Bay Economic Development Corp.
594 Columbia Rd., Ste. 302
Dorchester, MA 02125
Contact: Christo R. Banda,
Director of Small Business
cbanda@dbedc.com
617-825-4200 • 617-825-3522 Fax
Service area: Lower Roxbury and Dorchester
Economic Development Industrial Corp. of Lynn
Lynn City Hall, 3 City Hall Sq., Rm. 401
Lynn, MA 01901
James Cowdell, Executive Director
Contact: Mary Jane Smalley
msmalley@ediclynn.org
781-581-9399 • 781-581-9731 Fax
Service Area: City of Lynn.
Economic Stabilization Trust
The Schrafft Center
529 Main St., Ste. 110
Boston, MA 02129
Christian Perkins, Executive Director
Contact: Edward Hitchcock
ehitchcock@commcorp.org
617-727-8158 • 617-242-7660 Fax
Service area: Middlesex and Essex Counties, except for the city of Lynn.
Jobs for Fall River, Inc.
One Government Center
Fall River, MA 02722
Kenneth Fiola, Executive Director
Contact: Stephen Parr
s.parr@froed.com
508-324-2620 • 508-677-2840 Fax
Service Area: City of Fall River
New Bedford Economic Development
Barbara Brunkemeyer
700 Pleasant St., 4th Fl.
New Bedford, MA 02740
bbrunkemeyer@nbedc.org
508-991-3122 • 508-991-7372 Fax
Service area: City of New Bedford
15
South Eastern Economic Development Corporation/SEED
80 Dean St.
Taunton, MA 02780
Contact: Maria Gooch Smith,
Executive Director
info@seedcorp.com
508-822-1020 • 508-880-7869 Fax
Service Area: SE Massachusetts - Norfolk, Bristol, Plymouth, Barnstable, Dukes and Nantucket counties.
Western Massachusetts Enterprise Fund
Four Open Square Way, Ste. 407
Holyoke, MA 01040
Christopher Sikes, Executive Director
Contact: Christine Murphy
cmurphy@wmef.org
Web: www.wmef.org
413-420-0183 • 413-420-0543 Fax
Service Area: Berkshire, Franklin, Hampshire, Hampden Counties and parts of Worcester County.
16
Certified Development Companies
Bay Colony Development Corporation
1601 Trapelo Rd., Ste. 222
Waltham, MA 02451
David King, Managing Trustee
781-891-3594 • 781-647-4950 Fax
www.baycolony.org
dking@baycolony.org
Area of Operation: Statewide
Coastal Community Capital
5 Shoot Flying Hill Rd.
Centerville, MA 02632 J
Jeannine Marshall, Executive Director
508-362-5709
www.coastalcommunitycapital.org
Area of Operation: Statewide
Granite State Development Corporation
dba New England Business Finance
One Cate Street
Portsmouth, NH 03801
603-436-0009
Or
8 Rock Rd.
Attleboro, MA 02703
Matt Collins
508-294-6822 • 508-761-8899 Fax
Mcollins@granitestatedev.com
www.granitestatedev.com
Area of Operation: Statewide
New England Certified Development Corporation
500 Edgewater Dr., Ste. 555
Wakefield, MA 01880
Elizabeth Trifone, Senior Vice President & Director of SBA Lending
781-928-1100 • 781-928-1101 Fax
etrifone@mass-business.com
www.bdcnewengland.com
Area of Operation: Statewide
Ocean State Business Development Authority (OSBDA)
155 S. Main St., Ste. 301
Providence, RI 02903
Henry Violet, President
401-454-4560
Areas of Operation: Bristol, Norfolk and Worcester counties.
17
South Eastern Economic Development Corporation
80 Dean St.
Taunton, MA 02780
Maria Gooch-Smith, Executive Director
508-822-1020 • 508-880-7869 Fax
mgoochsmith@seedcorp.com
www.seedcorp.com
Area of Operation: Statewide
South Shore Economic Development Corporation
36 Miller Stile Rd., Box 690625
Quincy, MA 02269
Kimberly Gomer
617-786-1546 • 617-479-9274 Fax
Area of Operation: Statewide
Worcester Business Development Corporation
89 Shrewsbury St., Ste. 300
Worcester, MA 01604
David Forsberg, President
508-755-5734 • 508-755-9639 Fax
www.worcesterbdc.com
Area of Operation: Statewide
18
COMMUNITY EXPRESS TECHNICAL ASSISTANCE PROVIDERS
MSBDC
Georgiana Parkin
205 Isenberg School of Mgmt.
Amherst, MA 01003
(413) 545-6301
MLK Jr. Business Empowerment Ctr.
Robert Thomas
237 Chandler Street
Worcester, MA 01609
(508) 363-0303
Hilltown Community Dev. Corp.
Seth Isman
387 Main Road - Box 17
Chesterfield, MA 01012
(413) 296-4536
Cape & Islands Community Dev., Inc.
Jeannine Marshall
5 Shoot Flying Hill Road
Centerville, MA 02632
(508) 790-2921
Vietnamese American Initiative for Dev.
Lang Le
42 Charles St. Suite E
Dorchester, MA 02122
(617) 822-3717
Dorchester Bay Economic Dev. Corp.
Christo Bando
594 Columbia Rd., Suite 302
Dorchester, MA 02128
(617) 825-4200
Twin Cities Community Dev. Corp.
Frederick Mayanjo
195 Kimball Street
Fitchburg, MA 01420
(978) 342-9561
Greater Gardner CDC
Marcia Hopper
8 Parker Street
Gardner, MA 01440
(978) 630-2975
19
Franklin County Community Dev. Corp.
John Waite
324 Wells Street
Greenfield, MA 01301
(413) 774-7204
Solutions, CDC
Greg Schwartz
254 Maple Street
Holyoke, MA 01040
(413) 315-6017
Jamaica Plain Neighborhood Dev. Corp.
Richard Thal
31 Germania Street
Jamaica Plaiin, MA 02130
(617) 522-2424
Lowell Small Business Assistance Ctr.
Russell Smith
88 Middle Street, 2nd. Fl.
Lowell, MA 01852
(978) 441-1889
Community Economic Dev. Ctr. Of SE MA
Corinn Williams
106 Williams St.
New Bedford, MA 02740
(508) 979-4684
Valley Community Dev. Corp.
Gene Talsky
30 Market Street
Northampton, MA 01060
(413) 529-0420
Quaboag Valley Community Dev. Corp.
Susan Rutherford
3 Converse Street, Suite 104
Palmer, MA 01069
(413) 283-3003
Salem Harbor CDC
Mike Whelan
102 Lafayette Street
Salem, MA 01970
(978) 745-8071
SCORE - Chapter 411
Peter Colarusso
6 Stone Street
Saugus, MA 01906
(978) 927-2282
20
New England Black Chamber of Commerce
Aimee Griffin Munnings
140 Wilbraham Ave., 3rd Fl.
Springfield, MA 01101
(413) 731-6444
SCORE - Chapter 228
Tom Toman
1 Federal St.
Springfield, MA 01105
(413) 785-0314
Hispanic American Chamber of Commerce of Greater Boston
Nader Acevedo
406 S. Huntington Avenue
Boston, MA 02130
(617) 261-4222
21
SMALL BUSINESS INVESTMENT COMPANY PROGRAM (SBIC)
Ascent Venture Partners II, L.P.
Walter Dick, General Partner
255 State St., 5th Fl.
Boston, MA 02109
617-720-9400 • 617-720-9401 Fax
tscanlon@ascentvp.com
Investment Criteria
Investment Size Range:
Preferred Min: $1,000,000
Preferred Max: $3,000,000
Type of Capital Provided: Equity, Debt w/Equity
Funding Stage Preference: Seed Early Stage
Expansion
Industry Preference: Network and Communication Systems, Enterprise Software, Medical, Specialized IT
Services, Industrial Technology.
Geographic Preferences: New England.
Ascent Venture Partners IV-A, L.P.
Brian Girvan, Contact
255 State St., 5th Fl.
Boston, MA 02109
617-720-9400 • 617-720-9401 Fax
tscanlon@ascentvp.com
Brook Venture Fund IIA, L.P.
Andrew Clapp, Contact
301 Edgewater Place, Ste. 425
Wakefield, MA 01880
781-295-4000 • 781-295-4007 Fax
nm@brookventure.com
Chestnut Venture Partners, L.P.
David D. Croll, President
75 State St., Ste. 2500
Boston, MA 02109
617-345-7220 • 617-345-7201 Fax
dcroll@mcventurepartners.com
Type of Capital Provided: Equity, Debt w/Equity Features
Funding Stage Preference: Any Stage
Industry Preference: Media, Telecommunications
Geographic Preferences: National
Citizens Ventures, Inc.
Scott Sullivan, V.P. of Finance
28 State St., 15th Fl.
Boston, MA 02109
617-994-7177 • 617-725-5630 Fax
scott@citizenscapital.com
Type of Capital Provided: Subordinated Debt, Equity
Funding Stage Preference: MBO Acquisition Growth
Geographic Preferences: Northeast, Midwest, Southeast.
22
Draper Fisher Jurvetson
New England Fund I
Todd Hixon, Contact
One Broadway, 14th Fl.
Cambridge, MA 02142
617-758-4213 • 617-758-4101 Fax
todd@dfjne.com
Exeter Capital Partners IV, L.P.
Keith Fox, Kurt Bergquist, Jeff Weber
One Liberty Sq., 12th Fl.
Boston, MA 02109
617-224-0100 • 617-892-4311 Fax
Keith.Fox@exeterfunds.com
Investment Criteria:
Investment Size Range:
Preferred Min: $1,000,000
Preferred Max: $3,000,000
Type of Capital Provided: Equity Investments
Funding Stage Preference:
Development - 10% to 20%
Expansion - 20% to50%
Later stage - 35% to 65%
Industry Preference: Diversified
Geographic Preferences: National
Gemini Investors III, L.P.
David F. Millet, Contact
20 William St.
Wellesley, MA 02481
781-237-7001 • 781-237-7233 Fax
mkeis@gemini-investors.com
Gemini Investors IV, L.P.
Matt Keis, Contact
20 William St., Ste. 250
Wellesley, MA 02481
781-237-7001 • 781-237-7233 Fax
mkeis@gemini-investors.com
GMN Investors II, L.P.
James J. Goodman, Manager
20 William St., Ste. 250
Wellesley, MA 02481
781-237-7001 • 781-237-7233 Fax
dmillet@gemini-investors.com
Investment Criterias:
Investment Size Range:
Preferred Min: $2,000,000
Preferred Max: $6,000,000
Type of Capital Provided: Equity
Funding Stage Preference: Later Stage
Description of Firm’s Focus: Focus is on later stage expansion and acquisition capital for middle-market
companies with revenues between $5 and $50 million.
23
Ironwood Equity Fund LP
18 Tremont St., Ste. 1120
Boston, MA 02108
617-723-6747 • 617-723-6746 Fax
Longworth Venture Partners II-A, L.P.
Paul A. Margolis, Contact
1050 Winter St., Ste. 2600
Waltham, MA 02451
781-663-3600 • 781-663-3619 Fax
lawrence@longworth.com
Masthead Venture Partners Capital, L.P.
Timothy Agnew, Contact
55 Cambridge Pkwy., Ste. 103
Cambridge, MA 02142
617-621-3000 • 617-621-3055 Fax
tim@mvpartners.com
North Hill Ventures II, L.P.
Brett Rome, Contact
Ten Post Office Sq., Ste. 1100
Boston, MA 02109
617-788-2150 • 617-788-2152 Fax
brettj.rome@capitalone.com
RockPort Capital Partners, L.P.
Bettina Metais, Contact
160 Federal St., 18th Fl.
Boston, MA 02110
617-912-1420 • 617-912-1449 Fax
bmetais@rockportcap.com
Investment Criteria:
Investment Size Range:
Preferred Min: $500,000
Preferred Max: $5,000,000
Type of Capital Provided: Equity, Debt w/Equity
Funding Stage Preference: Early Stage
Expansion
Industry Preference: Energy Technologies, Environmental Technologies, Advanced Materials & Processes.
Geographic Preferences: New England
Description of Firm’s Focus: Invests in leading-edge technology with the potential to significantly impact
industries superior management team; large markets with high growth rate; and sustainable competitive
advantages.
24
Seacoast Capital Partners II, L.P.
Walt Leonard, Contact
55 Ferncroft Rd.
Danvers, MA 01923
978-750-1300 • 978-750-1301 Fax
wleon@seacoastcapital.com
SEED Ventures, L.P.
Thomas Wooters, Contact
80 Dean St.
Taunton, MA 02780
508-822-1020 • 508-880-7869 Fax
tom@seedvf.com
Summer Street Capital Fund I, L.P.
Richard Steele
171 Dwight Rd., Ste. 310
Longmeadow, MA 01106
413-567-3366 • 413-567-6556 Fax
Ticonderoga SBIC, L.P.
Craig A.T. Jones, Contact
230 Third Ave.
Waltham, MA 02451
781-416-3400 • 781-416-9868 Fax
cjones@ticonderogacap.com
Velocity Equity Partners I SBIC, L.P.
David Vogel, Contact
50 Salem St., Bldg. B
Lynnfield, MA 01940
617-338-2545 • 617-261-3864 Fax
jvogel@velocityep.com
Venture Capital Fund of New England IV, L.P
Kevin J. Dougherty, Contact
30 Washington St.
Wellesley Hills, MA 02481
781-431-8400 • 781-237-6578 Fax
kdougherty@vcfne.com
25
U.S. Export Assistance Center (USEAC)
John Joyce, Regional Export Finance Manager
John F. Kennedy Federal Bldg., Suite 1826A
55 New Sudbury Street
Boston, MA 02203
617-565-4305 • 617-565-4313 Fax
john.joyce@mail.doc.gov
26
THE SURETY BOND GUARANTEE PROGRAM
Denver Area Office 1
Supervisory Surety Bond Specialist,
Darryl Bellamy or Tamara Murray
721 19 St., Ste. 426
Denver, CO 80201-0660
303-844-2607 ext. 261 • 202-481-0964 Fax
Geographic Territory: CO, CT, DE, DC, IL, IN, IA, KS, ME, MD, MA, MI, MN, MO, MT, NE, NJ, OH, SD, UT, WY,
ND, RI, NH, NY, PA, PR, VT, VI, VA, WV, WI.
Local Surety Bond Agents
Albert J. Tonry & Company Inc.
300 Congress Street, Suite 104
Quincy, MA 02169-0907
617-773-9200
http://www.tonrynw.com
sales@tonry.com
Barbour Group, LLC
20 Liberty St., Ste. 2D
Westminster, MD 21157
410-876-9610
http://www.thebarbourgroup.com/
karen@thebarbourgroup.com.
Bradley Insurance & Bonding Inc.
Marybeth Bradley
27 Linda Lane
Weymouth, MA 02188
781-340-3900
http://www.ccisurety.com/
lbrigham@ccisurety.com
CCI Surety, Inc.
1710 N. Douglas Dr., Ste. 110
Golden Valley, MN 55422
763-543-6993
http://www.ccisurety.com/
lbrigham@ccisurety.com
Eastern Insurance Group, LLC
Ellen Young
233 W. Central St.
Natick, MA 01760
800-333-7234
https://www.easternbank.com
eyoung@easterninsurance.com
27
John L. Danehy Insurance Agency
Susan Glazier
2294 Massachusetts Ave.
Cambridge, MA 02140
617-547-6800
http://www.danehy.com
susan.glazier@verizon.net
Northeast Surety, LLC
Kenneth Coco
3 Forest Park Dr.
Farmington, CT 06032
860-674-0123
http://www.nesurety.com
info@nesurety.com
Tuttle & Traina Insurance Agency, Inc.
44 Main Street
Sterling, MA 01564
978-422-7700
http://www.ttiai.com
richard@ttiai.com
28
FEDERAL PROCUREMENT OPPORTUNITIES
Local SBA Procurement Center Representatives
BIENVENIDO MANZANO (PCR)
U.S. Small Business Administration
10 Causeway Street, Suite 416
Boston, MA 02222
Voice: (617) 565-5587
Fax: (617) 565-8186
E-mail: ben.manzano@sba.gov
ANN HUBERT (PROCUREMENT ASSISTANT)
U.S. Small Business Administration
275 Randolph Road, Building 11
Hanscom AFB, MA 017310-2818
Voice: (781) 377-4386
Fax: (781) 377-3015 and (202) 481-0264
E-mail: ann.hubert@sba.gov
29
Procurement and Technical Assistance Centers (PTAC)
Massachusetts Small Business Development Network/PTAC
Massachusetts MSBDC Network/PTAC
227 Isenberg School of Management
University of Massachusetts
Amherst, MA 01003-9310
Point of Contact: Peter J. Cokotis
Phone: 413-545-6303
Fax: 415-545-1273
Email: ptachelp@msbdc.umass.edu
Website: http://www.msbdc.org/ptac/rfc.html
Peter Cokotis
Program Manager
Procurement Technical Assistance Center
Scibelli Enterprise Center
1 Federal Street, Building 101-R
Springfield, MA 01105-1222
413-737-6712 ext. 105
fax 413-737-2312
pcokotis@som.umass.edu
Email: ptachelp@msbdc.umass.edu
Website: http://www.msbdc.org/ptac/rfc.html
Grace Otta
Procurement Analyst
Procurement Technical Assistance Center
227 Isenberg School of Management
University of Massachusetts
Amherst, MA 01003-9310
413-545-6303
fax 413-545-1273
gotta@msbdc.umass.edu
Serving Western Massachusetts
Dan Lilly
Government Sales Advisor
Procurement Technical Assistance Center
200 Pocasset Street
Fall River, MA 02721
508-673-9783
fax 508-674-1929
delilly@msbdc.umass.edu
Serving Southeastern Mass & the Islands
30
Charles Warner
Procurement Specialist
Procurement Technical Assistance Center
600 Suffolk Street, 5th Floor South
University of Massachusetts Lowell
Lowell, MA 01854
978-934-2725
cswarner@msbdc.umass.edu
Serving the Greater Lowell Area
Stephen Edmonds
Procurement Specialist
781-801-3036
sedmonds@msbdc.umass.edu
Serving the Boston area
Leonard Greene
Procurement Advisor/Liaison
781-820-4302
ljgreen@msbdc.umass.edu
Serving North Shore
Sandra Ledbetter
Procurement Advisor
508-870-3193
sledbetter@msbdc.umass.edu
Serving Central Massachusetts
31