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Lords of Lending

Lords of Lending

By: Shane Pierson Steph Dunn and Brian Congelliere
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Journey through the labyrinth of lending with the dual expertise of Shane, the master of loan architecture, and Stephanie, the vanguard of banking innovation. Together, they demystify the art of business loans, from traditional SBA offerings to avant-garde financial instruments, in episodes rich with actionable intelligence.

© 2025 Lords of Lending
Economics Leadership Management Management & Leadership
Episodes
  • Ennobled by Fire | LoL #10
    Jun 25 2025

    In this raw, unfiltered episode, the Lords of Lending pull back the curtain on the personal experiences that shaped them into the SBA lending experts they are today.

    From childhood poverty and career failures to finding purpose through adversity, Shane, Stephanie, and Brian share the dark seasons that forged their professional wisdom.

    This isn't your typical business advice - it's the real story behind the expertise. Sometimes the best business wisdom comes from the worst personal moments.

    🎯 TIMESTAMPS
    00:00 - Opening: Why vulnerability builds trust in business
    04:12 - "Invisible & Underestimated" - The wounds that shaped us
    06:47 - Shane's 7th grade identity crisis: From "thug" to outcast
    09:36 - Brian's parents' divorce: Finding identity through sports
    12:02 - Steph on daily invisibility: "Everyone else is prioritized"
    16:28 - "You're Not Enough" - When the world tells you to quit
    18:25 - Shane's Financial Collapse: Near-bankruptcy and the bird in the garage
    23:47 - Steph's Dark Decades: "Zero through 20 - it was all dark"
    26:21 - "Just when you think you're buried, really you're planted"
    28:25 - Brian's Law Firm Disaster: Fired two weeks before his son was born
    35:04 - The phone call that changed everything: "Dude, I just got fired"
    38:20 - "Life Was All About Me" - The lies we believe about ourselves
    43:19 - Steph: "I allowed people to typecast me for too long"
    45:48 - Things We Can't NOT Do: Shopping carts, serving others, turning off lights
    48:03 - Late Night Questions: Parasites, cancer fears, and life's anxieties
    52:18 - The Archetypes: Oracle, Magistrate, and Alchemist revealed
    53:05 - Steph "The Oracle": Seeing patterns before they emerge
    55:03 - Brian "The Magistrate": From attorney to wise judge
    56:53 - Shane "The Alchemist": Turning pressure into systematic gold
    58:00 - Golden Nugget: Why people must be happy in their roles to succeed

    Questions or feedback? We'd love to hear from you.

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    1 hr
  • Acquisition War Room | LoL #9
    Jun 18 2025

    In this tactical deep dive, Shane, Stephanie, and Brian sit down with serial acquirer Collin Trimble to dissect what really happens when you scale through acquisition. From chaotic day-one takeovers to post-close surprises, this episode is all strategy, scars, and lessons earned the hard way.

    📌 Timestamps:
    00:09:49 - What Strategy Looked Bulletproof (But Wasn't)
    00:12:38 - 28 Minutes In: The Day One Disaster Story
    00:15:55 - You Can't Prepare for Everything: Assessment Strategy
    00:17:35 - The 90-Day Employee Rule: Listen Before You Lead
    00:20:17 - Finding Hidden Leaders in Broken Organizations
    00:27:11 - Employee Due Diligence: What to Look For
    00:30:21 - Cultural Integration: Bringing Teams Together
    00:35:18 - Customer Experience: From Personal Touch to Scalable Systems
    00:41:07 - Not All Revenue is Equal: The Tire Story
    00:42:57 - Due Diligence Providers: RMR Audits & Quality of Earnings
    00:49:53 - Legal Landmines: Why You Need Transaction Attorneys
    00:56:58 - Technology Infrastructure: Building Customer 360 with Salesforce
    01:04:43 - Quick Fire Strategy Round: Never Do Again
    01:05:42 - Essential Legal Moves & Holdback Strategies
    01:10:12 - The 30-Day Liquidity Priority
    01:13:18 - Next 5 Acquisitions: Geographic Expansion Strategy
    01:15:07 - Closing: Resources for First-Time Acquirers

    Questions or feedback? We'd love to hear from you.

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    1 hr and 16 mins
  • Insights from the Road | LoL #8
    May 21 2025

    On the road, the Lords break down key takeaways from a week of business broker conferences. From AI innovations to personal follow-up strategies, Shane, Stephanie, and Brian explore how lenders can stand out, deepen relationships, and add long-term value beyond the transaction.

    📌 Timestamps:
    00:00 – Intro: On the Road with the Lords
    01:00 – Conference Recap: Transworld, IBBA, Murphy
    02:15 – AI & Tech Takeaways from Top Brokers
    04:30 – Standing Out in a Sea of Sameness
    06:00 – Using AI to Create Business Plans for Buyers
    09:00 – In-Person vs. Virtual: The Shift Back to Human
    11:15 – Value Add That Lasts Beyond the Loan
    13:00 – Relationship Management in the Digital Age
    16:30 – The SBA Toolbox & Tools in Development
    18:00 – Live AI Prompt Demo: HVAC Industry Use Case
    23:30 – Creative Customer Retention Ideas from Other Industries
    26:10 – Final Thoughts & Laughter from the Road
    28:30 – Outro: Like & Subscribe

    Questions or feedback? We'd love to hear from you.

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    27 mins

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