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HomeMy WebLinkAbout05-14-13 Prospera Revolving Loan Fund Committee Minutes Prospera Business Network City of Bozeman Revolving Loan Fund — Loan Review Committee Meeting Minutes: May 14th, 2013 City Hall 2:00 – 4:00 PM Committee Members Present: Brit Fontenot, Jim Verzuh, Mike Money, Scott Nicholson, Tracy Menuez, Erin Gallanger, & Chris Mehl Prospera Staff Present: Stuart Leidner & Anjie Mikesell Guest: John Amend, Tom Gibson, & Jeff Riggs – John Amend and Tom Gibson presented first while Jeff Riggs waited outside in the lobby. When the meeting went into closed door session John and Tom left. When the meeting was reopened for the Clarks Fork discussion Jeff Riggs was invited into the committee meeting. A. CALL TO ORDER The meeting was called to order at 2:03 PM by Stuart B. PUBLIC COMMENT No public in attendance C. APPROVAL OF PREVIOUS MEETING MINUTES Mike made a motion to approve the meeting minutes from the previous meeting. This was seconded by Brit and was approved unanimously. D. ACTION ITEMS 1. MicroLab Presentation John gave a brief overview of Microlab and provided the committee with materials on the corporate overview, as well as the catalog. Tom Gibson, spoke about his background and the overview of his position on the board. He talked about Microlab’s focus, mission and intent for the community, students and employees. The committee asked the borrower questions and there was a discussion regarding collateral, historical and projected financials, conditions, as well as current and future guarantees. The chairperson closed to the public all of this meeting pursuant to Sect. 2-3-203(3), MCA, because the discussion relates to a matter of individual privacy and the chairperson determines the demands of the individual's privacy clearly exceed the merits of public disclosure. The meeting was reopened to the public. Scott said he would like the loan to renew every year. A proposal of a 5 year amortization at 5%, continuous guarantees, and quarterly financials was made. Chris moved to approve the terms as discussed. Brit seconded. Motion passed unanimously. 2. Clarks Fork Presentation Clarks Fork – Jeff Riggs – 3:00pm Stuart would like to recommend discussion at this point on this loan. Stuart gave an overview of the proposal. Jeff gave an overview of the business, as it started as Wheat Montana and moved to Clarks Fork. He discussed what had happened with the conversion. The committee asked questions regarding the past financials and the upcoming projections. They also asked about the current restaurants in the area regarding competition. There was a discussion about the past Wheat Montana ownership in other areas. The chairperson closed to the public all of this meeting pursuant to Sect. 2-3-203(3), MCA, because the discussion relates to a matter of individual privacy and the chairperson determines the demands of the individual's privacy clearly exceed the merits of public disclosure. E. Next Meeting No meeting was scheduled at this time. F. ADJOURNMENT Meeting adjourned at 4:00 PM