The expanded platform addresses the most pressing challenges faced by debt brokers: time-consuming lender research, inefficient deal management, and fragmented data tracking. By centralizing these functions in a single, automated platform, Lev aims to significantly increase broker productivity and deal flow.

“Since our earliest days, we consistently heard from brokers about the hours lost to repetitive tasks and disjointed processes and a desire to leverage our platform for that purpose,” said Yaakov Zar, founder and CEO of Lev. “Our expanded platform is a direct response to these requests, providing brokers with the tools they need to focus on what truly matters—closing more deals and building stronger client relationships.”

Lev’s expanded platform offers a comprehensive suite of AI-powered tools that revolutionize how debt brokers operate. The platform dramatically reduces lender research time by providing the industry’s most comprehensive lender database of over 4,000 lending institutions, leveraging AI to help brokers understand every lender’s preferences, historical transactions, and current market activity. Automated deal management features, like AI-generated deal books and task automation, save hours of manual work. The platform centralizes all client and lender information, offering a unified view of deals and communications, and instantly surfaces the most relevant lenders for their specific deal. Real-time market intelligence tools help brokers structure deals more accurately and competitively for their clients.

This expansion represents a significant leap forward, empowering brokers with cutting-edge technology, setting a new standard for efficiency in commercial real estate financing, and enabling them to focus on high-impact activities that drive business growth. Lev’s platform combines powerful tools with bank-level security, allowing brokers to leverage insights while maintaining full control of their proprietary data and client relationships.

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HoyleCohen, a leading West Coast based RIA with four offices across California and Arizona, initially joined Focus as a partner firm in 2006. Specializing in long-term planning through designing and implementing tailored wealth solutions, HoyleCohen has earned a reputation for its strong client relationships and the ability to meet its clients’ individual needs.

HoyleCohen will gain access to Colony’s extensive planning and investment expertise to enhance its wealth advisory capabilities. In turn, Colony will leverage HoyleCohen’s highly skilled advisors and resources to strengthen its footprint within key markets across the West Coast. HoyleCohen is expected to add approximately $3.6 billion in regulatory assets under management, measured as of June 30, 2024, to Colony upon the completion of this transaction.

“We have grown significantly since partnering with Focus in 2006. As we evaluated the resources that our team needed to continue our pace of growth, we realized that partnering with a firm like Colony would help us accelerate the achievement of our firm’s goals and, most importantly, the life goals of our clients,” said Mark Delfino, CEO and Senior Managing Partner at HoyleCohen.

“HoyleCohen has established itself as a leader in providing personalized financial and life planning advice,” said Adam Birenbaum, who became CEO of Colony through its recent combination with Buckingham Strategic Wealth, LLC. “We welcome HoyleCohen’s talented advisors, and we look forward to working with them to further enhance our offerings and capabilities.”

“HoyleCohen and Colony are deeply aligned in their core values and how they serve clients,” said Michael Nathanson, CEO of Focus. “We’re confident that, together, they will take full advantage of the solutions each has built to meet the complex and unique needs of their clients and teams.”

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