131 Cong Rec E 1963 Tuesday, May 7, 1985
Congressional Record -- Extension of Remarks
Tuesday, May 7, 1985
99th Cong. 1st Sess.
131 Cong Rec E 1963
REFERENCE: Vol. 131 No. 58
TITLE: IMPROPER PRACTICES
SPEAKER: HON. DAVID DREIER OF
CALIFORNIA
IN THE HOUSE OF REPRESENTATIVES
TEXT:
Text that appears in UPPER CASE identifies statements or
insertions which are not spoken by a Member of the Senate on the floor.
MR. DREIER OF CALIFORNIA. MR. SPEAKER, THIS WEEK, NEWSDAY, A DAILY NEWSPAPER ON
LONG ISLAND, NY, IS RUNNING A FIVE-PART INVESTIGATIVE SERIES ON IMPROPER LOAN
PRACTICES INVOLVING LONG ISLAND BUSINESSES WHICH WERE FINANCED BY THE FEDERAL
SMALL BUSINESS ADMINISTRATION. WHILE I WANT TO POINT OUT THAT THE ILLEGAL
PRACTICES OUTLINED IN THIS SERIES ARE NOT PREVALENT THROUGHOUT THE UNITED
STATES, THEY DO HIGHLIGHT SOME OF THE PROBLEMS THAT CONSISTENTLY PLAGUE THE SBA
AND CREATE QUESTIONS ABOUT THE AGENCY'S REAL IMPACT ON THE OVERALL SMALL
BUSINESS ECONOMY.
I WOULD LIKE TO SUBMIT FOR TODAY'S RECORD THE FIRST PART OF THIS FIVE-PART
SERIES PUBLISHED IN THE MAY 5 ISSUE OF NEWSDAY. I WILL THEN SUBMIT THE REMAINING
FOUR PARTS IN FUTURE PRINTINGS OF THIS RECORD.
IMPROPER PRACTICES UNCOVERED IN LI SMALL-BUSINESS LOANS
A NEWSDAY INVESTIGATION OF GOVERNMENT LOANS TO LONG ISLAND BUSINESSES HAS
UNCOVERED CONFLICTS OF INTEREST, LOANS TO COMPANIES WITH ORGANIZED-CRIME
CONNECTIONS AND SLOPPY LENDING PRACTICES THAT HAVE WASTED MILLIONS OF DOLLARS IN
PUBLIC FUNDS.
BOTH THE FEDERAL SMALL BUSINESS ADMINISTRATION AND THE STATE JOB DEVELOPMENT
AUTHORITY PLAY ACTIVE ROLES IN LONG ISLAND'S ECONOMIC DEVELOPMENT, GRANTING
COMPANIES LOANS AT MORE FAVORABLE TERMS THAN THEY COULD OTHERWISE GET. MOST OF
THE LOANS ARE REPAID, AND THE AGENCIES PROPERLY TAKE CREDIT FOR CREATING OR
SAVING THOUSANDS OF JOBS FOR LONG ISLANDERS.
FOR SOME LOANS, HOWEVER, THE SYSTEM HAS A HIDDEN UNDERSIDE. THIS IS A WORLD
WHERE OFFICIALS WITH AUTHORITY OVER LOANS MAKE PRIVATE BUSINESS DEALS WITH
BORROWERS. IT IS A WORLD WHERE THE SBA HAS SUBSIDIZED ALLEGED ORGANIZED
CRIME FIGURES WHOSE BUSINESSES THEN COLLAPSED. IT IS A WORLD OF
UNDISCLOSED, POSSIBLY ILLEGAL CONSULTING PAYMENTS; OF IMPROPER GRATUITIES; OF
PRIVATE INTERESTS GAINING EFFECTIVE CONTROL OVER THE LENDING OF GOVERNMENT
FUNDS.
NEWSDAY'S INVESTIGATION FOUND THAT THE SBA PROGRAM ON LONG ISLAND IS TROUBLED BY
SOME OF THE SAME PROBLEMS THAT FIGURE IN THE CURRENT NATIONAL DEBATE OVER THE
FUTURE OF THE SBA: FAILURE TO SECURE SOME LOANS WITH ADEQUATED COLLATERAL;
FAILURE TO PREVENT COLLATERAL FROM DISAPPEARING WHEN SOME LOANS GO BAD; AND
FAILURE TO PREVENT CRIMINALS FROM EXPLOITING THE PROGRAM.
THE REAGAN ADMINISTRATION HAS PROPOSED DRASTIC CUTS IN THE SBA'S BUDGET. THE
DEBATE OVER THE AGENCY'S FUTURE CENTERS ON WHETHER THE AGENCY'S LENDING PROGRAMS
ARE FAIR AND WHETHER THEIR IMPACT ON THE NATION'S ECONOMY IS WORTH THE MONEY.
BOTH THE SBA AND JDA DELEGATE A SIGNIFICANT AMOUNT OF THEIR DECISION MAKING IN
GRANTING LOANS TO LOCAL DEVELOPMENT CORPORATIONS -- QUASI-GOVERNMENTAL COMMUNITY
ORGANIZATIONS THAT FUNCTION AS OFFICIAL ARMS OF THE LENDING AGENCIES. THREE OF
THE STATE'S MOST ACTIVE DEVELOPMENT CORPORATIONS HAVE OPERATED ON LONG ISLAND:
THE LONG ISLAND ECONOMIC DEVELOPMENT CORP. AND THE BI-COUNTY DEVELOPMENT CORP.
NEWSDAY'S YEARLONG INVESTIGATION CENTERED ON THOSE THREE AGENCIES AS WELL AS SBA
AND JDA. IN MANY INSTANCES, SBA OFFICIALS REFUSED REPORTERS ACCESS TO KEY
RECORDS, CLAIMING CONFIDENTIALITY. ONE LOCAL DEVELOPMENT CORPORATION OFFERED TO
PRODUCE ALL OF ITS RECORDS, THEN CLAIMED MOST OF THEM WERE MISSING. IN ALL, IT
TOOK 22 FORMAL REQUESTS UNDER THE FREEDOM OF INFORMATION ACT FOR NEWSDAY TO
OBTAIN THE RECORDS ON WHICH THESE STORIES ARE PARTIALLY BASED. MANY OTHER
RECORDS STILL ARE BEING WITHHELD.
NEVERTHELESS, THE NEWSDAY INVESTIGATION FOUND THAT:
THE LONG ISLAND DEVELOPMENT CORP.'S TOP OFFICIAL, STEVEN D. GURIAN, ADMITS HE
HAS HAD CONSULTING DEALS, UNDISCLOSED OWNERSHIP INTERESTS OR OTHER BUSINESS
DEALS WITH SEVEN COMPANIES THAT GOT $5,716,000 IN GOVERNMENT LOANS WITH HIS
HELP. ONE LOAN RECIPIENT, GURIAN SAID, GAVE HIM TIMESHARE UNITS FOR FOUR WEEKS
EACH YEAR IN A LUXURY RESORT. GURIAN DENIED ANY WRONGDOING BUT ACKNOWLEDGED THAT
HIS DEALS DID REPRESENT "AN APPARENT CONFLICT OF INTEREST.
LONG ISLAND BUSINESSES WITH TIES TO ORGANIZED CRIME HAVE
OBTAINED AT LEAST $1,635,000 IN SBA LOANS, AND ALL THOSE LOANS HAVE GONE BAD.
THOSE WHO HAVE BENEFITED INCLUDE SALVATORE AVELLINO AND MICHAEL FRANZESE, BOTH
IDENTIFIED BY ATHORITIES AS IMPORTANT FIGURES IN ORGANIZED CRIME.
FRANZESE DENIES INVOLVEMENT IN ORGANIZED CRIME. AVELLINO DID
NOT RESPOND TO SEVERAL REQUESTS FOR AN INTERVIEW.
JDA OFFICIALS SAID DONALD GALLAGHER, BI-COUNTY'S FORMER CHIEF OPERATING OFFICER,
DID NOT DISCLOSE TO THE JDA HIS FINANCIAL CONNECTION TO SEVEN PROJECTS THAT
RECEIVED JDA LOANS TOTALING $5,031,001 ON BI-COUNTY'S RECOMMENDATION. GALLAGHER
WAS A PAID CONSULTANT TO THE BORROWERS OR THEIR CONTRACTORS ON THOSE PROJECTS.
AFTER NEWSDAY QUESTIONED GALLAGHER'S ROLE, HE WAS REMOVED FROM BI-COUNTY'S TOP
POST BUT REMAINS ON ITS BOARD, WHICH INCLUDES A BROKER AND A LAWYER WHO ALSO
HAVE REPRESENTED BI-COUNTY BORROWERS. GALLAGHER REFUSED TO COMMENT.
AS A BI-COUNTY DIRECTOR, SUFFOLK COUNTY'S COMMISSIONER OF ECONOMIC DEVELOPMENT,
JOSEPH GIACALONE, VOTED TO APPROVE A $304,000 LOAN TO A COMPANY FOR LAND AND A
NEW BUILDING WITHOUT DISCLOSING THAT HE WAS A PARTNER IN THE FIRM SELLING THE
COMPANY THE LAND. GIACALONE AT FIRST CALLED HIS ACTION "AN ERROR ON MY
PART" BUT LATER DENIED ANY CONFLICT.
LOCAL SBA OFFICIALS OVERRULED ONE OF THEIR OWN LOAN OFFICERS AND LOANED $500,000
TO A FINANCIALLY TROUBLED COMPANY AFTER GETTING A PHONE CALL FROM PETER NEGLIA,
THEN REGIONAL SBA DIRECTOR. NEGLIA HAS ACKNOWLEDGED THAT HE MADE THE CALL AT THE
REQUEST OF FORMER SUFFOLK GOP LEADER ROBERT CURCIO, SR., WHO WAS A CONSULTANT TO
THE COMPANY SEEKING THE LOAN. NEWSDAY HAS TRACED $28,000 IN CHECKS FROM THE
COMPANY TO CURCIO -- NEVER DISCLOSED TO THE SBA AS REQUIRED BY LAW. NEGLIA HAS
SINCE BEEN PROMOTED TO ACTING SBA CHIEF OF STAFF IN WASHINGTON. THE LOAN WENT
BAD AFTER FIVE MONTHS.
THE QUESTIONED SBA LENDING PRACTICES FOUND BY NEWSDAY CREATE EXTRA COSTS FOR THE
TAXPAYERS BEYOND JUST THE DOLLAR AMOUNT OF THE BAD LOANS. WHEN THE GOVERNMENT
SUBSIDIZES A BUSINESS THAT FAILS, THERE IS A RIPPLE EFFECT: UNPAID BILLS TO
OTHER BUSINESSES, UNPAID STATE AND LOCAL TAXES, UNPAID UTILITY AND WORKERS
COMPENSATION BILLS, UNEMPLOYMENT INSURANCE FOR WORKERS WHO LOST JOBS.
ULTIMATELY, THE PUBLIC ABSORBS ALL THOSE COSTS.
AND THE ETHICAL QUESTIONS IN BOTH THE SBA AND JDA PROGRAMS POSE THE DANGER OF
ANOTHER KIND OF LOSS TO THE PUBLIC -- FAILURE OF THESE LOAN PROGRAMS TO REACH
THEIR FULL ECONOMIC POTENTIAL. THAT THESE LOANS HAVE BROUGHT INCREASED
EMPLOYMENT AND PROSPERITY TO LONG ISLAND IS UNQUESTIONED. BUT CRITICS ASK
WHETHER THERE WOULD BE EVEN MORE JOBS AND GREATER PROSPERITY ON THE ISLAND IF
MORE GOVERNMENT LOANS WENT TO COMPANIES WITH THE BEST POTENTIAL FOR CREATING
EMPLOYMENT AND FEWER WENT TO FIRMS WITH THE BEST PRIVATE CONNECTIONS TO LENDING
OFFICIALS.
THE ISLAND'S LOAN MASTER
STEVEN D. GURIAN HAS SPENT MOST OF HIS ADULT LIFE MASTERING THE INTRICACIES OF
THE FEDERAL SMALL BUSINESS ADMINISTRATION, AND THE MORNING OF JUNE 25, 1984,
MARKED A PROUD POINT IN HIS MULTIFACETED CAREER.
AT A BANQUET ROOM IN THE SMITHTOWN SHERATON, SEVERAL DOZEN POLITICIANS, BANKERS,
BROKERS AND SBA OFFICIALS GATHERED OVER A BREAKFAST OF SCRAMBLED EGGS, SAUSAGE
AND DANISH PASTRIES FOR CEREMONIES HONORING GURIAN AS AN IMPORTANT FORCE IN LONG
ISLAND'S ECONOMIC DEVELOPMENT.
AT A DAIS DECORATED WITH A LARGE BANNER THAT READ "LONG ISLAND DEVELOPMENT
CORP.," OFFICIALS FROM STATE, COUNTY AND FEDERAL AGENCIES PRAISED GURIAN,
WHO HEADS THE LIDC, FOR HIS GOVERNMENT EXPERTISE, HIS BUSINESS ACUMEN, HIS HARD
WORK. THE SBA'S THEN-REGIONAL DIRECTOR, PETER NEGLIA, GAVE HIM A LARGE PLAQUE.
THE PLAQUE WAS AN AWARD TO THE LIDC FOR BECOMING THE MOST ACTIVE DEVELOPMENT
CORPORATION OF ITS KIND IN THE COUNTRY, PROCESSING MORE THAN $15 MILLION IN SBA
LOANS DURING THE PREVIOUS YEAR. ALTHOUGH LITTLE KNOWN TO THE GENERAL PUBLIC,
SBA-CERTIFIED DEVELOPMENT CORPORATIONS SUCH AS GURIAN'S PLAY AN INFLUENTIAL ROLE
IN TODAY'S WORLD OF INDUSTRIAL FINANCE.
GURIAN HAS HIS BOARD OF DIRECTORS -- A GROUP OF PUBLIC OFFICIALS, BANKERS,
BROKERS AND LAWYERS -- REVIEW AND VOTE ON MILLIONS OF DOLLARS A YEAR IN LOAN
APPLICATIONS FROM COMPANIES SEEKING FINANCING FROM THE SBA AND ITS COUNTERPART
IN STATE GOVERNMENT, THE JOB DEVELOPMENT AUTHORITY. BOTH NASSAU AND SUFFOLK
COUNTIES GIVE THE LIDC FINANCIAL SUPPORT.
LIDC IS ONE OF A NETWORK OF QUASI-PUBLIC DEVELOPMENT FIRMS AND AGENCIES ON LONG
ISLAND AND ELSEWHERE THAT HAVE RESULTED FROM GOVERNMENTAL DECISIONS TO FARM OUT
THE PROCESSING OF SMALL BUSINESS LOAN APPLICATIONS. THE SBA AND JDA HAVE THE
FINAL WORD ON THESE APPLICATIONS, BUT THEY GENERALLY FOLLOW THE RECOMMENDATIONS
OF THE LIDC AND SIMILAR AGENCIES.
SINCE GURIAN IS THE LIDC'S FULL-TIME EXECUTIVE DIRECTOR, HE SAID HIS OWN
RECOMMENDATION USUALLY DETERMINES HOW THE BOARD VOTES. "I HAVE A PRETTY BIG
INPUT ON THE WAY THE BOARD REACTS PRIMARILY BECAUSE I'M PREPARING THE PIECE OF
PAPER THAT WE SEE," GURIAN SAID. "THEY ONLY SEE WHAT I GIVE THEM TO
SEE."
THE NEWSDAY INVESTIGATION FOUND THAT GURIAN HAS USED HIS POSITION WITH THE LIDC
AND TWO OTHER LOCAL DEVELOPMENT AGENCIES FOR HIS OWN FINANCIAL GAIN. HE HAS DONE
THIS IN SEVERAL WAYS, INCLUDING ACTING AS A PAID FINANCIAL CONSULTANT TO LOAN
APPLICANTS, ENGAGING IN PRIVATE BUSINESS DEALS WITH OTHER BORROWERS, AND
STEERING AT LEAST TWO OTHERS TO A FINANCE COMPANY THAT HE HEADED.
GURIAN MAINTAINS HE HAS DONE NOTHING WRONG. AND REGULATIONS COVERING SUCH
ACTIVITY ARE FUZZY OR NONEXISTENT. BUT GURIAN'S INDUSTRY PEERS AND SENIOR
OFFICIALS FROM THE COUNTY, SBA AND JDA CONTACTED BY NEWSDAY SAY HE HAS ACTED
IMPROPERLY. "IF YOU CHECK THE INDUSTRY, YOU'LL FIND IT'S NOT A STANDARD
PRACTICE," SAID SBA OFFICIAL WAYNE FOREN. "IT'S ONE OF THOSE THINGS
YOU JUST DON'T EXPECT PEOPLE TO DO."
GURIAN RUNS A PRIVATE CONSULTING BUSINESS, GURIAN CONSULTANTS INC., THAT
OPERATES FROM A SMALL ONE-ROOM OFFICE AT 300 OLD COUNTRY RD., MINEOLA. THERE IS
NO SIGN ON THE DOOR AND NO PHONE LISTING.
IN A SERIES OF INTERVIEWS, GURIAN ACKNOWLEDGED THAT HE HAS HAD CONSULTING DEALS,
UNDISCLOSED OWNERSHIP INTERESTS OR OTHER BUSINESS TIES WITH AT LEAST SEVEN
COMPANIES. THOSE COMPANIES GOT GOVERNMENT LOANS TOTALING $5,716,000 WITH HIS
HELP. HE SAID HE HAS WORKED AS A PRIVATE CONSULTANT TO SIX OF THE COMPANIES AND
HOLDS AN OPTION FOR A 10 PERCENT SHARE OF THE SEVENTH.
HE ALSO HAS BEEN A PAID FINANCIAL ADVISER TO ONE OF THOSE COMPANIES, GURNEY'S
INN, WHILE HELPING THE LUXURIOUS MONTAUK RESORT GET GOVERNMENT LOANS THROUGH ONE
OF HIS LOCAL DEVELOPMENT CORPORATIONS. GURNEY'S PRESIDENT, GURIAN SAID, ALSO HAS
GIVEN HIM TIME-SHARE APARTMENT UNITS AT THE RESORT FOR FOUR WEEKS EACH YEAR.
TWO MORE OF GURIAN'S BUSINESS DEALS WITH SBA BORROWERS INVOLVE A MEXICAN AUTO
PARTS COMPANY IN WHICH HE OWNS STOCK. UNTIL A FEW YEARS AGO, HE SAID, HE SERVED
AS THAT COMPANY'S U.S. PURCHASING AGENT, COLLECTING A PERCENTAGE OF SALES.
GURIAN SAID HE OBTAINED SALES CONTRACTS FOR THE MEXICAN COMPANY FROM TWO
COMPANIES THAT GOT SBA LOANS THROUGH ANOTHER DEVELOPMENT CORPORATION THAT HE
CONTROLS, THE LONG ISLAND ECONOMIC DEVELOPMENT CORP. (LIEDC). "IT WAS A
SIZEABLE AMOUNT OF BUSINESS, AND IT WAS VERY, VERY PROFITABLE," GURIAN
SAID.
A CAR DEALER WHO GOT A $500,000 SBA LOAN THROUGH GURIAN SAID GURIAN SOLICITED
HIM, WHILE DISCUSSING A POSSIBLE SECOND LOAN, TO BUY PARTS FROM THE MEXICAN
COMPANY. "HE INSINUATED THAT IF I DID SOME BUSINESS WITH HIM, THERE WOULD
BE NO PROBLEM WITH THE LOAN," SAID WALTER DONOR, PROPRIETOR OF THE
NOW-DEFUNCT RUMPLIK CHEVROLET IN EAST ISLIP, WHO WAS RECENTLY INDICTED ON TAX
EVASION CHARGES. "THERE WAS A CONVERSATION ABOUT HOW WE COULD MAKE A LOT OF
MONEY ON OVERSEAS PARTS, BUT IT NEVER MATERIALIZED."
GURIAN SAID HE ALWAYS DISCLOSES TO THE GOVERNMENT AGENCIES AND HIS BOARD WHEN HE
HAS A FINANCIAL INVOLVEMENT WITH A LOAN APPLICANT. "IT'S A FULL
DISCLOSURE," HE SAID. LIDC MINUTES SHOW THAT HE DID DISCLOSE AT LEAST TWO
CONSULTING RELATIONSHIPS AND ABSTAINED FROM THE VOTES. AND SINCE GURIAN SAID HE
COULDN'T FIND MOST OF THE RECORDS FOR TWO OF HIS OTHER LOCAL DEVELOPMENT
CORPORATIONS, IT WAS IMPOSSIBLE TO DETERMINE WHETHER HE HAD MADE SIMILAR
DISCLOSURES TO THOSE BOARDS.
BUT LOCAL GOVERNMENT, SBA AND JDA OFFICIALS SAID THAT GURIAN HAD NEVER ADVISED
THEM OF THE EXTENT TO WHICH HE WAS INVOLVED WITH LOAN RECIPIENTS. THEY SAID THAT
THEY CONSIDERED HIS ACTIVITIES IMPROPER AND THAT HE SHOULD HAVE DISCLOSED THEM.
"IT IS SOMETHING THAT FLIES IN THE FACE OF WHAT WE'RE TRYING TO DO, WHICH
IS TO GET FULL DISCLOSURE OF ANY KIND OF INTEREST BY ANY OF THE PARTIES,"
SAID ROBERT DORMER, PRESIDENT OF JDA. FOREN OF THE SBA SAID: "THAT'S
SOMETHING WE WOULD NOT PERMIT, AND I WOULD HAVE TO LOOK INTO IT." ROY
CACCIATORE, NASSAU COUNTY'S COMMISSIONER OF COMMERCE AND INDUSTRY, WHO SITS ON
THE LIDC BOARD, COMMENTED: "GURIAN CAN BE REPLACED."
TOP OFFICIALS OF FOUR OF THE NATION'S LARGEST DEVELOPMENT CORPORATIONS SAID THEY
CONSIDERED SIDE DEALS WITH LOAN RECIPIENTS WRONG. THEIR ATTITUDE WAS VOICED BY
MARSHALL LUSTIG, EXECUTIVE DIRECTOR OF THE NEW YORK BUSINESS DEVELOPMENT
CORPORATION, WHO SAID: "IF WE HAD A DIRECTOR TAKING PART IN SUCH AN
ACTIVITY WE WOULD ASK THAT PERSON TO CEASE AND DESIST FROM THAT ROLE OR TO
RESIGN FROM THE BOARD."
GURIAN FOUNDED HIS FIRST SBS-CERTIFIED DEVELOPMENT CORPORATION, THE LONG ISLAND
ECONOMIC DEVELOPMENT CORP., IN 1969. THE LIEDC STARTED AS A SHOESTRING
OPERATION, GURIAN SAID, "SOMETHING I RAN FROM MY BRIEFCASE," AND GREW
TO BE ONE OF THE STATE'S MOST ACTIVE DEVELOPMENT CORPORATIONS.
IN 1980, CONGRESS CREATED ANOTHER SBA PROGRAM TO HELP EXPANDING BUSINESSES BUY
LAND AND BUILDINGS. TO PARTICIPATE, COMMUNITIES HAD TO FORM DEVELOPMENT
CORPORATIONS. NASSAU AND SUFFOLK COUNTIES CREATED THE LIDC, CHOOSING GURIAN AS
EXECUTIVE DIRECTOR. GURIAN SAID HE WAS THE LOGICAL CHOICE BECAUSE OF HIS SBA
EXPERTISE.
THE COUNTIES CONTRIBUTED $30,000 IN START-UP MONEY, AND EACH ASSIGNED ONE OF ITS
ECONOMIC DEVELOPMENT OFFICIALS TO THE LIDC STAFF. LIDC STATIONERY CARRIES THE
OFFICIAL SEAL OF BOTH COUNTIES AND LISTS THEIR ECONOMIC DEVELOPMENT DEPARTMENTS
AS BRANCH OFFICES OF LIDC. AND IN 1983 THE STATE JDA DESIGNATED THE LIDC AS A
JDA "BRANCH BANK," ACCEPTING LOAN APPLICATIONS DIRECTLY FROM THE LIDC
WITHOUT INDEPENDENT STAFF REVIEW.
THE CREATION OF LIDC HAS PUT GURIAN INTO AN UNUSUAL POSITION. HE PERFORMS IN AN
OFFICIAL CAPACITY FOR FOUR DIFFERENT GOVERNMENT ENTITIES: NASSAU COUNTY, SUFFOLK
COUNTY, THE JDA AND THE SBA. BUT SINCE HE DRAWS A SALARY FROM NONE OF THEM, HE
IS TECHNICALLY NOT A GOVERNMENT EMPLOYEE. HE SAID THAT HE RECENTLY BEGAN DRAWING
A SALARY OF $286 A WEEK FROM LIDC BUT ADDED THAT HE IS INDEPENDENTLY WELL-OFF.
CONSULTING DEALS
TWO COMPANIES THAT GURIAN SAID WERE HIS CONSULTING CLIENTS GOT LOANS AFTER A
1982 SBA REGULATION PROHIBITING MANAGEMENT CONSULTING RELATIONSHIPS. THEY WERE
ALLIED BAKERS CO. INC. OF WESTBURY AND ALUMINUM LOUVRE CORP. OF OLD BETHPAGE.
ALTHOUGH GURIAN ABSTAINED FROM LIDC VOTES ON BOTH COMPANIES, DOCUMENTS EXAMINED
BY NEWSDAY SHOW THAT HE HAD A PERSONAL ROLE IN BOTH LOAN APPLICATIONS.
OFFICIALS OF THESE COMPANIES AND OTHER FIRMS THAT USED GURIAN AS A CONSULTANT
REFUSED TO SAY HOW MUCH THEY PAID HIM, AND GURIAN ALSO HAS DECLINED TO DISCLOSE
HIS FEES.
RECORDS SHOW THAT GURIAN MADE THE REQUIRED FIELD VISIT TO ALLIED BAKERS BEFORE
THE LDIC APPROVED A $230,000 SBA LOAN LAST YEAR. GURIAN WROTE A REPORT
CONCLUDING: "RESULTS OF INTERVIEW: POSITIVE." HE ALSO WROTE TO LONG
ISLAND TRUST CO. ABOUT ITS SHARE OF THE FINANCING PACKAGE, SAYING "WE
SHOULD BE ABLE TO COMPLETE AN IRREVOCABLE COMMITMENT WITHIN 45 DAYS ..." AT
THAT POINT THE LIDC BOARD HAD NOT VOTED ON THE LOAN.
THAT WAS ALLIED BAKERS' THIRD SBA LOAN -- TWO THROUGH GURIAN DEVELOPMENT
CORPORATIONS -- BRINGING THE TOTAL TO $1,130,000. GURIAN SAID HE HAS BEEN A
CONSULTANT TO ALLIED SINCE THE EARLY 1970'S. ALLIED'S PRESIDENT, NELSON WOLTHER,
PRAISED GURIAN'S ASSISTANCE TO HIS COMPANY AND SAID THERE WAS NOTHING IMPROPER
IN HIS ROLE.
LAST YEAR, ALUMINUM LOUVRE GOT A $255,000 SBA LOAN AND A $220,000 JDA LOAN
THROUGH LIDC TO BUY THE OLD BETHPAGE BUILDING IT HAD BEEN RENTING. GURIAN
ABSTAINED ON THE VOTE, BUT THE JDA'S FILE INCLUDES A LETTER TO GURIAN AT LIDC
FROM MELVIN GREENBERG, A PARTNER IN THE COMPANY. "THANK YOU FOR ALL YOUR
EFFORTS ON BEHALF OF ALUMINUM LOUVRE CORPORATION RELATIVE TO THE SBA AND JDA
LOANS," GREENBERG SAID. GREENBERG HAS DENIED PAYING GURIAN AS A CONSULTANT.
FOUR OTHER COMPANIES THAT GURIAN SAID HE REPRESENTED AS A CONSULTANT GOT LOANS
THROUGH HIS EARLIER DEVELOPMENT CORPORATIONS, THE LIEDC OR A SISTER CORPORATION,
THE SECOND LONG ISLAND DEVELOPMENT CORP. HE IDENTIFIED THE COMPANIES AS GURNEY'S
INN OF MONTAUK, AJAC TRANSMISSION PARTS INC. OF ELMONT, WALTRON AUTOMOTIVE
PRODUCTS INC. OF PORT JEFFERSON AND ALLISON AUDIO PRODUCTS INC. OF HAUPPAUGE.
BUT HE TOLD REPORTERS THAT NEARLY ALL RECORDS OF LIEDC AND SECOND LIEDC LOANS
HAD BEEN LOST.
GURIAN SAID HE WAS "ON RETAINER WITH AJAC FOR SEVEN, EIGHT YEARS, MAYBE
MORE." GURIAN HOLDS AN INSURANCE LICENSE AND SAID HE ALSO SOLD A PENSION
PLAN TO THE COMPANY'S OWNER, JERRY JACOBY. AJAC GOT FIVE SBA LOANS TOTALING
$948,000. GURIAN SAID HE NEGOTIATED A SALES CONTRACT BETWEEN AJAC AND THE
MEXICAN COMPANY, SERVICO GM AFINACIONES FRENOS Y SERVICIO S.A., THAT EMPLOYED
HIM AS ITS PURCHASING AGENT. "I WOULD GET A PERCENTAGE FROM THE TOTAL
PURCHASE," GURIAN SAID. AJAC'S PRESIDENT, JERRY JACOBY, SAID GURIAN'S
CONSULTING "HAD NOTHING TO DO WITH THE LOANS."
ANOTHER CONSULTING CLIENT THAT MADE A SALES DEAL WITH GURIAN'S MEXICAN COMPANY
WAS WALTRON, WHICH GOT A $40,000 SBA LOAN THROUGH LIEDC IN 1969. ONE PRINCIPAL,
REINHOLD STOLL, SAID GURIAN BECAME A CONSULTANT AS SOON AS THE COMPANY WAS
FORMED. "HE WAS ON THE STAFF, MORE OR LESS," STOLL SAID. GURIAN
CONCEDED THAT HE SOLD INSURANCE TO WALTRON, HELPED ONE OF ITS PRINCIPALS GET HIS
HOUSE REMOVED AS COLLATERAL ON THE LOAN AND ENTERED INTO A CONSULTING AGREEMENT
TO GO TO MEXICO FOR WALTRON TO LOOK INTO AN INVESTMENT THERE.
GURIAN SAID HE ALSO APPROACHED ANOTHER BORROWER, BARAD AUTO INDUSTRIES CORP. OF
HAUPPAUGE, WHICH GOT A $388,000 SBA LOAN THROUGH LIEDC IN 1980, ABOUT BUYING
PARTS FROM THE MEXICAN COMPANY. "WE TRIED, BUT THEY ALREADY HAD A SOURCE OF
SUPPLY FROM TEXAS FOR THE SAME PRODUCT," GURIAN SAID.
STILL ANOTHER GURIAN TIE WITH AN SBA BORROWER INVOLVES MGW MANUFACTURING CORP.
OF BOHEMIA, WHICH MAKES TRANSMISSION PARTS. WHEN THE COMPANY WAS FORMED IN 1975,
GURIAN SAID, ONE INVESTOR WANTED TO KEEP HIS IDENTITY CONFIDENTIAL. GURIAN SAID
THE INVESTOR HIRED HIM TO SET UP A BLIND TRUST THROUGH WHICH THE INVESTOR LOANED
MONEY TO MGW. AS PART OF THE DEAL, GURIAN SAID HE GOT AN OPTION ON 10 PERCENT OF
MGW'S STOCK AND STILL HOLDS THE OPTION.
IN 1977, MGW GOT TWO SBA LOANS TOTALING $460,000. GURIAN SAID HE GAVE THE
COMPANY SOME ADVICE ON HOW TO GET THE LOANS BUT DID NOT FEEL HE SHOULD HAVE BEEN
DISCLOSED TO THE SBA AS A CONSULTANT. "SINCE I HAVE KNOWLEDGE, I TOLD THEM
HOW TO PROCEED, AND THEY PROCEEDED COMPLETELY ON THEIR OWN."
ANOTHER GURIAN CONSULTING CLIENT, ALLISON AUDIO PRODUCTS, GOT A $63,000 SBA LOAN
THROUGH THE LIEDC IN 1973. THE COMPANY'S FOUNDER, LOUIS LIGATOR, SAID GURIAN
ALSO HELPED HIM GET A $193,000 JDA LOAN THE SAME YEAR TO ACQUIRE A BUILDING IN
HAUPPAUGE. LIGATOR SAID GURIAN'S CONSULTING WORK WAS NOT RELATED TO THE
GOVERNMENT LOANS. "I ASKED HIM ABOUT OTHER BUSINESSES THAT I WAS INVOLVED
IN," LIGATOR SAID. "STEVE GURIAN IN HIS POSITION HAS DONE A LOT FOR
THE ISLAND IN MY PERSONAL OPINION. HE'S A HARD-WORKING MAN AND HAS HELPED A LOT
OF BUSINESSES."
GURNEY'S INN
DURING THE MID-1970'S, WHEN RISING GASOLINE PRICES WERE THREATENING EAST END
TOURISM, GURIAN AND HIS SECOND LONG ISLAND DEVELOPMENT CORP. WON FAVORABLE
PUBLICITY FOR ARRANGING A FINANCING PACKAGE TO EXPAND GURNEY'S INN IN MONTAUK.
THE OCEANFRONT RESORT IS ONE OF THE LARGEST EMPLOYERS IN THE EAST END, AN AREA
TROUBLED BY UNEMPLOYMENT AND A SEASONAL ECONOMY.
THE INITIAL PACKAGE WAS $984,000 IN SBA LOANS AND $615,000 LOAN FROM ANOTHER
FEDERAL AGENCY, THE ECONOMIC DEVELOPMENT ADMINISTRATION. GURNEY'S PROPRIETOR,
NICK MONTE, SAID OF GURIAN AND THE DEVELOPMENT CORPORATION: "THEY HELPED
PUT ALL THIS TOGETHER, AND THEY HAVE BEEN VERY, VERY HELPFUL. I THINK HE'S BEEN
A BOON TO EASTERN LONG ISLAND AND ALL OF LONG ISLAND."
WHAT WAS NOT DISCLOSED, EITHER TO THE PUBLIC OR TO THE LENDING AGENCIES, WAS
THAT GURIAN HAS BEEN A PAID FINANCIAL CONSULTANT TO GURNEY'S -- BY HIS OWN
ACCOUNT -- FOR THE PAST 15 YEARS. "I WAS THEIR CHIEF FINANCIAL
ADVISER," GURIAN SAID. "I GOT THEM ALL THEIR FINANCING."
THE EDA, LIKE THE SBA, REQUIRES BORROWERS TO DISCLOSE ON THEIR LOAN APPLICATIONS
ANYONE WHO PROVIDED SERVICES IN GETTING THE LOAN AND THE FEES PAID. BY 1978,
GURNEY'S NEEDED MORE FINANCING, AND THE EDA AGREED TO GUARANTEE ANOTHER $600,000
LOAN. THE RESORT ALSO RECEIVED ANOTHER SBA LOAN FOR $106,000 IN 1978. BY THEN,
GURIAN WAS NOT ONLY GURNEY'S FINANCIAL CONSULTANT, BUT ALSO A DIRECTOR AND
STOCKHOLDER.
THE APPLICATION, HOWEVER, DID NOT LIST GURIAN'S CONNECTIONS WITH THE COMPANY.
INSTEAD, GURIAN'S NAME APPEARED IN A DIFFERENT ROLE. HE SIGNED THE FORM GIVING
THE REQUIRED LOCAL ENDORSEMENT OF THE PROJECT AS THE PRESIDENT OF THE LIEDC.
EACH EDA LOAN APPLICATION MUST CARRY THE FAVORABLE RECOMMENDATION OF A LOCAL
ECONOMIC DEVELOPMENT OFFICIAL.
GURIAN SAID MUCH OF HIS WORK FOR GURNEY'S WAS DONE FREE OF CHARGE. "I THINK
IF YOU TOOK THE SUM TOTAL OF ALL REMUNERATIONS FROM NICK FOR THE PAST 15 YEARS,
I DOUBT IF IT'S THREE OR FOUR THOUSAND DOLLARS," GURIAN SAID. HE ADDED,
HOWEVER, THAT IN 1982 HE WAS GIVEN FOUR ONE-WEEK TIME-SHARE UNITS IN A NEW
SECTION OF THE INN. HIS SHARES ARE VALUED AT $31,000.
MONTE SAID GURIAN PAID FOR THE UNITS, AND SUFFOLK REAL ESTATE RECORDS LIST
GURIAN AMONG THE DEBTORS TO THE BANK THAT FINANCED THE TIME PAYMENTS FOR THE
UNITS. BUT GURIAN SAID THE UNITS WERE A GIFT TO HIM FROM MONTE. HE ADDED:
"I DID AN AWFUL LOT FOR NICK MONTE PERSONALLY ... I WAS AT HIS SIDE
CONSTANTLY, WITH ATTORNEYS, WITH ACCOUNTANTS, REAL ESTATE. I WOULD SAY THAT HE
WOULD SAY THAT HE HAS A DEBT THAT CAN'T BE REPAID. SO WHEN THE UNITS CAME UP, HE
BOUGHT A NUMBER OF THEM, I KNOW, AND HE ACQUIRED IT FOR FAMILY MEMBERS AND I'M
JUST FAMILY."
GURIAN SAID THAT MONTE RECENTLY BEGAN PAYING HIM $500 A MONTH TO TRY TO ARRANGE
A COMPLETE REFINANCING OF THE BUSINESS, WHICH HE SAID "HAS A VERY SERIOUS
PROBLEM ON THE FINANCING." ALTHOUGH MOST OF THE SBA LOANS ARE STILL PENDING
(THE SBA WOULD NOT RELEASE THE BALANCES), GURIAN SAID THIS WORK WILL NOT INVOLVE
DEALINGS WITH THE SBA BUT ONLY WITH PRIVATE FINANCIAL INSTITUTIONS.
THE MONEY STORE
GURIAN HAS WORN ANOTHER FINANCIAL HAT SEEMINGLY AS INTERCHANGEABLE AS THOSE HE
WEARS AS PROPRIETOR OF GURIAN CONSULTANTS INC. AND EXECUTIVE DIRECTOR OF LIDC
AND LIEDC. WHEN HE WAS NAMED TO THE LIDC POST, GURIAN REMAINED IN HIS PRIVATE
JOB AS PRESIDENT OF THE MONEY STORE OF NEW YORK, A BRANCH OF THE NEW
JERSEY-BASED FINANCE COMPANY BEST KNOWN FOR ITS PHIL RIZZUTO TELEVISION
COMMERCIALS.
THE MONEY STORE HAS BECOME THE NATION'S LARGEST LENDER IN THE SBA'S
GUARANTEED-LOANS PROGRAM, AND THE SUBSIDIARY THAT GURIAN HEADED HANDLES THAT
LOAN BUSINESS IN NEW YORK. THE LIDC'S OFFICES ARE IN THE MONEY STORE'S BUILDING
AT 265 GLEN COVE RD., CARLE PLACE.
JOSEPH GIACALONE, SUFFOLK'S COMMISSIONER OF ECONOMIC DEVELOPMENT AND A MEMBER OF
THE LIDC BOARD, SAID THAT AT THE INCEPTION OF LIDC HE AND OTHER BOARD MEMBERS
WERE WORRIED ABOUT GURIAN'S DUAL ROLE WITH THE AGENCY AND THE MONEY STORE OF NEW
YORK. AS A CERTIFIED SBA LENDER, THE MONEY STORE ISSUES LOANS THAT ARE 90
PERCENT GUARANTEED BY THE SBA. SINCE BOTH COUNTIES REFER PROSPECTIVE BORROWERS
TO GURIAN AT THE LIDC, GIACALONE SAID THERE WAS CONCERN IT WOULD APPEAR THAT THE
COUNTIES WERE STEERING BUSINESS TO THE MONEY STORE IF PROSPECTIVE BORROWERS
WOUND UP GETTING THEIR LOANS THERE INSTEAD OF THROUGH LIDC. HE SAID GURIAN
ASSURED HIM THAT THIS WOULD NOT HAPPEN.
GURIAN TOLD NEWSDAY, HOWEVER, THAT HE DID REFER SOME BORROWERS FROM LIDC TO THE
MONEY STORE, BUT ONLY BECAUSE HE FELT THEIR BUSINESS NEEDS WOULD BE BETTER
SERVED THERE. SBA LOANS FROM LIDC ARE RESTRICTED MAINLY TO REAL ESTATE AND
CONSTRUCTION, WHILE THE MONEY STORE OPERATES UNDER AN SBA PROGRAM THAT ALLOWS
WORKING CAPITAL LOANS.
"I DON'T BELIEVE THAT THERE WERE MAYBE MORE THAN TWO INSTANCES IN THE PAST
FOUR YEARS -- IF IT WAS THREE IT WOULD HAVE BEEN A LOT -- WHERE PEOPLE CAME TO
THE DEVELOPMENT CORPORATION AND THEY WERE NOT ELIGIBLE AND I RECOMMENDED AND
THEY CHOSE TO GO TO THE MONEY STORE," HE SAID.
A FEW DAYS AFTER NEWSDAY FIRST INTERVIEWED GURIAN LAST JUNE ABOUT HIS BUSINESS
ACTIVITIES, HE RETIRED AS PRESIDENT OF THE MONEY STORE OF NEW YORK AND SAID HE
HAD BECOME A CONSULTANT TO THE PARENT COMPANY. HE FIRST EXPLAINED THAT HE WAS
RETIRING BECAUSE HIS MONEY STORE POSITION "COULD BE AN EMBARRASSMENT"
AND "COULD BE AN APPARENT CONFLICT OF INTEREST" THAT "MIGHT LOOK
BAD FOR THE LIDC." LATER, HOWEVER, HE SAID THE RETIREMENT WAS SOLELY
BECAUSE THE TWO JOBS PUT TOO MUCH DEMAND ON HIS TIME.
WALTER LEAVITT, HEAD OF THE SBA'S LONG ISLAND OFFICE IN MELVILLE, SAID WHENEVER
GURIAN CALLED OR VISITED HIS OFFICE TO DISCUSS LOANS, HE ASSUMED GURIAN WAS
ACTING AS HEAD OF THE LIDC OR THE MONEY STORE. HE SAID THAT GURIAN NEVER TOLD
HIM ABOUT HIS PRIVATE DEALS THE SBA BORROWERS. "HE SHOULD HAVE GIVEN SOME
INDICATION." SAID LEAVITT. THE SBA REQUIRES LOAN APPLICANTS TO DISCLOSE THE
NAMES AND FEES OF CONSULTANTS AND THOSE WHO HELPED PREPARE THE APPLICATION.
LEAVITT AND GURIAN IS NOT LISTED AS A CONSULTANT ON ANY LOAN APPLICATIONS HE HAS
HANDLED.
GURIAN HAS GIVEN CONFLICTING ANSWERS ON WHETHER HIS PRIVATE CONSULTING BUSINESS
INCLUDES THE OBTAINING OF SBA LOANS. AT ONE POINT HE SAID HE CONSULTS COMPANIES
ONLY ON MATTERS UNRELATED TO GOVERNMENT LOANS. BUT, ON ANOTHER OCCASION, HE
SAID: "GENERALLY MY ANSWER IS, PLEASE, I KNOW YOU, I KNOW WHAT THE PROBLEM
IS, GET YOUR ATTORNEY, HAVE A SIT-DOWN SESSION AND I'LL TELL YOU HOW TO DO IT
AND IF YOU WANT OR IF I WANT YOU'LL COMPENSATE ME FOR THE HOUR OR THE DAY OR
WHATEVER IT IS, BUT I'M NOT GOING TO GET INVOLVED. BECAUSE IT REALLY REPRESENTS
A CONFLICT OF INTEREST. NOT JUST AN APPARENT."
HE ALSO MAINTAINS THAT ETHICAL QUESTIONS ARE LESS IMPORTANT THAN SUCCESSFUL
DEALS TO HELP LONG ISLAND'S ECONOMY. "WE'RE ALL GROWN UP PERSONS,"
GURIAN SAID. "WE ALL KNOW IF THINGS WERE DONE ACCORDING TO THE LETTER OF
THE LAW, A LOT OF MERCANTILE ACTIVITY WOULD COME TO A HALT. THERE HAS TO BE SOME
BENDING."