No two deals are the same.
What does a typical deal look like? The files we work on vary greatly, from sector to size and structure. We tailor our services to fit our clients’ needs.
Case Studies
Advisor to
Purchaser of
Private Industrial
Energy Services Co.
Goal:
Individual Buyer Acquisition
Challenges:
Limited Equity, Industry Volatility
$9,000,000
Term & Revolving Facility
Advisor to
Private
Lumber Trader
Goal:
Expanded Operations/Staff
Challenges:
Stretched Leverage Metrics
$13,000,000
Revolving Facility
Private
Forestry Service Co.
Goal:
Refinancing & Growth
Challenges:
Extreme Concentration Risk
$3,150,000
Lease Consolidation
Advisor to
Private
Industrial Services Co.
Goal:
Working Capital Support
Challenges:
Recent Losses & CRA
$2,000,000
Factoring Facility
Advisor to
Private
Industrial Services Co.
Goal:
Working Capital Support
Challenges:
Recent Losses & Project Based
$1,000,000
Factoring Facility
Advisor to
Purchaser of
Private Utility Services Co.
Goal:
First Acquisition of New PE Fund
Challenges:
High Customer Concentration
$13,000,000
Term & Revolving Facility
Advisor to
Advisor to
Private
Life Sciences Co.
Goal:
Working Capital Support
Challenges:
Recent Losses & Lawsuits
$10,000,000
Revolving Facility
Private
Healthcare Co.
Goal:
Refinancing
Challenges:
Internal Processes Misalignment
$2,150,000
Term & Revolving Facility
Advisor to
Private
Utility Construction Co.
Goal:
Refinancing & Growth
Challenges:
Recent Losses & Lawsuits
$40,000,000
Term Facility
Advisor to
Private
Offshore Marine Co.
Goal:
Refinancing & Growth
Challenges:
Recent Losses & Industry Volatility
$20,000,000
Term Facility
Advisor to
Public Tech Co.
Goal:
Growth through Acquisitions
Challenges:
Unconventional A/R as Security
$7,000,000
Revolving Facility
Advisor to