CASE STUDY: Industrial / Oilfield Services

Written By Grant Daunheimer

THE DEAL

SIZE: $9 Million
LOCATION: Northern British Columbia
SECTOR: Industrial/Oilfield Services
LOAN TYPE: Acquisition term loan and working capital line

THE REAL WIN FOR DWA.

Permitted a 25+ year highly successful operator the opportunity to finally own his own business setting up a family legacy. The complexities of this transaction required the Diamond Willow team to rely on their backgrounds in capital markets, equity research, investment banking, private equity, and accounting to get the deal closed.

THE CHALLENGES.

  • Minimal buyer equity available

  • Specialized equipment

  • Material portion of project-based revenue

  • A creative re-trade was required mid-way through the process

RISK MITIGANTS.

  • Cooperative seller willing to execute a multi-year transition and assume deal risk

  • Highly aligned acquisition structure mitigating risk for the senior lender

  • Strategic buyer from an experience and relationship perspective

  • Strong equipment value even though specialized

  • High graded professional advisors (legal, tax, accounting)

OUTCOME.

  • $7.5 million Bank term loan

  • $1.5 million revolving working capital facility

  • Competitive process delivered timely and attractive terms

 

BORROWER TESTIMONIAL.

“Owning my own business was always the goal, but navigating the complexities of acquisitions and financing felt overwhelming.

The team at Diamond Willow brought their expertise in deal structuring, finance, and debt to the table, making the entire process seamless. They’re not just experts—they’re relentless in their pursuit of success for their clients. They understand that business is about building strong relationships.

I wouldn’t hesitate to recommend them to anyone in need of top-notch financial advice and a team that truly has your back.“

 
Grant Daunheimer
Next

CASE STUDY: Industrial Energy Services