Over 70 Years of Experience & $850M in Successful Transactions
$6.5 Million Loan for this Environmental Company…Can you say Pari-Passu?
So every once in a while, we get a transaction that really is pretty straightforward and no exciting plot twist is involved. This environmental company out West was one of these projects, as there was really nothing I could think of that was out of the ordinary; other...
Ammunition Manufacturing Acquisition Closed On The East Coast
When most said “no way, it’s too controversial”, we said we don’t discriminate and helped get this ammunition manufacturing acquisition on the East Coast funded. Here’s how it was done. Mike had built a pretty impressive food-service franchise portfolio and felt it...
$6.7M Ecommerce Acquisition Closed – Fishing Tackle Company Florida
We just helped a fishing reel & tackle ecommerce acquisition in Southern Florida get funded using a Pari-Passu structured deal even though there were very few hard assets. Here is the story. This fishing company does most of its business online through a website....
Employee Acquisition Of HVAC Company He Helped Build
HVAC company acquisition goes to a loyal employee who worked his way up from technician to GM and is now owner! Glad we could help. Here’s the story behind the American dream: Mark was a very loyal employee for over two decades at the HVAC company he worked for. He...
Wood Framing Company Buyout By 2 Employees In Colorado
Two employees bought out a wood framing company they worked at in Colorado for $9.5 million. Here is how we helped structure a pari-passu deal to close it. So, these two long-time employees of this wood framing market leader in Colorado wanted to buy out the company...
$10M Logistics Acquisition In Florida Just Closed
We just closed a $10 million logistics acquisition in Florida’s Treasure Coast for a seafood trucking company owner who is ready to retire after 30 years. Here’s the story… The owner of a very successful trucking company was finally ready to hang them up after 30...
Huge Success Story When Business Reaches Maximum SBA Loan Eligibility
Ok, so what happens when your client is trying to purchase a business for $4.8 million and they only have around $2.3 million in SBA eligibility left, since they currently have a $2.7 million SBA loan outstanding? Can you say “Pari-Passu”? That is the only structure...
$7.7M Blue-Sky Financing for Maintenance Company In Alaska
Our funding source is a cash flow lender, so we can finance blue sky deals (under-collateralized scenarios) just like this maintenance company in Alaska. Here's the full story... Adam worked all over the globe in the oil and gas industry, and it was taking a toll on...
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