WHO WE CONSULT FOR
Up and to the Right
Companies experiencing phenomenal growth – we help you finance that growth or capitalize and monetize from it.
"Problem" Accounts
Companies struggling to meet certain financial metrics or covenants; as a result, they have been labeled “problem child” accounts. We get our hands dirty in these situations and help provide the catalyst to change a problem into a solution.
Unhappy Customers
If you and your current partner, lender, or stakeholder aren’t seeing eye to eye, it may be time to make a change. We get involved in these unfortunate situations to help find the right replacement or takeout option available.
At a Crossroad
Companies at an operational or financial turning point looking for the right partner to help guide them through it.
INDUSTRIES SERVED
INDUSTRIALS
Building Materials
Chemicals
Industrial Services
Machinery
Manufacturing
Packaging
Plastics
SUPPLY CHAIN
Distribution
Trading
Transportation & Logistics
Warehousing
Wholesale
OTHER RELEVANT EXPERIENCE
Business Services
Consumer Products & Services
Food & Beverage
Hospitality / Gaming / Leisure
Metals, Energy, Ag.
Real Estate
CLIENT CRITERIA
COMPANY CHARACTERISTICS
- Revenue: typically $30MM+, although situational
- Geography: Continental US
- Client Dynamics:
- Founder, Entrepreneur, Family, or other closely-owned businesses
- Sponsor-backed Companies
- Companies working with Turnaround Consultants, Financials Advisors, Attorneys, and Accountants
TRANSACTION TYPES
- Asset and/or Company Sales
- Acquisition financings
- Control and non-control investments
- Growth Capital
- Refinancings
- Restructruings
- Complex capital stacks
- Syndicated capital structures