Representative experience.
Selected examples across recovery, financing, liquidity, integration, and finance infrastructure. Examples are anonymized where necessary due to confidentiality.
Note: Representative examples are anonymized where necessary due to confidentiality. Quantified metrics are included only where tied to actual operator or advisory experience and should not be read as guaranteed outcomes.
$50M New Senior Facility Support for a $200M Industrial Distribution Platform
New senior facility, consolidated reporting, and integrated forecasting at a sponsor-backed distribution platform whose existing lender would not expand the facility without cleaner financials.
$15M Follow-On Equity Support for a $40M ARR SaaS Carve-Out
Follow-on equity, TSA exit re-baselining, and operating model rebuild at a sponsor-backed SaaS carve-out running below underwriting case with extended dependence on parent infrastructure.
$39M EBITDA Recovery and Refinancing Support at a $120M Specialty Manufacturer
Recovery, refinancing, and reporting credibility at a sponsor-backed specialty manufacturer that had missed plan three consecutive quarters and lost senior lender confidence.