Special Situations → Financing Experience
$ 8,000,000
DIP Loan and Stalking
Horse Bidder to
National Architectural and Engineering Services Firm
with 18 offices
Pre-petition purchase of
senior loan and provided incremental credit as subsequent DIP lender in Chapter 11 in conjunction with serving as Stalking Horse Bidder
April 2022
$ 42,000,000
Out of Court Recap and
Leveraged Buy Out of
Crane rental service
provider in Southwest U.S.
with 55 mobile cranes
Sponsored out-of-court
restructuring recapitalization,
and asset purchase of crane rental business with ABL Lenders
December 2022
$ 7,000,000
Senior Secured Resource-
backed Bridge Loan and Production Royalty
Investment to
Appalachian Metallurgical
Coal Producer
Royalty Linked Convertible Bridge
Loan to recap existing convertible preferred and complete last
mile capex and opex as a prelude to RTO
October 2023
$ 5,300,000
Structured NAV Loan for
Portfolio of PE Interests,
Royalties, and Development RE
HNW Single Family
Office Company
Arranged financing as Co-
Sponsor and Asset Manager
of portfolio of private equity
interests, real property, royalties and debt to invest in public and private securities
October 2024
$ 8,000,000
DIP Loan and Stalking Horse
Bidder to
National Architectural and
Engineering Services Firm with 18 offices
Pre-petition purchase of senior loan and provided incremental credit as subsequent DIP lender in Chapter 11 in conjunction with serving as Stalking Horse Bidder
April 2022
$ 42,000,000
Out of Court Recap and Leveraged
Buy Out of
Crane rental service provider in
Southwest U.S. with 55 mobile cranes
Sponsored out-of-court restructuring recapitalization, and asset purchase of crane rental business with ABL Leanders
December 2022
$ 7,000,000
Senior Secured Resource-backed
Bridge Loan and Production
Royalty Investment to
Appalachian Metallurgical Coal Producer
Royalty Linked Convertible Bridge Loan to recap existing convertible preferred and complete last mile capex and opex as a prelude to RTO
October 2023
$ 5,300,000
Structured NAV Loan for
Portfolio of PE Interests,
Royalties, and
Development RE
HNW Single Family Office Company
Arranged financing as Co-Sponsor and Asset Manager of portfolio of private equity interests, real property, royalties and debt to invest in public and private securities
October 2024
$30,400,000
Construction Loan & Equity
Financing
Industrial Development Complex
for Outdoor Sporting Goods
Company
Co-Sponsor of Private Equity
Investment
September 2024