Case Studies

Selected Engagements

Representative examples of advising clients through complex capital situations.

Liquidity Solution for Covenant-Constrained Company

Situation

Company facing covenant pressure and near-term liquidity constraints with limited options through existing channels.

Solution

Structured and sourced a flexible capital solution, while coordinating with existing lenders to manage the process.

Outcome

Extended liquidity runway and stabilized operations.

Acquisition Financing Under Tight Timeline

Situation

Sponsor required certainty of capital under a compressed timeline with deal execution at risk.

Solution

Targeted process with select capital providers and bespoke structuring to meet timeline requirements.

Outcome

Transaction executed on schedule with optimized terms.

Refinancing of Underperforming Portfolio Company

Situation

Portfolio company underperforming and unable to access traditional financing sources.

Solution

Repositioned the credit narrative and sourced alternative capital providers aligned to the situation.

Outcome

Refinanced balance sheet and preserved enterprise value.