Client Case Example #5

Privately held, third generation, $21M value-added, building products distribution business owned by three partners. The Owners quite literally grew up in the business, survived the economic downturn of 2009-11 and did not want to weather a storm like that again. They had received several letters from large strategic players in their industry exploring their interest to sell their business and were very interested, but unsure how to move forward.

Client Case Example #6

Privately held, $7M, multi-generational contract manufacturing business. Bank gave Client six months to exit due to unwillingness to effectively reduce a perceived customer concentration risk. The Bank had two mortgages, equipment financing and a working capital line of credit with this Client.