BORROWING BASE FACILITY FOR METALS TRADER
The client had repeat purchase contracts and shipment history, but inconsistent documentation and weak controls were causing delays and mixed credit feedback.
CASE STUDIES: TRADE,
CREDIT, REAL ESTATE &
M&A DEALS
Explore case studies across trade finance, private credit, real estate and M&A. See structures, timelines, and outcomes from intake to close.
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RECEIVABLES DISCOUNTING FOR EXPORTER WITH SEASONALITY
The client needed working capital against confirmed invoices, but had seasonality and buyer concentration that required tighter eligibility and reporting.
LC CONFIRMATION LINE FOR CAPITAL EQUIPMENT IMPORTS
The client had bank-issued letters of credit but faced inconsistent acceptance by suppliers and confirming banks due to documentation gaps and unclear rules alignment.
SOLAR PORTFOLIO CAPITAL STACK FOR CONSTRUCTION TIMELINE
The sponsor needed a bankable capital stack aligned to EPC milestones and realistic covenant capacity, with a focus on preventing last-minute re-trading.
DEVELOPMENT CAPITAL FOR WASTE PROCESSING FACILITY
The project had strong demand drivers but was not yet at financial close readiness. The goal was staged capital aligned to permitting and commercial milestones.
OFFTAKE-LINKED STRUCTURE FOR INDUSTRIAL EXPANSION
The client had an offtake pathway but needed tighter contract evidence, payment mechanics, and covenant framing to support structured debt discussions.
BRIDGE FACILITY FOR TIME-SENSITIVE ACQUISITION
The buyer faced a tight closing timeline and needed a bridge pathway that did not collapse under diligence questions about DSCR, reserves, and exit.
PREFERRED EQUITY TO CLOSE AN EQUITY GAP
The sponsor had senior leverage terms but a shortfall in equity required to meet lender conditions and preserve closing milestones.
MEZZANINE REFINANCE FOR HOTEL REPOSITIONING
The asset required repositioning capex and time to stabilize. The capital request had to be framed with realistic ramp assumptions and lender protections.
UNITRANCHE PATHWAY FOR SEARCH FUND ACQUISITION
The buyer had a live LOI but needed a financing story that matched the business model, cash conversion cycle, and lender underwriting logic.
RECAPITALIZATION WITH FOUNDER LIQUIDITY AND GROWTH CAPITAL
The founder wanted partial liquidity without damaging the company’s ability to invest. The structure needed discipline on proceeds and governance.
DELAYED-DRAW FACILITY CONCEPT FOR ADD-ON STRATEGY
The platform had a credible add-on pipeline but needed a structure that did not force the lender to underwrite hypothetical targets without protections.
Acts as advisor and arranger on a best-efforts basis and is not a lender. Any transaction is subject to
diligence, KYC and AML, sanctions screening, legal documentation, security perfection, and counterparty approvals.
Outcomes depend on transaction quality, documentation, and third-party decisions.
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