Case Studies

Challenge

A property owner with a 120-unit multi-family portfolio faced a $12M balloon payment with 45 days remaining. Traditional bank timelines couldn't meet the deadline.

Solution

We structured a bridge-to-permanent refinance that retired the balloon, extracted $2.4M in equity, and transitioned into a 10-year fixed-rate structure.

Challenge

A mid-market manufacturer needed $3.5M in CNC equipment to fulfill a major contract. Their bank declined due to concentration risk concerns.

Solution

We structured an equipment lease with a specialized institutional lender, enabling the purchase without impacting the existing bank relationship.

Challenge

A public company executive held $8M in concentrated stock. Selling would trigger $1.2M in capital gains and potentially signal weakness to the market.

Solution

We introduced a non-recourse securities financing structure that provided $5.6M in liquidity without selling a single share.

Challenge

A $15M-revenue services company needed to restructure debt, fund a strategic acquisition, and inject working capital — simultaneously.

Solution

We designed a hybrid capital structure combining senior term debt, a mezzanine tranche, and an AR facility to address all three objectives in a single closing.