Sample Transactions

Online Retailer

Manufacturer & Distributor of Downhole Fluids

C-Store Operation

$47MM Bank ABL
Financial Modeling

C-Store Operation

Manufacturer & Distributor of Downhole Fluids

C-Store Operation

$30MM Term loan
Commercial Bank
Assisted in restructuring the company
Fractional CFO Placement

Manufacturer & Distributor of Downhole Fluids

Manufacturer & Distributor of Downhole Fluids

Manufacturer & Distributor of Downhole Fluids

$46MM Bank ABL

Artificial Lift Company

Manufacturer of Commercial Grade Exercise Equipment

Manufacturer & Distributor of Downhole Fluids

$42MM Bank ABL

Online Retailer

Manufacturer of Commercial Grade Exercise Equipment

Manufacturer of Commercial Grade Exercise Equipment

$1.2MM SBA Loan
Fractional CFO placement

Manufacturer of Commercial Grade Exercise Equipment

Manufacturer of Commercial Grade Exercise Equipment

Manufacturer of Commercial Grade Exercise Equipment

$2MM Term Loan
Company was initially seeking equity
StratFin Partners was able to bring in patient capital term debt with attractive pricing
Advisor and Financing Arrangement

Manufacturer of Truck Accessories

Industrial Manufacturer of Gaskets and Fasteners

Manufacturer of Truck Accessories

$6MM Total Recapitalization to take out existing bank
$2.9MM Term Debt
$1MM RLOC
$2.1MM Equity
CFO Placement

Staffing Company

Industrial Manufacturer of Gaskets and Fasteners

Manufacturer of Truck Accessories

$4MM RLOC
Rapidly growing company
Attractive rate & structure
Advisor and Financing Arrangement

Industrial Manufacturer of Gaskets and Fasteners

Industrial Manufacturer of Gaskets and Fasteners

Industrial Manufacturer of Gaskets and Fasteners

Senior Secured Acquisition Financing of $9MM
New Equipment Financing of $2.2MM
Place with working capital lender with emphasis on inventory lending in excess of A/R lending
$4MM Mezzanine Financing

Countertop Fabrication

Fabrication and Distributor of Building Materials

Industrial Manufacturer of Gaskets and Fasteners

$3.5MM Senior Secured Working Capital Facility
$500K Equipment Term Loan
Non-Bank Lender
Fractional CFO Placement

Marine Co.

Fabrication and Distributor of Building Materials

Fabrication and Distributor of Building Materials

$3.7MM Term Loan for vessel renovation
10 year amortization

Fabrication and Distributor of Building Materials

Fabrication and Distributor of Building Materials

Fabrication and Distributor of Building Materials

$4MM Acquisition Financing with Commercial Bank
$3MM Senior Secured Working Capital Facility with non-bank lender