Track Record

Closed Transactions

International LBO

NZD $1,000,000

Cross-border LBO into the United States

Sponsor Equity (10%)
Investor Equity (40%)
Acquisition Note (40%)
Equity Swap (10%)
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International LBO Capital Stack
Sponsor Equity (10%) NZD $100,000
Investor Equity (40%) NZD $400,000
Acquisition Note (40%) NZD $400,000
Equity Swap (10%) NZD $100,000
U.S. Acquisition

Multi-Tranche Structure

Business acquisition with seller rollover economics

Seller Note
Senior Secured ABL
Sponsor Equity via Collateral
Convertible Rollover
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U.S. Acquisition Financing Stack
Seller Note Subordinated seller financing
Senior Secured ABL Asset-based senior facility
Sponsor Equity via Collateral Collateral-backed sponsor equity
Convertible Rollover Note-to-equity conversion feature
The capital stack combined seller and third-party debt with sponsor equity, and included a convertible rollover feature allowing the seller to retain economics through a note-to-equity conversion.
In the News — U.S. Acquisition

Senior debt financing for this transaction was provided by US Strategic Capital Advisors, LLC ("USSC"). Coverage of the closing: