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

$2,600,000

Business acquisition with seller rollover economics

Seller Note ($1.6M)
Senior Secured ABL ($1.0M)
Sponsor Equity via Collateral ($500K)
Convertible Rollover: 30% Common Equity
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U.S. Acquisition Financing Stack
Purchase Price $2,600,000
Seller Note $1,600,000
Senior Secured ABL $1,000,000
Sponsor Equity via Collateral $500,000
Convertible Seller Rollover $480,000
Buyer acquired 70%; seller retained economics through a convertible portion of the note equal to 30% of the note for 30% of common equity, not on the cap table at close.