Public case study

$5,500,000 Services financing

Management Buyout (MBO) of 50% of the remaining shares of a service company.

Transaction

Management Buyout (MBO) of 50% of the remaining shares of a service company.

Published financing features

  • 100% financing
  • Fixed rate term loan for buyout
  • Amortization of 10 years
  • Line of credit for day-to-day operations at prime + 0.50%

Published client benefits

  • Extremely competitive interest rate
  • Fixed rate with ability to repay 20% annually without penalty
  • Removed balance of sale for a reduction in purchase price by having the ability to pay 100% of the purchase up front
  • Funded file within 45 days

Historical example only. It is not a promise of terms, availability, or results for a future transaction.

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