Leveraged Buyouts/ Recapitalization Transaction Success Stories

Our Leveraged Buyouts/Recapitalizations experts are available for consultation.

Food Manufacturer, Midwest Region: $20,000,000

The financing of the acquisition of this divestiture was accomplished by supplying the buyers with a term loan for that purpose along with a working capital facility. In future years, the bank also provided CapEx financing to help the business expand. The purchase was led by an independent sponsor, along with a third party mezzanine provider who also co-invested equity.

Customer Engineered Systems and Distribution Company, West Coast: $8,000,000

Financing for this stock purchase for a majority ownership was accomplished by providing a term loan piece and a mortgage loan solution in addition to a working capital facility. The transaction was led by an independent sponsor along with two mezzanine lenders who also co-invested equity.

Hospitality Space Contractor, East Coast

Financing for this recapitalization was done through a term loan and working capital facility. In later years, the bank provided funds to help with a dividend recapitalization. This is a good story of the bank’s flexibility and patient debt capital which has been used to help support the business through tough economic downturn. The company was supported by a sponsor which provided equity and subordinated debt.

Manufacturer of Commercial Water Heater and Boiling Systems, South Region: $21,000,000

Financing was accomplished through a term loan and mortgage loan solutions, while also providing working capital facilities for the business. The monies were used to purchase the assets of the business along with refinancing existing subordinated debt. The transaction was led by a sponsor who provided mezzanine debt along with equity. There were also seller notes as part of this transaction.

To learn more
Contact Us
Become a First American Bank Insider
Get the latest financial news, business insights, and investment tips directly to your inbox.
Subscribe Now