- Boston
- Chicago
Transportation and Logistics Company
Assignment
A newly formed independent sponsor investment group engaged Monroe Credit Advisors (“MCA”) to assist them in raising senior secured debt to be used to help fund the acquisition of a Southwest-based middle market transportation and logistics company. MCA worked closely with the investors to analyze the target, determine the optimum level of debt, prepare the marketing materials, and take the financing opportunity to market.
Execution
MCA contacted a broad range of potential financing sources including banks, funds, and finance and leasing companies generating a number of compelling offers. As interested investors completed their due diligence process, the financing amount and structure morphed several times as investors worked to find a mutually agreeable solution alongside the sponsor. Throughout these changes, MCA continuously provided guidance and advice to both its client and interested investors on how a deal could come together. MCA was integral in working with a complex constituent group and helped drive the closing process for a successful transaction.
MCA contacted a broad range of potential financing sources including banks, funds, and finance and leasing companies generating a number of compelling offers. As interested investors completed their due diligence process, the financing amount and structure morphed several times as investors worked to find a mutually agreeable solution alongside the sponsor. Throughout these changes, MCA continuously provided guidance and advice to both its client and interested investors on how a deal could come together. MCA was integral in working with a complex constituent group and helped drive the closing process for a successful transaction.