Case Studies
J.S. Held Acquires Shechter & Everett to Expand Forensic Accounting Capabilities for Family Law Disputes in Florida
Read MoreThe client was a privately held $20 million Aviation Parts Distributor and Airplane Engine Maintenance manager based in Pennsylvania.
The Company’s credit facility was about to expire in a post-9/11 lending market inhospitable to aviation exposure. Due to industry exposure concerns and the Company’s relative risk, its lender sold the loan in the secondary market at a discount. As a result, the new lender was motivated to force a rapid repayment to maximize its return. The Company was in a very difficult situation due to personal guarantees that had been signed by several of the owners.
Our experts developed and implemented a strategy to have a vendor, whose fortunes were closely tied to the Company’s, guarantee the repayment of the loan based on certain business-level requirements. This provided comfort to the lender, stopped action against the guarantors, and allowed the Company to implement a revised business plan.
Brian F. Gleason, CTP
Senior Managing Director
Strategic Advisory Practice
+1 610 659 8118
[email protected]
> Business / Operational Assessment
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