Outcomes measured, not narrated.
Three representative engagements, anonymized for confidentiality. The numbers are real.
Industrial manufacturer with $45M in debt under covenant pressure.
An industrial company with 800 employees faced covenant default on three credit facilities. EBITDA had declined 40% in 18 months. Creditors had initiated formal reviews.
- 01
Full capital structure diagnostic and 18-month liquidity projection
- 02
Direct negotiation with creditor committee: maturity extension and covenant waiver
- 03
Operational turnaround plan with 12 initiatives prioritized by cash flow impact
Covenants renegotiated in 90 days. EBITDA recovered to 85% of prior level in 12 months. Company successfully refinanced at 18 months.
Agtech company raises €35M for regional expansion.
An agtech scale-up operating in three countries needed capital to expand into two additional markets. Prior rounds had been small-ticket without institutional discipline.
- 01
Information memorandum with 5-year financial projections and sensitivity analysis
- 02
Round structuring combining preferred equity and convertible debt
- 03
Competitive process management with 8 pre-qualified institutional investors
€35M raised in 120 days. Valuation 2.3x higher than prior round. Two tier-one institutional investors as partners.
Third-generation family business professionalizes its board.
A family conglomerate with $120M in revenue operating across four sectors faced generational tensions and absence of formal governance. No independent board or succession plan existed.
- 01
Governance structure design with mixed board (family + independent members)
- 02
Family protocol and shareholder agreement drafting
- 03
Audit, compensation, and strategy committee implementation
Board operational in 6 months. Succession plan approved unanimously. First external audit completed. Company in process of capital markets opening.