Case Studies
We have partnered with innovative companies and investment firms across various stages of growth and complexity. While we maintain client confidentiality, these examples illustrate our approach and impact.
Last-mile transportation and logistics company focused on truck rental and leasing to commercial customers in the New York Tri-State area.
Challenge
Restructure and refinance an existing $7M fleet to execute the growth plan and prepare for public markets within 24 months — while navigating rapidly increasing interest rates.
Our approach
The unique, thoughtful and strategic approach to presenting information, consistent and transparent dialogue with us and the lenders, and the relationships helped us secure an outcome that supported our growth plans at a critical time for our business.
CEO · Northeast Transportation Company
An established power company seeking to launch and scale a residential solar and battery storage business with a unique financing approach.
Challenge
Create new financing products, raise equity and debt capital, and build a comprehensive business strategy from the ground up.
Our approach
An energy company facing bankruptcy, requiring short-term bridge debt, supplier negotiations, an equity raise and enhanced risk management.
Challenge
Navigate bankruptcy; secure short-term bridge debt; switch to new suppliers; raise equity for the next growth stage; enhance risk management and fortify the business plan.
Our approach
An NTP developer and sponsor-backed distributed generation battery storage development company.
Challenge
Ground-up company ideation, strategy and leadership; secure developers, technology providers, legal resources, engineering, project structuring and company strategy; position for disposition to a long-term asset owner.
Our approach
Executing a special-situation investment to acquire the largest BPO and third-party service provider to the US retail energy industry.
Challenge
Build an investment strategy from nothing, then find and win the right platform inside a deregulated market undergoing structural change.
Our approach
Building a lending business from nothing, then deploying it.
Challenge
Stand up an entirely new debt investment strategy — origination, underwriting, structuring and portfolio construction — with no existing platform to inherit.
Our approach
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