Financial Services Company


A large U.S.-based financial services company and provider of residential mortgages was seeking debt capital, secured by a proprietary software system, to help finance certain identified growth initiatives. Monroe Credit Advisors was engaged with the challenge to raise a cost effective senior credit facility that was secured by specific assets and would not restrict the Company’s ability to raise a broader overall debt facility.
Monroe quickly established that the transaction required a lease or lease-like structure against the proprietary software system with options ranging from a straight lease to a sale-leaseback.  Monroe quickly ramped its execution process which included leasing companies, banks, hedge funds, debt funds, and family offices investors.  Monroe prepared materials for a market driven process and generated several compelling financing options for the Company to consider.  Monroe worked together with the management team to negotiate and select the best structure and partner for the Company moving forward.  Monroe helped drive the documentation process that resulted in a successful closing.