Testimonial

"Operating in full cooperation with our financial sponsor, Monroe Credit Advisors worked exclusively with us to secure debt financing to refinance a maturing credit facility. Their process was extremely efficient and provided us with multiple financing options. Monroe’s efforts ultimately allowed us to select the most competitive terms and form a partnership with a new lender that now clearly understands the key attributes of our business. The relationship with our new lender is now such that we have confidence in their willingness to discuss funding our future growth."

- Chief Executive Officer

Private Equity Group

ASSIGNMENT

Monroe Credit Advisors was engaged by a financial sponsor of a market leading manufacturer of components used in conveyor systems to assist raising debt to refinance a maturing credit facility with a regional bank lender. The company partnered with Monroe Credit Advisors to transition it from a traditional cash flow facility to a unitranche structure.

EXECUTION

Monroe Credit Advisors utilized its leveraged finance experience and relationships to secure proposals from regional banks, commercial finance companies, mezzanine providers and credit funds. Monroe’s execution strategy sought to seek the best terms by combining a senior and mezzanine lender, or unitranche structure. The lender had significant experience working with financial sponsors, which contributed towards a smooth closing process. The company is now in a position to continue to execute its business plan with a partner who understands its favorable business attributes.

Category 2