Lakeside has unparalleled experience and resources for finding alternative capital sources for your business. Our professionals have years of experience as asset based and cash-flow lenders for major money center and regional banks as well as national asset based lending institutions. When you engage Lakeside to help prepare your Financing Memorandum, our experience tells us how to make it easy for any potential lender to understand your business, the risks to your business and the mitigants to those risks. This depth of understanding enables us to identify and anticipate the questions the new potential lenders will have during the due diligence process all the while paving the way towards a smooth loan approval. Lakeside is committed to the notion that proper preparation prevents a poor outcome.
Our expertise and hands on approach does not end at your loan approval. We will also assist you in preparing for the loan closing and provide services for any necessary post closing events that a lender may require.
Representative Transactions
Selected to assist a private mortgage finance company refinance their current $20 million banking relationship
Selected to assist a regional wholesale distributor of petroleum products refinance their existing working capital facility
Selected to assist a collection agency to source capital so they can acquire portfolio's of distressed consumer debt
Selected to assist an importer of seasonal merchandise to refinance their existing $4 million credit facility
Selected to assist an importer of after-market automotive accessories refinance their existing $10 million obligation
Selected to assist a multi franchise automotive group restructure and refinance their $9 million in mortgage obligations along with their $4 million in term loans
Selected to assist a start up market research firm develop their business plan & strategy including all aspects of the financial model
Selected to assist a regional port storage facility operator source $8 million in real estate financing and $1 million in working capital
Selected to assist a specialty and craft beer importer source $3 million in new financing
Selected to assist a sophisticated restaurateur develop a strategic plan for new location concepts
Selected by a regional bank to prepare a business valuation in support of an acquisition
Selected by an investor to develop an acquisition strategy for a target company
Selected to assist a fractional aircraft ownership company raise $4 million in equity
Selected to assist a vertically integrated digital photo lab, studio and facilities management company develop an integration strategy and Financing Memorandum and to raise $3 million in expansion financing
Selected to assist an environmental testing lab with the development of a Financing Memorandum to source $2 million in new secured and cash flow financing
Selected to assist a $10 million revenue parts distributor with the development of a Financing Memorandum to source new debt to support its operations
Selected to source $9 million exit financing for a world premier restorer and dealer of antique and collectible cars
Selected to source $33 million revolving credit/term loan A & B facilities for an environmental/maintenance construction company
Selected to source $3 million mortgage refinance/restructure for a premier New England conference center
