The Customer
The customer is a contract manufacturing business serving the natural products and pharmaceutical sectors, with a focus on formulation, packaging, and fulfillment services.
The company partners with nationally recognized health and wellness brands, managing high-volume production as well as third-party logistics and fulfillment.
Due to aggressive marketing strategies and seasonal demand spikes, the business requires continuous investment in automation and equipment to maintain efficiency and meet production goals.
Challenge
Persistent cash flow constraints caused by delayed customer payments limited the company’s operational flexibility.
Upfront capital was needed to cover progress payments on long lead-time, mission-critical equipment tied to new contracts.
Competitive market conditions required timely and strategic capital deployment to support growth and protect market position.
Done Deal
Structured $4.8 million in flexible financing across multiple manufacturing and packaging lines to support the company’s expansion plans.
Coordinated directly with equipment vendors to manage milestone and progress payments, reducing administrative burden and accelerating procurement.
Reimbursed previously paid equipment expenses, freeing up internal capital that was reinvested into marketing and other growth initiatives during a critical seasonal period.
The financing solution enabled the company to scale production in line with demand while preserving liquidity and maintaining operational efficiency at a pivotal stage of growth.
