National Fitness Operator- $3MM – Done Deal
The Customer A national fitness operator in the high value, low price segment offering premium amenities at accessible pricing. Operates more than 175 gym locations with a robust pipeline of new club openings underway each quarter. Private equity backed and scaling footprint as part of a multi-year plan toward IPO readiness, supported by predictable recurring […]
Commercial Landscaping Services Company – $25MM – Done Deal
The Customer A private equity-backed service provider specializing in landscaping, grounds maintenance, and tree services. Challenge The company was in the midst of rapid expansion, pursuing a private equity roll-up strategy with multiple bolt-on acquisitions completed in just 18 months. This aggressive growth presented several challenges: Inconsistent historical financial reporting and the absence of audited […]
Construction Company – $10MM – Done Deal
The Customer A large, publicly traded construction company with nationwide operations.The firm has a broad range of capabilities but is especially recognized for its expertise in heavy civil construction, including major infrastructure projects such as bridges, tunnels, and roadway improvements. Challenge Although historically profitable, the company had recently faced headwinds due to inflationary pressures and […]
MRO Facility – $20MM – Done Deal
The Customer An MRO facility supported the acquisition of a 2000 BBJ VIP valued at $20,000,000. The client was a high-net-worth individual acquiring the customized Boeing Business Jet. The aircraft was purchased for both VIP charter operations and personal use. Challenge The acquisition carried year-end urgency as the deal extended into the final stretch of […]
Packaging and Printing Company – $22MM – Done Deal
The Customer A privately held packaging and printing company with nationwide operations. Serves a mix of consumer and industrial markets, including multiple Fortune 500 customers. Challenge The company was operating with a tight debt service coverage ratio of 1.2x, leaving little room for additional leverage. There was no cash on the balance sheet and limited […]
Marine Services Company – $39MM – Done Deal
The Customer A family-owned, full-service inland marine company with over 50 years of experience in ship repair, fabrication, harbor operations, and marine construction A trusted name in barge and towboat services, known for delivering high-quality solutions across the marine services industry Challenge Needed to unlock liquidity to support ongoing growth and capital investments Required a […]
Paralegal Services – $3.6MM – Done Deal
The Customer A privately held paralegal services firm Challenge First-time aircraft buyer with no prior experience in aircraft ownership, came to us to help navigating private aviation finance Urgent need to close within six weeks to meet year-end tax planning objectives Client had a highly profitable year and was seeking a significant depreciation to offset a record revenue year, per CPA […]
Legal Services – $14MM – Done Deal
The Customer National Law Firm Challenge Aimed to secure substantial year-end tax benefits via accelerated depreciation Aircraft selection was still undecided late in Q4 Multiple models under active consideration prolonged the decision-making process Tight timeline and extended negotiations risked missing the year-end deadline Done Deal First National Capital approved $14 million in financing for a […]
Healthcare Provider – $12MM – Done Deal
The Customer National Healthcare Provider Challenge Company required year-end depreciation benefits to optimize tax strategy but faced constrained aircraft supply. Marketwide shortages and heightened competition for Gulfstream G550s caused delays in contract execution and increased deal risk. Coordinating approvals across multiple aircraft transactions added complexity under a tight year-end deadline. Done Deal First National Capital […]
Logistics Company – $1.5MM – Done Deal
The Customer The client is a high-growth, private equity-backed intermodal transportation company. Over a two-year span, the company completed three strategic acquisitions to expand its market presence and service capabilities. Challenge Rapid M&A activity resulted in a fractured technology environment, requiring a significant investment in a unified ERP platform. The company faced additional macroeconomic pressure […]