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 […]
Medical Spa – $2.2MM – Done Deal

The Customer The client is a long-established Medical Spa with growth opportunities on the horizon Challenge The company faced projected negative cash flow in 2024, with early indicators showing a continuation of soft performance into 2025. Moving forward required landlord waivers across multiple leased locations, adding legal and operational complexity that slowed momentum. The equipment […]
IT Managed Services – $4MM – Done Deal

The Customer The client is a privately held IT managed services provider. The company offers a full suite of technology solutions, including cloud services, cybersecurity, digital transformation, and equipment support. Challenge The company was entering Phase II of a mission-critical $4 million ERP rollout scheduled over 15 months. While financially healthy, the leadership team prioritized […]
Energy Company – $4.8MM – Done Deal

The Customer The customer is a natural gas company with strong growth plans. Challenge The company experienced extreme revenue volatility, climbing rapidly from $20 million to $50 million, only to return to $20 million within a two-year span. This instability created uncertainty for both internal operations and external capital partners. Despite being in advanced discussions […]
Food Manufacturing – $5.7MM – Done Deal

The Customer The customer is a food manufacturer facing margin pressures. Challenge Customer concentration risk: The company derived approximately 80% of its total revenue from a single customer, exposing it to significant financial instability if that relationship weakened or ended. Margin compression: Increasing competition within the industry exerted downward pressure on profit margins, making it […]
Pharma/Lab Company – $4.8MM – Done Deal

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 […]
Hospitality Company – $11MM – Done Deal

The Customer A hospitality management group with operations across luxury hotels, resorts, and commercial spaces in the Southeast. Required the acquisition of a specialized private aircraft to support executive travel and operations across multiple high-end properties. The company’s cooperative ownership structure introduced additional complexity to its financial reporting and asset allocation processes. Challenge The group […]