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Recent Projects and Successes

For a list of our latest financing related projects, please click here.  Some of our recent projects are listed below:

  • Digital Printing Services Company
    • Facilitated $3.25 million working capital facility
    • Conducted in-depth financial review of operations
    • Providing ongoing controllership and accounting services
    • Planning and implementing comprehensive job-costing and inventory tracking
    • Providing strategic advisory, budgeting and forecasting advisory to ownership
  • Multi-stage financing for High Tech Manufacturer
    • Facilitated initial financing for $15 million working capital facility
    • Facilitated temporary $1 million bulge facility
    • Facilitated increase in operating line by $3.5 million within 3 months of 1st tranche


  • High Volume Furniture Manufacturer
    • Restructured existing facilities and provided new financing options
    • Arranged financing from bank and refinanced existing debt
    • Arranged for new foreign exchange facility to counter impact of US$ fluctuations.
    • Consulting in workflow process improvement and automation
    • Automating new manufacturing plant, and providing complete plant layout and equipment commissioning, in conjunction with HIT
    • Providing ongoing strategic consulting services
    • Providing ongoing management consulting services

    Joint Venture with Korean Automation Company
    • Joint venture with leading Korean company in industrial automation
    • Offer services in automation, workflow process improvement and custom jigs and fixtures
    • Clients range from small furniture manufacturers to automotive manufacturers and suppliers


  • Manufacturer of injection-molded plastic products
    • Initiated and designed new management reports and review procedures.
    • Provided strategic consulting services for business development
    • Assisted in managing growth of company into new larger manufacturing facilities.
    • Structured and arranged new financing.
  • Manufacturer of leading edge HVAC equipment
    • Conducted audit and review of ongoing operations to identify cost saving opportunities.
    • Structured and arranged short and long term financing.
    • Provided strategic consulting services for business development
    • Initiated and designed new management reports and review procedures
    • Providing ongoing controllership services.
    • Providing consulting services to implement new inventory management system.
    • Integrating new comprehensive accounting system.
    • Working with company's proprietary technology, to facilitate licensing and transfer of technology to global partners

  • Auto parts distributor
    • Complex commercial real-estate transaction over $1 million
    • Facilitated long-term financing
    • Structured transaction to accommodate existing first and second mortgage holders

  • Label Printing Company Start-up
    • Provided end-to-end consulting services to founding partners.
    • Performed feasibility study on new company.
    • Facilitated legal assistance in drafting partnership agreements, incorporation documents etc.
    • Developed business plan, negotiated start-up financing and banking services.
    • Providing ongoing operational consulting services.
    • Designed and implemented accounting system, reporting structure and management review process.
    • Providing ongoing management consulting and oversight services.
  • Motel Financing
    • Facilitated long-term financing for motel property

  • Transportation/Logistics Company
    • Facilitated long-term financing for cartage company

  • Manufacturer of high-end bathroom vanities
    • Provided new financing options.
    • Facilitated and negotiated financing from both bank and private lenders.
    • Assisted in structuring and negotiating joint venture partnership in India.
    • Provided strategic consulting services that helped grow the company exponentially.

     

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