Engagement Type |
Client |
Amount & Structure |
Description |
| Advisory | Leading Minnesota-based National Home Builder | $65,000,000 - Senior Revolving Credit Facilities $1,650,000 - Junior Secured Mezzanine Loan |
Advised and arranged two senior secured revolving credit facilities and a junior secured mezzanine loan to assist funding of several finished lot acquisition, and vertical construction projects |
| Fleet Leasing | Leading Minnesota-based Plumbing Contractor | $2,000,000 - Vehicle Fleet Lease | Over a period of 7-years B&L Financial has completed in excess of 100 vehicle leases for this client's fleet of service vans |
| Advisory | Kansas-based Manufacturer of Grey & Ductile Iron Products | $2,000,000 - New Revolving Credit Facility, with Term Loan
$2,914,000 - Refinance of Existing Senior Subordinated Notes $2,950,000 - New Senior Subordinated Notes |
Assisted client through a 1-year plus, multi-phase recapitalization process
Phase one involved arranging a new, senior secured revolver and term loan credit facility; along with a refinance of existing subordinated debt Phase two entailed arranging a refinance of the company's existing subordinated debt with new, longer-maturity, lower-rate, senior subordinated notes |
| Equipment Leasing | Locally-based Mailing Company | $1,500,000 - Equipment Lease | B&L Financial structured, arranged and funded 8-transactions with this client over a 7-year period |
| Advisory | Publicly-held Manufacturer of Medical Products | $2,200,000 - Senior Secured Business Acquisition Loan | Assisted our client through the process of acquiring another medical products distribution company |
| Structuring Agent / Commercial Real Estate Project Finance | East Coast based Management Company | $8,690,000 - Syndicated Senior Construction & Term Loan
$3,492,000 - Syndicated Senior Subordinated Equipment Loan |
Structured and arranged a syndicated senior secured construction and term loan for development of a commercial real estate project; and, a syndicated senior subordinated equipment loan for the purchase and installation of equipment for the project |
| Vehicle Leasing | Private Individual / Car Collector | $4,000,000 - Multiple Vehicle Lease Transactions | Over a 3-year period, B&L Financial has structured, arranged and funded over 100 vehicle lease transactions for this client |
| Commercial Real Estate Loan | South Carolina based Composite Lumber Manufacturing Company | $750,000 - First Mortgage Loan | Identified the financial institution and completed a mortgage loan to assist the owner in acquiring a commercial property for expansion |
| Vehicle & Equipment Leasing | Commercial Snow Removal Company | $1,200,000 - Vehicle & Equipment Leases | Over the last 5-years B&L Financial has funded multiple transactions for this client who provides commercial snow removal services for major commercial customers in the Twin Cities metropolitan area |
| Arranger of Joint Venture & Project Financing | Louisiana based Casino Gaming Management Company | $12,000,000 - Phase One Project Development Loan
$ 7,000,000 - Phase Two Project Development Loan |
Arranged a joint venture and financing between parties that developed an Indian reservation based casino gaming facility |
| Advisory | Leading Iowa-based consumer products manufacturing company | $8,500,000 (approx.) - Senior Secured Revolving Credit Facility, Term Loan & Over Advance
$8,500,000 - Senior Subordinated Notes $3,000,000 - Junior Subordinated Notes |
Advised client on complete recapitalization that retired an existing investors maturing financial obligation ? the financing provided a new senior and subordinated debt capital structure for the company |
| Equipment Leasing | Locally based Wood Grinding Company | $1,350,000 - Multiple Equipment Leases | Over the previous 3-year period, B&L Financial has funded 7-transactions for this client |
| Fleet Leasing | Major Snowmobile Race Team | $1,700,000 - Vehicle Fleet Lease | B&L Financial has funded approximately 30 vehicle lease transactions |
| Seller's Agent | Locally-based Hospitality Management Company | $3,800,000 (approx.) - Commercial Real Estate Sale Transaction | B&L Financial assisted the owner of this commercial property with the sale of a entertainment/hospitality asset to a group of private investors |
| Equipment Leasing | Minnesota-based Large Christian Church Organization | $900,000 - Equipment Lease | Completed 9-equipment lease transactions with this major church organization |