Case studies

A startup private equity firm secured substantial funding for investing in early-stage ventures. However, allegations of fund mismanagement emerged, leading to a court-ordered receivership. Solution Advisors stepped in as the appointed receiver, facing the urgent tasks of asset management, securing bank accounts, and conducting a forensic analysis of the firm's operations. Moreover, Solution Advisors assumed director roles on two minority and one majority boards of investment portfolio companies.

Our Solutions

In response to the pressing, time-critical needs demanded by the court order, Solution Advisors swiftly pinpointed cash sources and initiated strategies to optimize value for the diverse stakeholders involved while marshaling and protecting cash and convertible assets against further malfeasance or erosion.

A prominent consumer products company found itself in non-monetary default with its existing lender, compelling it into a burdensome forbearance agreement.

Our Solutions

Solution Advisors promptly intervened to negotiate a more adaptable forbearance arrangement on behalf of the company's owner. Subsequently, we enlisted the expertise of an investment banker to orchestrate a transition from the current lender to a new asset-based lending (ABL) partner. This meticulous process yielded several offers, enabling the client to choose the optimal lending partner.

Ultimately, the successful refinancing resulted in the full repayment of the existing lender, marking a successful resolution to the company's financial predicament.