CAPX DELIVERS
$25MM+ SAVINGS
ON $325MM
DIVIDEND RECAP
CAPX DELIVERS
$25MM+ SAVINGS ON
$325MM DIVIDEND
RECAP
- After acquiring three companies in the specialty chemicals sector over a period of 18 months, a PE firm sought a dividend recap of $325MM (>5x its original equity contribution).
- Its bank and direct lender relationships produced offers that would have required a lengthy ratings process and resulted in a high cost of capital.
- The PE firm approached CAPX, hoping to leverage our debt markets expertise and broad network of lenders to secure more favorable terms.
- CAPX acted as a competitive catalyst, generating interest in the deal and motivating banks to “sharpen their pencils” and commit capital quickly and efficiently.
Obtained more
than $400MM in
commitments
from 9 banks
PE firm realized
over 5x equity
return within
18 months
Saved over
$25MM in interest
and fees over
2 years
CAPX worked with the PE firm to develop a ‘Credit Perspective’ for their deal.
Our debt experts identified key credit issues that were likely to be raised by the banks, and structured the deal in a way that addressed these concerns.
CAPX then prepared a detailed investment consideration document, and strategically sequenced the lender outreach to generate momentum by obtaining larger commitments first, followed by smaller commitments to complete the execution.
CAPX worked with the PE firm to develop a ‘Credit Perspective’ for their deal.
Our debt experts identified key credit issues that were likely to be raised by the banks, and structured the deal in a way that addressed these concerns.
CAPX then prepared a detailed investment consideration document, and strategically sequenced the lender outreach to generate momentum by obtaining larger commitments first, followed by smaller commitments to complete the execution.
CAPX worked with the PE firm to develop a ‘Credit Perspective’ for their deal.
Our debt experts identified key credit issues that were likely to be raised by the banks, and structured the deal in a way that addressed these concerns.
CAPX strategically sequenced the lender outreach to generate momentum by obtaining larger commitments first, followed by smaller commitments to complete the execution.
When approaching lenders, it’s important to pitch
your deal from a credit perspective.
CAPX can help you see your deal the way lenders do.
CAPX CAN HELP YOU SEE YOUR DEAL THE WAY LENDERS DO.
Would your deal benefit from a
complimentary
credit perspective?
- Identify the most appropriate investor types
based on your deal’s risk attributes - Pinpoint the questions bank and non-bank
lenders will ask - Crystallize your deal’s ‘credit story,’ and position
the deal vis-a-vis lender risk preferences - Create a national campaign for your deal on the
CAPX platform, ensuring you obtain the best
terms and lowest cost of capital
would your deal benefit
from a complimentary
credit perspective?
- Identify the most appropriate investor types based on your deal’s risk attributes
- Pinpoint the questions bank and non-bank lenders will ask
- Crystallize your deal’s ‘credit story,’ and position the deal vis-a-vis lender risk preferences
- Create a national campaign for your deal on the CAPX platform, ensuring you obtain the best terms and lowest cost of capital
“
CAPX is bridging the lender access gap for
middle-market borrowers
“
“
CAPX is bridging the lender access
gap for middle-market borrower
“
For a complimentary credit
perspective, click the button below and set a time to speak with one of our credit experts.
For a complimentary credit
perspective, click the button below and set a time to speak with one of our credit experts.
CAPX will provide a complimentary credit overview of your deal, and answer any deal positioning or debt structure questions you may have.
There is no cost for this consultation, and you are under no obligations or commitments to join CAPX. Upon scheduling your free consultation, one of our debt experts will contact you to provide a credit overview of your business.
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