- A PE firm sought LBO financing, with an eye towards scaling the portfolio company through future acquisitions.
- CAPX clubbed the deal with a pair of lenders, despite the capacity of each lender to underwrite the entire deal. This provides the borrower a working relationship with multiple lenders who can fund future acquisitions.
- CAPX helped the PE firm secure multiple term sheets, which enabled the firm to negotiate flexible terms it would not have otherwise received.