Credit Facilities and SPV Capital Raise for Early Investors in a Fast-Growing CPG Company
Industry:
Consumer packaged goods
Client Profile
Early investors and VC fund in a high-growth private company
Services Delivered:
Debt placement, equity capital raising (SPV), DACA services
Situation
An existing client referred us to an early investor and board member in a fast-growing consumer goods company. The investor wanted to acquire additional shares on a short timeline to increase exposure to the company's growth.
Approach
We identified a counterparty to facilitate the share purchase, nearly doubling the investor's position in the company. The board member then introduced two additional investors, each of whom we also arranged debt facilities for to acquire secondary shares. Separately, one of the company's VC investors engaged us to raise equity capital for a new SPV fund that purchased additional shares in the same company. We also arranged deposit account control agreement (DACA) services required by the lender.
Outcome
Multiple parties gained increased exposure to a high-growth company through a combination of credit facilities, equity capital raising, and banking services. The success of the initial transaction led directly to follow-on engagements with the investor's network.
