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Nº 002

Operator’s Leap to Ownership

Financing Breakdown

Risks

Business ownership stays a dream, not a reality.

Scenario

Acquisition

Industry |

Oil and Gas

Key Challenges

Limited buyer equity
Specialized equipment collateral
Project-based revenue mix

Loan Type

Acquisition Term Loan

Outcomes

Ownership Secured
A lifelong dream of owning a business was made possible via the acquisition structure and financing obtained.
Bank Terms Won
A competitive process led to strong support from the bank on favorable terms.
Working Capital Ready
The $1.5M revolving line gave the company a cash cushion to support projects after the deal closed.

Lender Type

Private Credit
Bank

Result |

Ownership Secured
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Overview

Operator’s Leap to Ownership

Diamond Willow structured the acquisition and arranged a $7.5 million bank term loan plus a $1.5 million revolving line to finance an industrial services acquisition in Northern British Columbia.

Our client is Western Canada’s trusted partner for civil construction, deep foundations, temporary bridge rentals, and environmental restoration. With decades of experience in rugged, remote terrain, a seasoned operator aspired to become an owner and sought capital to fund the purchase. Lenders steered him to Diamond Willow, where we developed an aligned acquisition structure, lender-specific materials, and conducted a competitive process that delivered multiple term sheets and a working capital revolver.

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The Challenges

  • Minimal buyer equity available.
  • Specialized equipment base.
  • Material project-based revenue exposure.

Risk Mitigants

  • Cooperative seller with a multi-year transition and shared risk.
  • Highly aligned acquisition structure.
  • Strategic buyer with relevant experience and relationships.
  • Strong resale value in the equipment base.
  • High-graded advisors across legal, tax, and accounting.

The Outcome

We secured a competitive bank financing package that enabled the ownership transfer and provided the working capital required after closing. Diamond Willow guided the process from start to finish to make the client’s dream a reality.

$7.5M bank

term loan

$1.5M revolving

working capital line

25+ years operator

became the owner.
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