Case Studies

■ Acquisition

Helping a Founder Step Back and a Trusted Employee Step Up

Initial $8 million acquisition term loan, giving a hard-working employee an opportunity to buy the business he helped build from a founder looking to ease into retirement on terms their bank could underwrite.

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Restoring Stability. Rebuilding Flexibility.

Diamond Willow structured and facilitated a $12.5 million debt solution to repay incumbent operating lenders, stabilize liquidity, and reposition the Company for a long-term recovery.

From Operator to Owner: Structuring a Seamless Management Transition

Diamond Willow structured an $8 million acquisition term loan to facilitate the first tranche of a management buyout, enabling a long-time employee to transition into ownership.

Imminent Bank Demand Avoided

Bank was days from enforcing when the company asked Diamond Willow to steady cash and keep jobs intact.

Saving a Community Business

Diamond Willow refinanced with a $2.5 million revolving facility on a rushed timeline, avoiding enforcement and keeping jobs stable.

NY Fund’s First Canadian Acquisition Financed

Diamond Willow arranged a $13 million uni-tranche term loan and Canadian bank line for a Nova Scotia acquisition.

Reducing Complexity and Borrowing Costs

Diamond Willow consolidated over a dozen equipment leases into $2 million facility, simplifying reporting and freeing working capital.

The Long Road to Funding Success

Diamond Willow secured an initial $2 million line, expanded to $7 million across U.S. and Canadian divisions.

Term Loan Keeps Production Lines Running

Diamond Willow arranged a $9 million senior term loan, unlocking working capital while bank kept the operating line.

A Clinic Back on Track

Diamond Willow secured a $2.15 million term loan and operating line in Alberta.

From Multiple Defaulted Loans to a Single Partner

Diamond Willow secured a $40 million senior term loan that recapitalized the entire capital stack with one lender.

Working Capital in Place for High Season

Diamond Willow arranged a $1 million factoring line of credit in Alberta.

Young Founder Secures Bank Line

Diamond Willow structured a dual-currency operating line that unlocked hiring and expansion.

International Marine Asset Financing

Diamond Willow secured a $20 million term loan on a marine asset, cutting borrowing costs by over 70%.

Back With a Bank and Moving Production Forward

Diamond Willow enabled a $15 million bank asset-based facility for Maritimes life sciences company operating internationally amid lawsuits.

Capital That Powers Fiber Further

Diamond Willow arranged a $5 million revolving working capital line secured by approved, submitted, and accrued grant-eligible expenditures.

A Path to Stability for a Family Business

Diamond Willow arranged a $2 million factoring facility that paid out the operating lender and restored capital flexibility.

Operator’s Leap to Ownership

Diamond Willow structured the acquisition and arranged $7.5M term plus $1.5M revolver to finance a Northern BC acquisition.

Financing That Keeps Canada Connected

Diamond Willow structured an $8 million equipment term loan that enabled the continuation of a major project.

The Long Road to Funding Success

Diamond Willow secured an initial $2 million line, expanded to $7 million across U.S. and Canadian divisions.

Young Founder Secures Bank Line

Diamond Willow structured a dual-currency operating line that unlocked hiring and expansion.

Back With a Bank and Moving Production Forward

Diamond Willow enabled a $15 million bank asset-based facility for Maritimes life sciences company operating internationally amid lawsuits.

Capital That Powers Fiber Further

Diamond Willow arranged a $5 million revolving working capital line secured by approved, submitted, and accrued grant-eligible expenditures.

Financing That Keeps Canada Connected

Diamond Willow structured an $8 million equipment term loan that enabled the continuation of a major project.

From Operator to Owner: Structuring a Seamless Management Transition

Diamond Willow structured an $8 million acquisition term loan to facilitate the first tranche of a management buyout, enabling a long-time employee to transition into ownership.

NY Fund’s First Canadian Acquisition Financed

Diamond Willow arranged a $13 million uni-tranche term loan and Canadian bank line for a Nova Scotia acquisition.

Operator’s Leap to Ownership

Diamond Willow structured the acquisition and arranged $7.5M term plus $1.5M revolver to finance a Northern BC acquisition.

Restoring Stability. Rebuilding Flexibility.

Diamond Willow structured and facilitated a $12.5 million debt solution to repay incumbent operating lenders, stabilize liquidity, and reposition the Company for a long-term recovery.

Imminent Bank Demand Avoided

Bank was days from enforcing when the company asked Diamond Willow to steady cash and keep jobs intact.

Saving a Community Business

Diamond Willow refinanced with a $2.5 million revolving facility on a rushed timeline, avoiding enforcement and keeping jobs stable.

Reducing Complexity and Borrowing Costs

Diamond Willow consolidated over a dozen equipment leases into $2 million facility, simplifying reporting and freeing working capital.

Term Loan Keeps Production Lines Running

Diamond Willow arranged a $9 million senior term loan, unlocking working capital while bank kept the operating line.

A Clinic Back on Track

Diamond Willow secured a $2.15 million term loan and operating line in Alberta.

From Multiple Defaulted Loans to a Single Partner

Diamond Willow secured a $40 million senior term loan that recapitalized the entire capital stack with one lender.

Working Capital in Place for High Season

Diamond Willow arranged a $1 million factoring line of credit in Alberta.

International Marine Asset Financing

Diamond Willow secured a $20 million term loan on a marine asset, cutting borrowing costs by over 70%.

A Path to Stability for a Family Business

Diamond Willow arranged a $2 million factoring facility that paid out the operating lender and restored capital flexibility.