Bison Partners has been fortunate in having the opportunity to work with small to mid-sized middle market companies and their management teams in a variety of business sectors as well as with private investment sponsors and their portfolio companies.

Client Relationships & Mutual Benefits
We feel that our work at Bison Advisors and Bison Capital mutually benefits our clientbase through the dissemination of best practices and innovative services, products, and financing solutions. The Bison team particularly enjoys working and developing close relationships with the individuals—the investors, bankers, corporate managers, consultants, entrepreneurs, and key employees—that are the key to their organizations' success.

Below we have highlighted examples of recent advisory activities and “mainstream” and “special situation” financing transactions that we have been working on or looking at:

Mainstream Financings:

First/Second Lien & Mezzanine Financing

• an acquisition of a precision manufacturing company by an investor/operator
• an acquisition of a security services company as part of a regional "rollup" strategy
• a refinancing of an industrial maintenance services company to bridge to a future sale of the business
• a financing for a marine maintenance services company looking to refinance its current senior/junior lenders and access additional growth capital
• an acquisition by a private equity sponsor of a marine transportation company servicing the offshore oil drilling industry
• a partial refinancing of a private equity sponsor’s bridge loan to a portfolio company in the communications and industrial rental services sector
• an acquisition by a private equity group of two companies in the display and entertainment rental services business
• a senior and mezzanine refinancing of a privately-held branded food products company seeking to payout a high-yield term lender and increase the size of its asset based working capital revolver bank facility

Private Equity Funding

• a fundless sponsor seeking to acquire a private label consumer healthcare company
• a fundless sponsor seeking to acquire a profitable, high-growth retail consumer products company from its co-founders
• a fundless sponsor seeking to acquire a profitable, niche oriented cosmetics company from its founder
• a publicly traded consumer products company seeking to acquire a privately-held company in the health/wellness sector
• a fundless sponsor seeking debt and equity funding to acquire a family owned steel products company

Special Situation Financings:

Bridge Financing

• a private equity sponsor in between fund raises looking to make opportunistic additional investments in its current portfolio
  
• an institutional investor looking to create liquidity by borrowing against its portfolio of private equity co-investments

Refinancing of Senior Bank Facilities

• a plastic extrusion company's working capital line overadvance and real estate asset bridge financing needs
• an industrial manufacturing company's current lenders' inability to provide additional working capital availability and incremental acquisition term financing
• a materials recycling company's opportunity to refinance its bank lenders and a factor, pay down past due payables and create additional seasonal working capital availability
  
• an equipment dealer/distributor reducing an overadvance on its bank revolver to create additional working capital availability
• an infrastructure equipment and accessories renter and distributor which has been restructuring its operations seeking a refinancing of its current finance company lender at a discount to deleverage its balance sheet

Growth and Acquisition Funding

• a profitable specialized electronics manufacturer with blue chip customers and significant new contract opportunities constrained by "tapped out" current shareholder lenders/investors which are seeking partial liquidity
  
• an investor group acquiring manufacturing assets in the distressed manufactured housing industry
  
• a seasonal transportation services company currently constrained by its current lender's inability to provide additional capital funding and a complicated junior capital structure
• a designer, manufacturer and installer of solid surface surface products seeking growth capital to fund a rapidly growing backlog of customer orders and inventory requirements resulting from several new strategic distributor partnerships
• a waste recycling company with a patented technology seeking growth capital funding to acquire a related business, deploy a new demonstration plant and processing facility and provide for general working capital needs
• an international courier company seeking debt and/or equity growth capital funding to invest in upgrading and expanding its operations platform and sales/marketing program

Back to top