Bison Partners has been active in the private equity and corporate markets as well as building our core professional team, Advisors Group, and networks of collaborating organizations and expert professional services firms. The Bison team wants to keep you informed of what's going on.

May 2011
Bison Retained by a Leading Subprime Auto Specialty Finance Company for $10MM of Mezzanine Financing

Bison has been retained by a leading provider of subprime auto loans to raise up to $10 million of mezzanine funding as part of a refinancing and growth capital transaction. The company has secured up to $40 million of new senior bank financing and has been required by the bank syndicate  to raise an additional tranche of subordinated debt funding to better capitalize the company for the continued expansion of its marketing program and growth of its loan portfolio.

May 2011
Bison Retained by a Leading Provider of Open Plan Furniture Systems for $3MM of Equity Growth Capital

Bison has been retained by a leading designer, manufacturer and marketer of open plan furniture systems to arrange up to $3 million of equity capital to fund the company’s planned expansion of its distribution network and marketing programs. The company is currently the market leading supplier to the institutional financial trading market and is planning on expanding the marketing of its high quality, customized/flexible use products to the commercial office markets. The commercial markets are increasingly interested in open furniture systems to foster more collaborative, team oriented working environments as well as the achievement of LEED environmental certification through the company’s material selection and finishing practices.  

April 2011
Bison Retained by an Advisor to a Broadband/Wireless Telecommunications CLEC Company for $5MM of Subordinated/Equity Growth Capital Financing

Bison has been retained by an advisor to a facilities-based telecommunication CLEC company that provides high speed voice, long distance, internet and data services  to commercial customers through its dedicated fiber optic and wireless network to arrange up to $5 million of subordinated and equity capital to fund the company’s planned expansion through organic means and selected tuck-in acquisitions. The financing will allow the company to extend its wireless infrastructure over a broader regional footprint, fund expansion of its sales force, agency relationships and other distribution channels as well as finance potential acquisitions.

March 2011
Bison Retained by a Leading Subprime Truck Specialty Finance Company for a $20MM Senior Secured Note Financing

Bison has been retained by a leading specialty finance provider of subprime truck loans for used Class 8 “big rig” trucks sold through a nationwide network of established dealerships to arrange up to $20 million of senior secured note financing structured within a new SPV established and capitalized by the specialty finance company. The structured financing will provide capital to allow the management company to expand its lending activities through its national network of dealerships in over twenty four states.

February 2011
Bison Retained by a Management Team for $6MM of Venture Capital Funding for a Health & Wellness Center Business

Bison has been retained by an experienced management team to arrange up to $6 million in venture capital funding for a medically integrated health and wellness center business.  The funding would provide startup capital for facility construction costs and leasehold improvements, equipment and furniture purchases and pre-opening marketing and administrative working capital needs. The funding will allow the business to build and open 10 or more centers under current LOIs from community hospital groups. 

February 2011
Bison Retained by a Designer & Importer of Women’s Apparel for a $1MM Purchase Order Financing Facility

Bison has been retained by an established and rapidly growing designer and importer of beach inspired women’s apparel and swimwear for a $1 million purchase order financing facility. The PO facility will provide working capital flexibility to meet the company’s growing Spring and Fall seasonal inventory purchasing needs from its network of US and Chinese-based suppliers.

January 2011
Bison Retained by a Private Equity Sponsor for a $20MM Asset Based Senior Credit Facility to Refinance its Consumer Products Retailing Portfolio Company

Bison has been retained by a private equity sponsor to arrange an up to $20 million asset-based senior credit facility to refinance the current bank facility provided to its consumer products retailing  company that focuses on smaller urban demographic markets. The new ABL credit facility would provide sufficient additional working capital availability to fund the retailer’s three-year plan to open stores in selected new markets and continue to support its transition to profitability from the recent economic recession.  

January 2011
Bison Retained by an Advisor to a Management Team Acquiring & Developing a Supply Chain Finance Company for $80MM of Senior/Junior Capital Financing

Bison has been retained by an advisory firm to assist it in raising up to $80 million of senior and junior debt financing for an experienced management team to acquire several established and profitable factoring finance companies. The management team plans to use the initial factoring company acquisitions as an origination and servicing platform to build a nationally based full service “supply chain” finance company targeting the underserved small to medium sized corporate market.  Additional debt and equity financing may be required to fund growth in the accounts receivable portfolios as well as expand the company’s services into asset based lending, purchase order financing and cross border trade financing.

January 2011
NextPoint LLC Joins Bison’s Business Consulting Services Group with Dean Rockwell & Dennis Donovan Serving as Senior Advisors

Bison announces that NextPoint LLC, a Western New York-based financial advisory and business consultancy serving middle market companies principally in the New England and Middle Atlantic regions, and two of its founding principals, Dean Rockwell and Dennis Donovan, have joined Bison’s Business Consulting Services Group.  NextPoint’s professional team has broad experience in general management and operations, sales and marketing, M&A and capital raising with its services including: crisis and turnaround management, financial restructuring, post-acquisition integration and preparation for divestiture, operational improvement, strategy development, capital raising and management of corporate growth. NextPoint can also provide interim/transitional management support serving in the role of CEO, COO, CFO, Controller, Plant Manager and/or Sales Manager as well as outsourced M&A services for companies considering acquisitions, mergers or corporate partnerships/joint ventures. Mr. Rockwell heads NextPoint’s Mergers & Acquisitions Practice and has  over 25 years of experience in mergers and acquisitions having completed over 200 transactions involving both public and private companies in domestic and international markets. Mr. Donovan heads NextPoint’s Financial Restructuring Practice and has over 25 years of experience in M&A financing and restructuring transactions as well as expertise in financial accounting, corporate valuation and capital raising.

December 2010
Bison Engaged by a Private Equity Sponsor for a $4MM Senior Credit Facility for the Acquisition of a Health Services Practice

Bison has been engaged by a private equity sponsor to arrange up to $4 million of senior debt financing to fund the acquisition of an established and profitable multi-location dental services practice from its owner/manager. The proposed credit facility would help to fund the acquisition and provide ongoing working capital for the business.

December 2010
Bison Retained by a Private Equity Sponsor for a $5MM Senior Asset Based Credit Facility to Refinance its Specialty Glass Manufacturing Portfolio Company

Bison has been retained by a private equity sponsor to arrange an up to $5 million senior asset-based revolver/term loan credit facility to refinance a bank credit facility for its specialty glass manufacturing portfolio company. The new facility would provide sufficient additional working capital availability to support the company’s growing backlog of orders and forecasted revenue growth and return to profitability over the next three years.

November 2010
Bison Engaged by an Advisor to Arrange $16MM of Equity Capital for the Acquisition of a Mortgage Banking Company by a Veteran Management Team

Bison has been engaged by an advisor to assist in arranging up to $16 million of equity capital to fund a veteran management team’s acquisition of an existing and profitable privately-held mortgage banking company. The equity funding would also support the expansion of the existing business beyond its current marketing territory through organic growth initiatives and selected acquisitions. The management team has successfully acquired and developed two nationally-based mortgage banking platforms with successful exits and plans to build the acquired company into a nationally-based independent mortgage banking business.

October 2010
Bison Engaged by a Private Equity Sponsor to Assist in Arranging $30MM of Equity Capital to Acquire a Community Bank & Mortgage Banking Company 

Bison has been engaged by a private equity sponsor to assist in raising up to $30 million of equity capital for the acquisition of an established publicly-traded community bank and privately-held mortgage origination and servicing company. The investment would serve to recapitalize the bank and provide acquisition capital to enable the bank to acquire and integrate the mortgage banking and servicing business which both operate within the same geographic territory.

September  2010
Bison Engaged by a Private Equity Sponsor to Assist in Arranging $3MM of Senior Bank & Mezzanine Financing to Acquire a Dining Services Company

Bison has been engaged by a private equity group to assist in the arraning of up to $3 million of senior bank and mezzanine financing to acquire an established and profitable institutional dining and catering services company from a privately-held vending services parent organization. The debt financing would fund the acquisition as well as provide ongoing working capital for day-to-day operational needs.  

September  2010
Bison Engaged by a Management Team to Arrange $1.5MM of Venture Capital Funding for a Microbrewery Business

Bison has been engaged by a management team to arrange up to $1.5 million of venture capital funding for a startup regional microbrewery business.  The seed capital would provide funding for sales/marketing programs such as brand development, promotional events and local advertising, brewing operations and warehousing/distribution, the build out of a “brew pub” and administrative overhead.

August 2010
Bison Announces Don McGuire as the Newest Member of the Advisory Group

Bison announces that Don McGuire has joined Bison’s Advisory Group.  Mr. McGuire is a senior financial and general management advisor with over 30 years of experience in financial services, operations management, strategic business development and organizational transformation in both domestic and international markets. Mr. McGuire is currently Managing Partner of DMM Advisors, an advisory firm providing strategic, fundraising and operational services to middle market companies as well as interim management services to growth oriented companies. Mr. McGuire was formerly President, CEO & Chairman of Metastatin Pharmaceuticals, a development stage bio-pharmaceutical company, President, CEO & Director of Beenz.com, a global internet company with unique marketing/currency features, and Managing Director & COO of ING Barings/Furman Selz’s Americas Corporate Finance group with operations in the US, Mexico, Brazil and Argentina. Prior to ING, Mr. McGuire was VP-Corporate Finance at UBS Securities and held investment banking and investment roles at BZW Securities, GE Capital, Prudential-Bache Capital Funding and Government Investors Trust. 

April 2010
Bison Retained by a Private Equity Sponsor for $10MM Growth Capital Investment for its Power Quality/Distribution Portfolio Company

Bison has been retained by a private sponsor group to arrange up to $10 million of growth capital from institutional investors for its portfolio company that is a designer, manufacturer and marketer of power quality/grid monitoring/power distribution equipment and services for the industrial/food processing, semiconductor, data center, health care and automotive markets. The growth capital will fund the company’s business development opportunities, new product development initiatives and selected acquisitions.

April 2010
Bison Engaged by a Consumer Products Company for $2MM Purchase Order Financing

Bison has been engaged by a consumer products company in the nutritional supplements market to arrange up to $2 million of purchase order financing to provide the required working capital financing to support the company’s new multi-year contract with a national distribution partner which has accounts with major national retailers.

March 2010
Bison Retained by a Leading Regional Vending/Food Services Company for $40MM Senior Debt Financing

Bison has been retained by a leading regional vending/food services company to arrange up to $40 million of senior secured revolving credit/term loan facilities as part of a multi-tranche refinancing and recapitalization process. The new senior secured debt financing will refinance senior credit facilities currently provided by a legacy lender, provide financing to complete two identified acquisitions and fund the company's ongoing working capital needs.

March 2010
Bison Retained by an Investment Banking Boutique for $4MM Senior Credit Facility for a Precision Investment Casting Company

Bison has been retained by an investment banking boutique to assist in the arranging of a $4 million senior secured asset-based revolving credit/term loan facility for a precision investment casting company serving the energy, chemical processing and aerospace markets. The credit facility will refinance senior bridge financing that was used to acquire the company from privately-held parent holding company.

February 2010
Bison Retained by a Private Equity Sponsor for $50MM Senior Debt, $20MM Mezzanine Debt & $25MM Equity Investment to Acquire a Data Center Services Company

Bison has been retained by a private equity sponsor to arrange up to $50 million of senior bank financing, up to $20 million of mezzanine investment and up to $25 million of equity capital to acquire and fund the expansion of a data center company that provides colocation services to ISP providers, professional services/consulting businesses, healthcare systems, financial service institutions and manufacturing companies. The company will be acquired from the two founders who will continue as senior managers and a group of private investors. The acquiring sponsors will expand the current data center facilities and selectively acquire and/or build new facilities within the company's current regional footprint.

February 2010
Bison Retained by a Private Equity Sponsor for $15MM Equity Investment to Acquire a Mortgage Origination/Servicing Company

Bison has been retained by a private equity sponsor to arrange up to $15 million of equity investment to acquire an established and profitable family owned mortgage origination/servicing company that principally focuses on the community bank and credit union distribution channels. The equity investment will provide additional capital for the company to selectively acquire smaller regional mortgage origination businesses, opportunistically purchase mortgage servicing portfolios on the secondary market and organically grow its current origination platform.

February 2010
Bison Retained by a Private Equity Sponsor for $5MM Revolver Facility for its Power Quality/Distribution Portfolio Company

Bison has been retained by a private equity sponsor to arrange a $5 million senior secured asset based revolver/term loan facility for its portfolio company which is a designer, manufacturer and marketer of power quality/grid monitoring/power distribution equipment and services for the industrial/food processing, semiconductor, data center, health care and automotive markets. The credit facility will refinance a current revolver/term loan facility provided by a local bank and provide working capital funding to support the company's significant new growth opportunities.

January 2010
Bison Engaged by a Financial Advisory Firm for $20MM Equity Investment for a Mortgage Company Acquisition

Bison has been engaged by a financial advisory firm to assist in arranging up to $20 million of equity funding for an acquisition of a mortgage origination platform by a team of veteran industry executives from a major financial institution. The management team has the opportunity to acquire the licenses, trademarks and proprietary loan management/pricing systems in order to establish and build a national retail and wholesale mortgage origination business.

December 2009
Bison Retained by an Investment Banking Boutique for $12MM Senior & Mezzanine Debt Refinancing of a Precision Forging Company

Bison has been retained by an investment banking boutique to assist in arranging up to $12 million of senior secured revolver/term loan facilities and mezzanine debt to refinance and recapitalize a manufacturer of precision forgings serving the commercial and military aerospace markets. The company is refinancing the current senior revolver and term lenders in order to provide additional working capital liquidity and more capital structure flexibility.

December 2009
Bison Retained by an Equipment Leasing Company for $25MM Senior Warehouse Financing & $10MM Growth Equity Investment

Bison has been retained by a family owned equipment leasing company which serves small to medium sized businesses to arrange up to $25 million of senior secured warehouse financing and up to $10 million of equity investment to capitalize the company for growth in its regional markets, provide reliable line of credit availability to fund its lease commitments and enable the management team to reestablish its marketing programs in its key customer markets.

December 2009
Bison Retained by an Investor for $6MM Debt Financing & $4MM Equity Investment to Acquire a Manufacturer of Aftermarket Components

Bison has been retained by an investor to arrange up to $6 million of senior secured bank and mortgage financing and up to $4 million of equity investment to acquire a privately-held manufacturer of aftermarket components for the marine engine markets. The financing will provide working capital and acquisition funding to allow the new investor group to grow the business through organic and identified add on acquisitions.

November 2009
Bison Retained by a Specialty Glass Manufacturer for $6MM Senior Debt Financing

Bison has been retained by a private equity owned manufacturer of specialty glass products to arrange an up to $6 million senior secured asset based revolver/term loan facility to refinance a current bank lender. The senior credit facility will provide the company with additional working capital availability to accommodate the expected rebound in the company's key transit, high security and military customer segments both in the North American and foreign markets.

October 2009
Bison Engaged by an Investment Bank for $30MM Senior Debt Acquisition Financing

Bison has been engaged by an investment bank to assist in the arranging of an up to $30 million senior secured asset based revolver/term loan facility to provide acquisition financing for a private equity sponsor to purchase a privately-held natural resources company. The senior debt financing would provide both working capital availability and acquisition funding to complete the sponsor group's purchase of the company and subsequent development of the company's substantial proven reserves.

September 2009
Bison Retained by an Early Stage Media/Technology Company for $3MM of Growth Capital Financing

Bison has been retained by the management team of an early stage media technology company that has developed a patented optical reading device to multi-media enable any type of printed media to arrange growth capital financing. The $3 million of equity funding will be used to provide working capital to bring to market the system's first commercial product application.

August 2009
Bison Engaged by a Payment Processing Company for $65MM of Acquisition and Growth Capital Financing

Bison has been engaged by the management team of a payment processing company to raise up to $65 million of equity and debt capital to repay shareholder notes, provide growth capital and complete the acquisition of four identified target companies. The financing will enable the company to capitalize on the significant organic and acquisition growth opportunities within its niche segment of the payment processing market.

July 2009
Bison Engaged by Video Gaming Equipment Company for $3MM of Working Capital Bridge Financing

Bison has been engaged by the management team of a designer and manufacturer of a patented video gaming table system to arrange up to $3MM of debt/equity bridge financing. The bridge funding would provide the company sufficient working capital to fulfill the significant pipeline of new orders for its proprietary video gaming table systems.

June 2009
Bison Announces New Team Members as Senior Advisors

Bison announces the addition of new Senior Advisors, Ron Recardo and Greg Waldron of The Catalyst Consulting Group, a management consultancy serving middle market companies and their business units. The firm can provide a variety of “best practice” methodologies, analytical tools and advisory services focused on providing companies with pre and post-closing merger integration support, growth strategy/business model development planning, operational performance improvement and executive management and human resource services.

May 2009
Bison Retained by Private Equity Fund for Senior Debt Financing

Bison has been retained by a private equity fund which is seeking debt financing to make additional investments in its current portfolio of private and public companies. The financing will be used to purchase additional shares and warrants in the portfolio companies as well as provide capital to fund the acquisition of a target company by one of the fund’s platform company investments.

April 2009
Bison Announces New Team Member & Managing Director/Senior Advisor Roles

Bison announces the addition of a new Managing Director, Doug DeStaebler. Doug has over 17 years experience as a hedge fund portfolio manager, research director and investor in the public and private markets with expertise in the power and energy sectors as well as general industrials. Doug has invested in and researched equities, fixed income securities, commodities and debt and private equity placements. Bison also announces that Peter Saulnier and Dave Olson have also been named Managing Directors on the Bison Team with David Kratovil, Peter Ness, Bruce Freeman, Art Williams, Jeff Marks andJeff Zink named as Senior Advisors.

April 2009
Bison Retained by Consumer Products Company for Acquisition Financing

Bison has been retained by a publicly traded consumer products company in the health/wellness industry to assist management in seeking debt and/or equity financing to fund the acquisition of a privately-held company in the same industry.

March 2009
Bison Retained by Equipment Dealer for Strategic Growth Planning & Recapitalization Financing

Bison has been retained by a privately-held, Northeast-based equipment dealer and distributor to help management draft a multi-year strategic plan and assist the company in seeking new debt and/or equity investors to recapitalize its balance sheet.

February 2009
Bison Retained by Technology Consulting Business Unit for MBO Financing

Bison has been retained by the management team of a technology consulting business unit of a global consulting company to seek debt financing for the MBO of the unit as part of the parent company’s business rationalization process.

November/December 2008
Bison Retained for Four Senior Debt/Mezzanine Capital Raises

Bison has been retained to assist in the arrangement of (1) mezzanine financing for a LBO acquisition of a precision manufacturing company by an operator/investor; (2) mezzanine or “one stop shop” financing to finance an add on acquisition for a security services company as part of a regional "rollup" strategy; (3) senior and mezzanine financing for an industrial services company to refinance current debt and provide working capital and growth financing to fund the company’s continued development and (4) second lien or mezzanine financing for an equipment dealer/distributor seeking to pay down an over advance on its current asset based bank revolver to create additional working capital availability.

November 2008
Bison Announces Five New Team Members

Bison announces five new members of its advisory team: Bruce Freeman has over 20 years experience managing P&Ls and building businesses and management teams, upgrading products and processes and improving profit margins at Fortune 100 (GE) and middle market private equity owned portfolio companies. Peter Saulnier has over 25 years experience as a senior investment banking transactor, financial advisor and corporate financial manager with major Wall Street firms as well as serving as a CFO of a private equity owned regional telecommunications company. Art Williams has over 30 years experience as a senior management executive acting in the role of Chief Operating Officer, General Manager, EVP-International, VP-Sales and Board member for public and private companies in the $30MM to $750MM revenue range. Jeff Marks and Jeff Zink have over 25 years experience in assisting early stage and middle market companies in developing business strategy and strategic alliances, marketing new products and services, arranging growth capital financings, recruiting key management personnel and advising senior executive teams. The new team members join David Kratovil, Peter Ness and Dave Olson who have served on the Bison team for over four years.

October 2008
Bison Arranges Bridge Financing for a Private Equity Sponsor

Bison successfully arranged a $1.8 million bridge financing for a private equity sponsor in the process of raising a new fund. The proceeds of the financing were used to invest incremental capital in the sponsor’s current portfolio companies.

September 2008
Bison Affiliates with a Broker Dealer, Centre Capital Advisors

Bison Capital has established a relationship with Centre Capital Partners, a CT-based broker/dealer. Centre Capital will offer certain prospective Bison clients investment banking services such as capital raising, private placement and M&A advisory services.

August 2008
Bison Designated as an Origination Agent for “Special Situation” Capital Providers

Bison has been designated as a dedicated origination agent for several “special situation” finance companies that provide asset based, “stretch” or hybrid first and second lien secured working capital and term loan facilities and/or equity type investment to middle market companies. These capital providers focus on privately held companies seeking growth capital and acquisition financing, requiring additional liquidity for restructuring, turnaround or transitional processes or refinancing “tired” lenders and/or shareholders. These non-bank providers are institutionally funded and focus on closing their financing transactions typically within a 4-6 week time frame. The funds are: MidCap Business Credit based in West Hartford, CT, Boone Opportunity Lenders based in Norwalk, CT, and Apex Fundamental Partners, based in Chicago, IL and Cincinnati, OH.

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