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.

We feel that our work at Bison Advisors and Bison Capital mutually benefits our client base 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 our successes to date as a firm in arranging "mainstream" and "special situation" financing transactions as well as providing a range of financial advisory services:

May 2011
Bison Arranges a $1MM Purchase Order Facility for a Designer & Importer of Women’s Apparel

Bison has successfully arranged a $1 million purchase order facility for a designer and importer of beach oriented women’s apparel and swimwear. The PO facility will provide the company working capital liquidity to support its seasonal vendor and inventory needs as well as its projected strong growth in its wholesale retail channels which include national chains and catalogue companies and smaller specialty retail stores.

March 2011
Bison Assists a Private Equity Sponsor in Arranging a $6MM Senior Bank Facility for a Manufacturer of Power Quality/Power Distribution Equipment & Systems

Bison assisted a private equity sponsor in successfully arranging a $6 million senior bank revolver/term loan facility for its portfolio company which is a leading designer, manufacturer and marketer of non-battery based power quality, customized power distribution and grid monitoring equipment and systems for the Fortune 500 corporate market in the semiconductor, data center, health care, food processing and industrial manufacturing sectors. The senior bank facility refinanced the company’s current revolver and term loan lenders and will serve to provide additional working capital liquidity to support the company’s significant growth opportunities in its domestic and Asian export markets.

September 2010
Bison Assists an Investment Banking Boutique in Arranging a $6MM Senior Bank Asset-Based Facility for an Investment Die Casting Company

Bison assisted an investment banking boutique in successfully arranging a $6 million senior asset-based bank facility for a privately-held investment die casting and forging company primarily serving the oil, gas and chemicals industries. The senior bank facility served to refinance senior bridge notes used to finance the acquisition of the company earlier in 2010 and provides additional working capital liquidity for ongoing operations.

April 2010
Bison Assists a Business Advisory Firm in Arranging $3MM Growth Equity Financing for a Specialized Building Products Company

Bison assisted one of its collaborative business consulting partners in successfully arranging a $3 million growth equity investment by a middle market focused private equity sponsor in a privately-held specialized buildings products company that is targeting the significant and growing health care facility replacement/upgrade market. The growth capital will provide funding for the company to reconfigure and expand its manufacturing operations, develop a professional direct sales/marketing program, hire additional management personnel and provide for general working capital to support the growth of the business.

February 2010
Bison Assists an Investment Banking Boutique in Arranging $7MM Mezzanine Bridge Financing for a Precision Forging Company

Bison assisted an investment banking boutique in arranging a $7 million mezzanine bridge financing provided by a bridge loan fund for a privately-held precision forgings company serving the commercial and military aerospace markets. The bridge financing served to repay a secured equipment term lender which had been seeking to create liquidity for its term loan position.

September 2009
Bison Arranges Mezzanine Acquisition Financing for Investor Group

Bison successfully arranged a $4.5 million acquisition financing for a private investor group which acquired a health care database and publishing services business unit spun out from a publicly traded parent company. The mezzanine financing was provided by a syndicate of three SBIC mezzanine funds which served as the control sponsor group for the transaction.

July 2009
Bison Completes a Valuation Analysis for a Home Accessories Company

Bison successfully completed a valuation analysis and M&A assessment project for a CT-based designer and importer of branded home accessory products sold to major US retailers. The project was designed to provide the company's owner with an assessment of the company's potential market value and various options for how a potential sale might be optimally structured.

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 Arranges Acquisition Financing for Collections/Data Storage/Back Office Outsourcing Services Company

Bison successfully arranged a $3.2 million term loan acquisition facility for a professional services company with subsidiary companies in the collections, data storage consulting and back-office outsourcing markets which is a portfolio company of a private equity sponsor. The term loan facility helped to fund the acquisition of an IT staffing company which will become the parent’s fifth operating subsidiary.