Engagements & Outcomes

Engagements that shaped stronger businesses.

A selection of coordinated advisory engagements — acquisitions, debt restructurings, growth capital and succession transactions — where finance, strategy and professional expertise were brought together around one objective.

Client identities are confidential. Details have been generalized to preserve discretion.

The Record

One relationship. Measurable outcomes.

Each tombstone below represents a decision LALEA was asked to help coordinate — not a single service in isolation. The figures illustrate the scale and structure of the engagement; the outcomes reflect the value of approaching complex decisions as one strategy.

Deal Tombstones

Selected Engagements

Acquisition

Manufacturing2024

Management Buyout of a Precision Machining Firm

Coordinated a management buyout involving normalized EBITDA analysis, a quality-of-earnings review, and a layered capital stack across senior term debt, a BDC subordinated facility and vendor financing.

$14.2M

Enterprise Value

$8.5M

Senior Debt

$2.1M

Vendor Take-Back

Closed within target timeline with a covenant structure that preserved operating flexibility through the integration period.

Role · Buy-side advisory, financing structuring & lender coordination

Debt Restructuring

Construction & Trades2024

Covenant Remediation & Facility Refinancing

A maturing operating facility had triggered a covenant breach. We rebuilt cash-flow projections, normalized working capital, and repositioned the file with an alternative senior lender.

P + 3.5%

Prior Rate

P + 2.0%

Restructured Rate

$310K

Annual Interest Savings

Covenant breach resolved, facility refinanced, and a 24-month compliance roadmap established with the new lender.

Role · Debt assessment, lender repositioning & restructuring

Growth Capital

Technology2023

Expansion Capital for a SaaS Platform

Assembled forward-looking financial models, a sources-and-uses schedule, and a lender presentation package supporting a structured equity and growth-debt raise.

$6.0M

Capital Raised

3 new

Growth Markets

+22 roles

Headcount Plan

Capital secured to fund geographic expansion and product investment without diluting founder control below agreed thresholds.

Role · Capital readiness, financing proposal & investor coordination

Succession

Professional Practice2023

Multi-Generational Ownership Transition

Designed a phased ownership transition coordinating a holding-company reorganization, an estate freeze, and a buy-sell framework with independent legal and tax professionals.

36 months

Transition Horizon

Entities Restructured

Section 85

Tax Deferral

Ownership transferred to the next generation under a tax-efficient structure with retained advisory continuity for the founder.

Role · Succession planning, valuation support & coordination

Sale

Healthcare2025

Confidential Sale of a Clinic Network

Prepared a confidential offering memorandum, normalized owner-related add-backs, and coordinated due diligence responses across financial, operational and regulatory workstreams.

$3.8M

Normalized EBITDA

Locations

Vetted

Buyer Pool

Transacted at a multiple above the client's initial expectation with full working-capital peg alignment at closing.

Role · Sell-side readiness, normalization & transaction coordination

Debt Restructuring

Transportation & Logistics2024

Fleet-Backed Refinancing & Liquidity Reset

Reassessed an asset-heavy balance sheet and restructured fleet financing into a layered term facility, freeing operating cash previously absorbed by aggressive amortization.

$9.4M

Facility Size

$1.2M

Liquidity Freed

Extended

Amortization

Liquidity restored to fund a maintenance capex program while keeping debt service within coverage thresholds.

Role · Asset-backed financing analysis & lender positioning

Acquisition

Retail & E-Commerce2025

Strategic Acquisition of a Complementary Brand

Led financial due diligence, normalized target earnings, and modeled a financing structure blending operating credit, term debt and shareholder capital.

$7.6M

Deal Value

18%

Synergy Target

120 days

Close Timeline

Acquisition closed on schedule with an integration plan tracking against pre-identified synergy targets.

Role · Buy-side diligence, financing strategy & integration modeling

Growth Capital

Real Estate & Development2023

Capital Stack for an Owner-Occupied Expansion

Structured a capital stack for an owner-occupied expansion combining a commercial mortgage, mezzanine capital and shareholder equity, aligned to stabilized cash-flow projections.

$22.0M

Total Capital

$15.5M

Senior Mortgage

$3.0M

Mezzanine

Facility funded the expansion phase while preserving operating liquidity for the underlying business.

Role · Capital structuring & commercial mortgage coordination

Sale

Family Business2025

Third-Party Sale After a Readiness Program

Led an 18-month readiness program — strengthening management reporting, normalizing earnings, and reducing customer concentration before going to market.

18 months

Readiness Period

+22%

EBITDA Lift

Improved

Transaction Multiple

Business sold to a strategic acquirer at a materially improved multiple following the readiness program.

Role · Exit readiness, normalization & transaction advisory

How Engagements Are Coordinated

Every tombstone begins with understanding the business.

LALEA sits beside ownership and management when important decisions need to be made. We assess the position, define the objective, and coordinate the financial, strategic and professional resources required to move forward — then measure progress against the intended outcome.

Discuss Your Engagement

Understand

Begin with the business, not a predetermined solution.

Assess

Examine financial position, constraints and risks.

Strategize

Develop a practical path aligned to objectives.

Coordinate

Bring the appropriate professionals together.

Execute & Measure

Support implementation and track the outcome.

The Next Tombstone

What decision will your business be remembered for?

Tell us where you're trying to go. LALEA coordinates the strategy, capital and professional expertise to help you get there with confidence.

Speak With LALEA