TRANSACTION EXPERIENCE

Selected Engagements

Selected Transactions

Venmark Capital Advisors advises closely held and middle-market companies, owners, management teams, investors and financial sponsors on corporate finance and strategic transactions.

The selected engagements below demonstrate Venmark’s role in structuring, arranging, negotiating and executing acquisitions, business sales, management buyouts, recapitalizations, growth financing and other complex corporate finance transactions.

Representative Transactions

Selected financing, acquisition, recapitalization, and M&A engagements demonstrating Venmark's transaction experience. Transaction amounts reflect the applicable acquisition or sale value, financing commitments, or restructured obligations, depending on the engagement. Certain transactions and financing arrangements represent related components of broader client engagements.

Structured Project Financing

Microgrid Power & Energy Financing Platform

$75,000,000

Committed Institutional Financing for Energy Service Agreement Projects

Financial Structuring Advisor to the Operating CompanyView Case Study →
Buy-Side M&A

Healthcare Services Company

$40,000,000

Strategic Acquisition of a Midwestern Healthcare Provider

Financial Advisor to the Strategic BuyerView Case Study →
Sell-Side M&A

Specialty Pharmaceutical Ingredients Manufacturer

$38,500,000

Complete Sale of the Company Supported by Structured Acquisition Financing

Financial Advisor to the Seller and Lead Arranger of Related Structured FinancingView Case Study →
Acquisition Financing

Healthcare Services Company

$23,500,000

Acquisition Debt Financing and Revolving Line of Credit

Financial Advisor to the Strategic Buyer and Lead Arranger of Financing
Buy-Side M&A

Commercial and Industrial Company

$22,500,000

Acquisition of Regional Property Services Business

Financial Advisor to the Buyer
Corporate Financing

Software-as-a-Service Data Analytics Company

$21,000,000

Convertible Notes and Growth Equity Capital

Financial Advisor to the Company
Buy-Side M&A

Specialty Machine Manufacturer

$18,000,000

Acquisition by a Family Office

Financial Advisor to the Buyer
Acquisition Financing

Specialty Packaging Solutions Company

$16,000,000

Acquisition Debt Financing and Revolving Line of Credit

Financial Advisor to the Buyer and Lead Arranger of Financing
Structured Financing

Combined Heating and Power Company

$12,500,000

Asset-Based Revolving Credit and Capital Expenditure Facilities

Financial Advisor to the Company and Lead Arranger of Financing
Asset-Based Financing

Consumer Goods Retail Company

$12,000,000

Inventory-Secured Asset-Based Revolving Credit Facility

Financial Advisor to the Company and Lead Arranger of Financing
Sell-Side M&A

Transportation Parts and Services Company

$10,200,000

Sale of the Company

Financial Advisor to the Seller
Debt Refinancing

Ag-Tech Company

$10,000,000

Renewal and Extension of Convertible Investor Notes

Financial Advisor to the CompanyView Case Study →
Recapitalization

Industrial Services Company

$9,150,000

Financial and Ownership Recapitalization

Financial Advisor to the Lead InvestorView Case Study →
Enterprise Financing

Fast Casual Multi-Unit Restaurant Chain

$7,950,000

Consolidated Credit Facilities for Refinancing and Growth

Financial Advisor to the Company and Lead Arranger of FinancingView Case Study →
Cross-Border Financing

Ag-Tech Company

$7,500,000

Domestic Credit Facilities Supporting Foreign Subsidiary Financing

Financial Advisor to the Company and Lead Arranger of FinancingView Case Study →
Sell-Side M&A

Specialty Food Ingredients Manufacturer

$7,400,000

Sale and Recapitalization of the Company

Financial Advisor to the Seller
Asset-Based Financing

Communications Equipment Distributor

$6,000,000

Inventory-Secured Asset-Based Revolving Credit Facility

Financial Advisor to the Company and Lead Arranger of Financing
Buy-Side M&A

Fast Casual Multi-Unit Restaurant Chain

$6,000,000

Acquisition of a Multi-Unit Restaurant Business

Financial Advisor to the Buyer
Structured Financing

Renewable Energy Platform

$3,500,000

Senior Term Financing for a Special Purpose Entity

Financial Advisor to the Company and Lead Arranger of Financing

Selected Strategic Advisory Engagements

Selected corporate finance, strategic alternatives, transaction preparation, and other advisory engagements, presented separately from completed financing and M&A transactions.

Strategic Development

Accelerator Fund

Corporate Development and Capital Advisory Services to Portfolio Companies

Advisor to Managing General Partner
Venmark Capital Advisors, LLC
Portfolio Management

Private Equity Family Office

Portfolio Evaluation and Capital Advisory Services

Advisor to Managing General Partners
Venmark Capital Advisors, LLC
Corporate Development and Capital Advisory

Computer Aided Design and Automated Manufacturer

Corporate Development and Capital Planning

Advisor to Founders
Venmark Capital Advisors, LLC
Corporate Development and Strategic Advisory

Healthcare Software-as-a-Service Platform

Strategic Business and Corporate Development, Planning and Evaluation

Advisor to Founder
Venmark Capital Advisors, LLC