Case Study : Lender With a Substantial Problem Loan

A Lender had a substantial problem loan on their hands, but did not have the resources to evaluate their position and develop a workout plan. Kellogg Associates:

1. Interviewed company management, and major customers.
2. Evaluated company prepared projections, which showed a strong turnaround. Were they achievable?
3. Updated equipment valuations, as well as the value of the business as a going concern.
4. Prepared range of loss exposure for bank.
5. Developed workout recommendations for the lender.

The borrower paid for these services.

Case Studies

• Management buyout of Family-Owned Business
• Return National Tour Operator to Profitability
• Quick-Casual Restaurant Franchisee obtains growth capital
• Medical Products OEM Supplier
• Employee Stock Ownership Plan
• Turnaround Operations and Obtain New Financing
• Strategic Planning and Outside CFO
• Lender With a Substantial Problem Loan
• New England Community Bank
• 40-Year-Old Family-Owned Apparel Manufacturer
• Fast-food Franchisee
• Jewelry Wholesaler
• Start-Up Construction Equipment Manufacturer

What Our Clients Say

“The success of this acquisition and the integration of the acquired business into our company's business lines can be attributed to your consultancy, leadership and professional guidance. Your role, from due diligence, through contract negotiation, deal closing and post-acquisition integration, was incredibly smooth and effective. Execution was flawless.”

- Donald C. McQueen, EVP and COO
  Bank Rhode Island

Join Our E-Mail List