Case Study : Start-Up Construction Equipment Manufacturer

A Start-Up Construction Equipment Manufacturer needed to finance the rental of $10,000,000 of equipment to users of this recently patented equipment. The client had very limited capital, and no experience in the equipment rental market.

1. Developed strategy to use independent leasing companies that would purchase this unique equipment and rent it to customers identified by client.
2. Researched the market, interviewed possible financing sources and performed due diligence, in order to identify the best financing sources who could accommodate the unique needs of the client and the market.
3. Negotiated the terms of the financing contract.

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What Our Clients Say

“David has been the ideal facilitator for helping our fifty-year-old $35M family hardware business complete the generational transfer of ownership to management. He handled all the internal and external stakeholders with professionalism and decency that resulted in everyone feeling heard, respected, and well served. I will forever be thankful for his steady hand making this financial and emotional transition for our family a success rather than a replay of a Shakespearian tragedy.”

- Greg Kidd
  Co-Founder and CEO, GlobaliD
  Founding Partner, Hard Yaka

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