Case Study : Jewelry Wholesaler

A Jewelry Wholesaler retained Kellogg Associates to assist in their dealings with their lender. During this period, market conditions were very weak, and the company was sustaining significant losses. The bank would not support seasonal working capital needs, and in fact wanted to reduce loan balances substantially. Kellogg Associates:

1. Developed plan to bring in accounts receivable factor.
2. Negotiated terms with bank that provides for subordination of collateral and substantial loan paydown, while at the same time giving the company the liquidity they need to execute a turnaround.

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• Strategic Planning and Outside CFO
• Lender With a Substantial Problem Loan
• New England Community Bank
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• 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

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