Case Study : New England Community Bank

A New England Community Bank wanted to buy an equipment leasing company in order to expand their growth opportunities. This bank did not have specialized leasing industry expertise within the organization. They also had limited management resources to commit to such a large project. Kellogg was engaged in order to:

1. Evaluate potential candidates and complete detailed due diligence.
2. Assist in the structuring of the acquisition terms.
3. Close the transaction.
4. Manage the integration of the acquired equipment leasing company into the bank.

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

“Because of Dave's large-bank experience and his desire to work with small entrepreneurial companies, he is able to be a highly effective bridge between entrepreneurs and financing sources. He provides much more, however, by getting directly involved with the details of the business plan.”

- Randy Spencer, CEO
  Concordia Manufacturing, LLC

Join Our E-Mail List