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

“Dave's knowledge of banking and finance blends well with his entrepreneurial spirit to support the deployment of any financially based business strategy.

Dave also has a strong bias for action and getting the job done expeditiously. His diplomatic talents enable him to minimize the tangles and tight spots of a negotiation, which simplifies and further expedites the process.”

- Tom Boyd, President
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