Strategic Recapitalization

  • Funding Amount: $5,000,000
Industry: Manufacturing — Building Products
Use of Funds: Partner Buyout & Debt Recapitalization

Following a 2023 acquisition, a leading manufacturer of building products entered a pivotal phase of growth and financial restructuring. As one acquisition partner sought to exit, the remaining owners faced the need to streamline ownership and strengthen the capital structure. Completing a strategic partner buyout and consolidating existing obligations became essential to unlocking a new asset-based lending (ABL) facility, an important step toward fueling the company’s next stage of expansion.

Vision

With expansion on the horizon, a high-profile luxury condominium development was slated to begin construction imminently, positioning the company as a key materials supplier for a multi-million-dollar project. Meeting this opportunity required decisive action; the business needed to unlock new financing and mobilize resources quickly to ensure product delivery could begin on schedule and lay the groundwork for future high-volume contracts.

Opportunity

Completing the buyout would unlock a larger ABL facility, providing liquidity to fulfill orders for projects like the luxury condo development and others in their commercial pipeline. This milestone was crucial for executing their long-term growth strategy and increasing market share in the construction materials industry.

Challenge

Partner Equity Buyout

Full control and financing flexibility hinged on purchasing the seller's equity stake.

Liquidity Pressure

Without completing the buyout, the company couldn't activate the ABL facility, delaying fulfillment for multi-million-dollar contracts.

Timing Constraints

With orders scheduled to ship within weeks, any delay could trigger cascading effects on project deadlines.

Staggered Funding Needs

Immediate access to capital was critical, but negotiations were still ongoing, requiring a staggered funding solution.

How Fora Financial Helped

Fora Financial stepped in decisively. Within 48 hours of receiving the initial funding package, Fora approved the business for $5 million in non-dilutive debt. Recognizing the urgency and fluid nature of the buyout, Fora released $600,000 immediately to begin the process, with the remaining $4.4 million funded just five days later.


Results

Ownership Alignment

The partner buyout was completed, giving the new leadership full control over financial and strategic decisions.

Liquidity Unlocked

The ABL facility was activated, enabling the company to meet large customer orders without interruption.

Growth Ready

The business is now fully positioned to capitalize on major project opportunities and scale now and beyond.

Conclusion

Fora Financial delivered the tailored capital solution this manufacturer needed, on their timeline. With $5 million in fast, flexible funding, the business was able to navigate a complex equity transition, unlock liquidity, and fulfill strategic contracts without disruption. This funding not only preserved the company’s growth momentum, it accelerated it.

Why Fora Financial

  • Advisor-Backed Trust

    The company's finance advisor recommended Fora Financial for their proven ability to structure multi-million-dollar short-term debt.

  • Speed

    Fora Financial approved and delivered the initial capital in under 48 hours.

  • Flexible Structure

    Phased funding aligned with the business’s unique cash flow and negotiation timelines.

  • Non-Dilutive Capital

    The solution preserved ownership while unlocking substantial liquidity.

What Sets Us Apart from the Rest

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