Specialty Financing

Our consultants have worked with several specialty financing company assignments including micro-finance lenders, security alarm dealers, taxi medallion lending and leasing companies. Our assignments have ranged from refinancing, restructuring and lender support.

Success Story

On behalf of a lender group, we assessed, queried and challenged management about their strategic plan, assumptions underlying projected financial results, and credit assessment process. We also identified a large-untapped income tax refund to the benefit of all parties. The engagement resulted in a healthier company and a successful refinancing to the benefit of all parties.