Overview

A well-established, 40-year-old final-mile delivery operator based in Hamilton, Ontario sought capital to fund growth-stage acquisitions, expand its delivery fleet, and implement advanced digital logistics integration. The company required a flexible financing solution combining both equity and asset-backed debt to optimize cost and scalability. They engaged us to structure and facilitate a private placement with institutional investors capable of supporting their growth ambitions.

Our Approach

Targeted Investor Introduction
Leveraging our proprietary network and Rolodex, we connected the company with a Chicago-based private equity firm actively seeking asset-backed logistics investments across North America. This strategic partnership matched investor appetite with the operator’s capital needs and growth plans.

Tailored Capital Structure
We designed a blended capital raise that combined secured asset-backed debt with growth equity. This structure optimized the company’s capital costs while providing the flexibility needed to support both acquisition financing and operational expansion.

Deal Structuring & Execution
We coordinated the creation of comprehensive financial models, detailed asset valuation packages, and clear investor memoranda. These materials articulated risk mitigation strategies, growth potential, and the strategic vision, positioning the deal effectively to investors.

Due Diligence Management
Our team facilitated thorough due diligence processes, including asset inspections, financial audits, and operational reviews. We bridged communications between the operator, private equity firm, and legal counsel, ensuring transparency and efficiency throughout.

Closing & Post-Close Coordination
We managed negotiations on deal terms, subscription agreements, and closing mechanics, ensuring smooth cross-border compliance and timely capital deployment to meet the operator’s growth timeline.

Results After 120 Days

• Successfully raised $25 million USD in a private placement combining asset-backed debt and equity.

• The capital infusion enabled the company to complete a strategic acquisition and expand its delivery fleet by 25%.

• Funds supported the rollout of a new digital logistics platform, significantly improving operational efficiency and client service levels.

• Positioned the company for continued growth and paved the way for potential future funding rounds.