Case Studies

We look for well-managed, forward thinking middle market businesses that share similar values. We work best with organizations that are open to value-added capital as we seek to differentiate ourselves from our commodity-type lending competition. Some examples of these mutually beneficial relationships can be found below.

  • Adler Hot Oil Service
    Investment Date: October, 2017
    Seeking a balance sheet refinance, Adler Hot Oil Service's financial sponsor Spell Capital Mezzanine Partners selected CapX because of its existing relationship and knowledge of Adler, CapX’s ability to move quickly, and certainty of close.
  • Unitas Global
    Investment Date: September, 2017
    Fund: IV
    CapX Partners Structures Equipment Lease to Support Unitas Global’s Strong Growth Trajectory
  • Poultry Supply Chain Management
    Investment Date: August, 2017
    Fund: IV
    Equipment lease capital improves operating efficiency and margins while leaving senior banking relationship undisturbed.
  • Califia Farms
    Investment Date: August, 2017
    Fund: IV
    Rapid growth across product lines and further global expansion pushed Califia Farms to diversify their capital sources. CapX was introduced as an equipment finance specialist that could work with the investors as well as the company’s lenders without disturbing the rest of the capital structure.
  • Commercial Landscape Services Company
    Investment Date: May, 2017
    Fund: IV
    CapX efficiently underwrote an equipment lease line of credit while the company refinanced their senior bank facilities.
  • Gehl Foods
    Investment Date: February, 2017
    Fund: IV
    CapX provided Gehl with a $15 million customized equipment lease facility to help fulfill the company's need for increased manufacturing capacity.
  • Imperial Frozen Foods
    Investment Date: August, 2016
    Fund: IV
    Looking to fund state of the art packaging and bagging equipment for multiple production lines and provide needed capacity for growth, CapX stepped in with a customized equipment lease line of credit.
  • PCX Aerostructures
    Investment Date: July, 2016
    Fund: IV
    With PCX well positioned to grow its military as well as commercial business, CapX provided a $5.25 lease line of credit to fund the acquisition of new equipment.
  • Liquid Asset Brands
    Investment Date: June, 2016
    Fund: IV
    When Liquid Asset Brands looked to acquire a significant amount of product needed for a new spirits brand introduction, they looked to CapX for help with funding this purchase.
  • Nelson Global Products
    Investment Date: April, 2016
    Fund: IV
    CapX identified Nelson’s high potential for growth and its long-standing history of success serving a customer base of industry leading OEM clients. In order to support Nelson’s production demands, CapX provided a customized lease line of credit.
  • Gro-Well Brands
    Investment Date: March, 2016
    Fund: IV
    Take a $5.5 million second lien mezzanine debt solution and add capital expenditure financing – a financing combination not often found in middle market lending.
  • Two-Twenty Records Management
    Investment Date: January, 2016
    Fund: IV
    Recognizing the company's differentiated service offering and compelling customer relationships equals the potential for high growth, CapX put together a customized financing structure.