Same industry deal structure

searcher profile

October 08, 2024

by a searcher from Southern Polytechnic State Univerisity in Clarkesville, GA 30523, USA

I am looking at a company in the same industry as our current company. Hoping for some advice on ways to structure. A few questions have come up.
(Pardon my ignorance.)

1. I heard a podcast recently of a holdco bringing in an operator to carry the SBA note. Seems like that operator would hold quite a bit of equity for that to happen. Doesn't that defeat the purpose of the holdco?

2. Could you go the subsidiary route with a majority stock purchase if the owner wants to stay involved?

3. If an outright asset purchase, could one partner of the parent company carry the SBA note for the acquisition?

0
4
94
Replies
4
commentor profile
Reply by a lender
from Eastern Illinois University in 900 E Diehl Rd, Naperville, IL 60563, USA
There are many different strategies you can employ if you are looking to roll-up other companies. However, there is some more information I would need before I can provide you effective advice. Technically the answers to the questions you asked above are "Yes" to all, but I do not think that will provide you the detail you need. I would be happy to get on a call to discuss different financing options including utilizing SBA financing. You can reach me here or directly at redacted
commentor profile
Reply by a professional
from University of Virginia in Holmes, NY 12531, USA
Howdy, Luke, good questions, I essentially agree with Brad above, if I can be helpful at all in discussing from a legal/structuring POV, please don't hesitate to shoot me a quick note at redacted Good luck!
commentor profile
+2 more replies.
Join the discussion