Case Studies

SG Credit Partners Provides $2.2 Million SaaS Loan

Jan
12
2021
The Company: Digital signage SaaS platform enabling SMB & enterprise customers to easily create and manage content in real time on any number of displays, anywhere in the world. Ownership: Founders & Management. Run Rate ARR: $3mm+. The Financing Situation: The Company had been bootstrapped with founders’ capital to date and was seeking a non-dilutive capital solution to (i) continue to grow ARR and in turn enterprise value prior...

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SG Credit Partners Provides $1.0MM Second Lien Bridge Loan to Independent Registered Investment Advisor

Dec
31
2020
The Company: Privately held independent registered investment advisor (RIA) that provides wealth, asset, and business management services to high-net-worth individuals and families. The Company has a variety of unique services not typical of traditional RIAs including access to alternative investments. Assets Under Management: $300MM+   The Financing Situation: The Company was experiencing rapid growth in AUM and planned to go to...

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SG Credit Partners Provides $3.35 Million to Pharmaceutical Products Company

Dec
23
2020
The Company: A newly formed pharmaceutical company setup specifically to acquire, promote, and sell four prescription pharmaceutical products. The Financing Situation: Before SG became involved, the Company had agreed to purchase four prescription pharmaceutical products using debt financing with an alternative lender. Due to capital raising issues, this lender defaulted on its financing obligation, which eroded the seller’s confidence...

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SG Credit Partners Provides $6 Million Guarantor Based Loan

Nov
19
2020
The Company: A single-asset real estate holding company operating as a subsidiary of a broader multi-family / student housing real estate syndication portfolio.  The Financing Situation: The Company needed capital quickly to execute on additional portfolio purchases and support working capital at the parent level, where COVID-19 restrictions had temporarily affected occupancy rates at some of the student housing assets.  The Solution: Although...

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SG Credit Partners Provides $2.1MM Unitranche Loan – Collateral Based Term Loan A + Cash Flow Based Term Loan B

Nov
13
2020
The Company: Sponsor-backed e-tailer of aftermarket auto parts focused on a niche of the broader aftermarket industry. The Company sells through its Company-owned DTC eCommerce channel as well as through 3rd party marketplaces. Revenue: $37MM | EBITDA: $1.4MM. The Financing Situation: Over the past few years a series of events negatively impacted the financial performance of the Company including a heightened tariff environment in 2019....

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SG Credit Partners Provides $3MM Structured Cash Flow Facility to Tech-Enabled Services Company

Sep
23
2020
The Company: Sponsor-backed document scanning company that provides an array of workflow optimization services. The Company’s scanning service model, coupled with its cloud-based data hosting platform, enables it to transform physical documents to actionable digital data for its customers. Recurring Revenue: $12.5MM | Services Revenue: $3MM. The Financing Situation: For the past few years, the Company was focused on developing its technology...

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SG Credit Partners Provides $2.5 Million to Fraud Protection Network

Sep
22
2020
The Company: Southeast based consumer credit and identity solutions software-as-a-service provider, majority owned by founder & CEO Ed Margolin. Visit Fraud Protection Network’s website to learn more. The Financing Situation: The Company had previously financed its growth with a combination of equity and convertible notes.  With new product rollouts and strategic partnerships in 2020 creating accelerated growth, the Company...

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SG Credit Partners Provides $2.5 Million to Consumer Debt Collection Agency

Sep
4
2020
The Company: Privately owned consumer debt collection agency.  The Financing Situation: The Company needed capital quickly to move on opportunistic portfolio purchases as well as working capital cushion while collection curves ramped up.  The Solution: SG was able to quickly get comfortable with the transaction due to the value of dedicated portfolio collateral as well as a strong personal guaranty from the owner. SG worked quickly to...

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SG Continues to Provide Capital Solutions in Today’s Environment, Closes $2MM Growth Capital Facility for SaaS Company

Mar
9
2020
The Company: Founder-owned commercial real estate software-as-a-service (“SaaS”) platform. The Financing Situation: The Company’s legacy business has matured to a stable level with long-term contracted customers. Through a majority-owned subsidiary, the Company is developing a complementary SaaS platform. The new platform is still in its early stages of deployment and needed growth capital to fine-tune software development and expand...

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SG Credit Partners Provides $3MM ARR Borrowing Base Growth Capital Facility

Feb
28
2020
The Company:  Founder-owned AI software subscription and services company providing a management platform for microservice-based enterprise applications.  Services Revenue: $10MM | SaaS Revenue: $3MM. The Financing Situation:  The Company had successfully grown their annual recurring revenue (ARR) base from $2MM to $3MM over the course of 12 months with no outside investment. In order to raise an equity round at a high valuation, they...

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Copyright © 2020 SGCP. All rights reserved.

California loans are made pursuant to SG Credit Partners, Inc.'s California Department of Corporations Finance Lender License No. 60DBO-87290. Credit approval is subject to SG Credit Partners, Inc.'s credit standards, and actual terms (including actual loan amount) may vary by applicant. SG Credit Partners, Inc. requires certain supporting documentation with each new application. Complete disclosures of APR, fees, and payment terms are provided with each loan and are available from SG Credit Partners, Inc. at 23 Corporate Plaza, Suite 100, Newport Beach CA 92660, telephone 1-800-348-0232.