Case Studies

SG Credit Partners Provides $2.0 Million Growth Capital Facility to SaaS Telephony Security Company

Mar
31
2021
SG Credit Profile: Technology (SaaS) The Company: Provider of B2B and B2C telephony-related security services. The Financing Situation: The Company was seeking non-dilutive growth capital to execute on sales & marketing initiatives and have the ability to close quickly on accretive acquisitions. The Solution: SG was able to get comfortable with the transaction due to the Company’s consistent growth in MRR, strong retention metrics,...

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SG Credit Partners Provides $3.2MM Unitranche Loan – Collateral Based Term Loan A + Cash Flow Based Term Loan B

Feb
22
2021
The Company: Midwest-based specialty retailer of mattresses and accessories. The Company sells through 50+ stores as well as its Company-owned DTC eCommerce channel. The Financing Situation: The CEO was looking to complete a management buy-out of the Company. The business was owned by a family office that acquired it through a restructuring a few years ago. After negotiating the purchase price, the management team needed additional capital...

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SG Credit Partners Provides $2.0 Million to SaaS Marketing Analytics Company

Feb
22
2021
SG Credit Profile: Technology (SaaS) The Company: Software as a Service platform that provides AI-powered marketing analytics. The platform provides an end-to-end suite of tools that allow clients to research and measure their marketing investments and maximize ROI. The Financing Situation: The Company’s existing bank credit facility was no longer a strategic fit and the Company was seeking additional non-dilutive capital to help execute...

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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 $1.0MM to a High Net Worth Guarantor-Based Loan

Dec
30
2020
Product Type: High Net Worth Guarantor The Company: A privately-held family investment vehicle. The Financing Situation: A high net-worth couple (“the Guarantors”), via the family investment vehicle, were in the later stages of a ground-up construction on a new home. The total cost had eclipsed the initial budget and the additional capital required to complete construction was beyond the loan-to-value comfort level for traditional lenders. The...

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SG Credit Partners Provides $1.25MM for Real Estate Acquisition

Dec
28
2020
The Company: A single-asset real estate holding company owned by a prominent carwash company in the Midwest. The carwash company is just one subsidiary of a broader investment company with interests in a multitude of industries. The Financing Situation: The Company had an executed purchase agreement on a property that it intended to acquire and construct an expansionary carwash location under its existing brand. The Company needed 100%...

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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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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.