Case Study: Small Business Investment Company
- Situation: Licensed Small Business Investment Company, raised $25 million of private capital from individuals as well as selected community banks, and wanted to raise an additional $10 million of private capital from an expanded group of community banks in order to secure an additional approximately $3 million from its lead investor.
- Approach: Revamped their road show presentation and other collateral materials to demonstrate the advantages of a community bank partnership with a Small Business Investment Company and constructed a marketing strategy to reach community banks across the country.
- Result: Raised approximately $10 million from more than a dozen community banks from various states around the country.
Case Study: Financial Institution
- Situation: National bank sought to increase fee income in its consumer business.
- Approach: Analyzed product family, customer profiles and historical customer retention to determine the appropriate new fees to implement and existing fees to increase.
- Result: Increased fee income $20 million annually while experiencing less than one tenth of one per cent customer defection.
Case Study: Captive Finance Company
- Situation: Captive finance company desired to expand its product offering to deepen relationships with existing customers, and to attract new customers.
- Approach: Designed a commercial loan and line program leveraging existing product distribution, operating technology, and underwriting platform.
- Result: Within the first three years of operation, assets grew to $125 million and only $25,000 in write-offs.
Case Study: Captive Finance Company Looking to Raise Capital
- Situation: Due to illiquid credit markets, a captive finance company, of a sub-prime parent, could no longer rely on asset-backed securitizations to fund their business.
- Approach: Analyzed capital structure and tenure of needs and initiated a capital raise.
- Result: Raised 3.5 billion in the United States and Canada during a 9 month period.
For more information, visit NexGen Capital Advisors.
|