Bank Loan Case Studies

Selected Sample Case Studies
$1 B + Bank Loans   $500 M Venture Capital   10,000 + Clients

Company Name:

Florida

Type:

Bank Loan

Amount Raised:

$68,000,000

Industry:

Government

Pro Business Plans worked with a commercial real estate company and bank to determine the feasibility of a family entertainment center based in Florida. The $68 million investment offered a debt/equity hybrid.

Company Name:

Pegasus

Type:

Debt/Equity

Amount Raised:

$40,000,000

Industry:

Minerals

A team of mining and minerals professionals required a professional investment deck to raise a total of $40 M of the total $400 M committed to their investment fund. Pro Business Plans prepared an investment deck to outline the opportunity.

Company Name:

Undisclosed

Type:

Debt

Amount Raised:

$2,000,000

Industry:

Restaurant

A foreign investor was seeking to acquire a restaurant in the New York City area and needed a business plan to provide the USCIS for the transaction. Pro Business Plans prepared a USCIS compliant plan and market analysis.

Company Name:

Undisclosed

Type:

Debt/Equity

Amount Raised:

$6,800,000

Industry:

Real Estate

A nightclub based in Miami needed financing due to a location change and rehab costs and the investor required a feasibility study. Pro Business Plans worked with the company to prepare a business plan and feasibility study for the raise.

Company Name:

Undisclosed

Type:

Debt

Amount Raised:

$1,000,000

Industry:

Services

A commercial real estate developer and contractor needed short-term financing to complete projects. Pro Business Plans prepared the financial projections based on its existing sales pipeline using a weighted probability to acquire the debt./a>.

Company Name:

Undisclosed

Type:

Debt

Amount Raised:

$2,000,000

Industry:

Manufacturing

A manufacturer of snack treats needed a professional business plan to raise $2,000,000 in debt to finance asset acquisition for the new assembly line. Pro Business Plans prepared a financial model and business plan for the lender.

Company Name:

Conares Oil

Type:

Debt

Amount Raised:

$500,000,000

Industry:

Oil & Gas

A self-sustaining oil facility with hospital in Nigeria needed a feasibility study and business plan to provide the bank. Pro Business Plans worked with the management team and advisors to prepare the study and business plan..

Company Name:

Undisclosed

Type:

Debt

Amount Raised:

$20,000,000

Industry:

Biomass

A biomass energy company was seeking to acquire and convert an existing facility in a leverage buyout and needed a feasibility study to determining its feasibility and cash flow risk , Pro Business Plans prepared the study.

Company Name:

Undisclosed

Type:

Debt

Amount Raised:

$18,000,000

Industry:

Real Estate

A sports complex was planned for development and the lender requested a feasibility analysis with custom scenario analysis to gauge the financial risk , Pro Business Plans performed the research and model.

Company Name:

Undisclosed

Type:

Bank Loan

Amount Raised:

$600,000

Industry:

Hotels

A commercial real estate developer was establishing a resort on an Island in Antigua and Barbuda and was in-need of a feasibility analysis to provide the lender. Pro Business Plans worked with local site analysts and environmental engineers to perform the study.

Company Name:

Undisclosed

Type:

Debt

Amount Raised:

$26,000,000

Industry:

Real Estate

A real estate development company was seeking an investment to establish short-term housing for workers on an oil field and the lender was concerned about the oil price decline. Pro Business Plans prepared a feasibility study to assist.

Company Name:

Exxon Mobile

Type:

Debt

Amount Raised:

$1,500,000

Industry:

Oil & Gas

A private investor was wanting to acquire an Exxon Mobile gas station and needed to provide the lender a business plan to show the ability to pay back the loan. Pro Business Plans prepared a plan and model for the SBA’s approval.

Company Name:

Maaco

Type:

Debt

Amount Raised:

$450,000

Industry:

Business

A chain of Maaco franchise locations was selling and needed a business plan to provide sellers seeking to perform an acquisition with SBA financing. Pro Business Plans prepared a comprehensive seller kit including a plan provided to sellers.

Company Name:

Undisclosed

Type:

Debt

Amount Raised:

$4,000,000

Industry:

Education

An existing preschool was seeking capital to expand with the creation of an elementary school and needed a loan to finance the construction. Pro Business Plans coordinated with the administration and lenders to prepare the plan.

Company Name:

Undisclosed

Type:

Debt

Amount Raised:

$1,200,000

Industry:

Education

A trade school focusing on administrative vocational skills based in Australia was seeking a business plan to provide banks and lenders. Pro Business Plans performed a basic feasibility study and business plan for lender approval.