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Case Studies
Structured Mezzanine for Strategic SME Expansion
A mid-sized industrial SME required non-dilutive capital to fund a strategic development initiative over 3 years. The business had a strong balance sheet and proven profitability.
The investor was targeting above-average yield with meaningful capital protection.
The context allowed for a bespoke mezzanine debt solution.
Investor Requirements
60%+ capital protection
Targeted 8–10% annual net yield
Structuring Solution
Structured mezzanine
Layered subordination and protective covenants secured a 60% downside buffer
Attractive yield
Designed to deliver high single-digit returns net of fees
Downside insurance
Partial guarantees from operational assets and cross-default clauses
Exit optionality
Convertible option at maturity provided enhanced return path
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What you must know about financial law changes
In addition to disciplinary sanctions imposed by the University, all students, faculty, and staff should be aware that federal, state, and some local laws treat…
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Keep away from drugs, the penalty is 20 years
In addition to disciplinary sanctions imposed by the University, all students, faculty, and staff should be aware that federal, state, and some local laws treat…
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All you want to know about industrial laws
In addition to disciplinary sanctions imposed by the University, all students, faculty, and staff should be aware that federal, state, and some local laws treat…
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What you must know about financial law changes
In addition to disciplinary sanctions imposed by the University, all students, faculty, and staff should be aware that federal, state, and some local laws treat…
- August 8, 2022
Keep away from drugs, the penalty is 20 years
In addition to disciplinary sanctions imposed by the University, all students, faculty, and staff should be aware that federal, state, and some local laws treat…
- July 8, 2022
All you want to know about industrial laws
In addition to disciplinary sanctions imposed by the University, all students, faculty, and staff should be aware that federal, state, and some local laws treat…



