Bank Loan Case Studies

Selected Sample Case Studies
SBA Bank Loans | VC/PE Investment | Strategic Planning
great seal of the state of florida

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.

pegasus

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.

restaurant

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.

nightclub logo

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>.

manufacturing

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.

manufacturing

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..

bio energy solution

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.

mayfield

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.

hot energy solution

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.

exxon mobile

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.

maaco

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.

edu energy solution

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.

edu energy solution

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.