American Enterprise Funding
Recent Case Studies
2010-2012
“If we can’t get the deal done, it probably shouldn’t be done.”
PROJECT: Plastics Recycling Plant
CHALLENGE: Determine Best Location
Purchase & Establish
Review and Advise Contractual Issues
Identify potential enhancements & incentives
Raise $40 million
AEF ROLE: Advisory Role to Team
Due Diligence, Underwriting and Presentation
Source Funding & Equity
Utilize MDA to access Municipal Fixed Income Capital Market
Structured Deal to Close
Funding Package:
Non Rated Municipal Bonds
Private Equity Investors
SBA 504
State Enhancements
PROJECT: Manufacturing Plant
CHALLENGE: Balloon Payment IDA Bond Due
Raise $7 million
AEF ROLE: Advise on Cash Flow, Production & Asset Protection
Prepare Business for Transfer to Heirs
Restructure Business & Debt
Source Bank Funding
FundingPackage:
SBA 504 REFI
SBA 7(a)
Private Equity (family)
FNP Program Utilization
PROJECT: Alternative Energy - Farmer's Market
CHALLENGE: Identify Solar Markets & Install Solar
Refinance Existing Debt
Raise $10 million
AEF ROLE: Due Diligence, Underwriting & Presentation
Source Energy Buyers
Utilize Recovery Zone Bonds to Access
Municipal Fixed Income Capital Markets
Source Bank and Non Bank Funding
Structure Deal to Close
Private Equity
Municipal Bonds
Maximize Tax Credits
PROJECT: Hospitality
CHALLENGE: Acquire, Renovate and Re-open Hotel
Refinance Existing Hotel
Raise $20 million
AEF ROLE: Prepare all Underwriting & Due Diligence
Combine and orchestrate multiple funding sources
Document Feasibility Study
Generate cash-out
Construction Financing
American Enterprise Funding Group - DelVal Business Finance Corp
5870 Harmony Grove Road - Dover, PA 17315
Email: kfriedrich@ae-funding.com
Office: (717) 459-1100 - Fax: (717) 292-4410
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