Commercial Lending Case Studies

The Buzz Around Ivanhoe Capital’s Funding

View some of our acquisition and merger case studies along with our business expansion lending. Ivanhoe Capital simply knows how to structure business acquisitions and mergers to close! Ivanhoe Capital has over 75 years of combined experience, a 95% success rate once we have issued a contingent commitment letter, and has orchestrated over $1 billion dollars in commercial transactions through it’s over 20-year history.

We specialize in SBA lending, Pari-Passu lending, USDA lending, Asset-Based Lines of Credit, and Equipment lending through our funding source Pathward NA.

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New Flower Shop Owner Takes It To Another Level

A Nice Little Flower Shop Has a New Owner Who Will Take it to Another Level

Ambrus, who is originally from Hungary (my grandfather’s country), came to the United States for opportunity and this is his first entrepreneurial conquest.We were able to fund a nice little flower shop for him to the tune of $599K.We know ...
New Entertainment Start-Up in Kansas Funded

Shuffleboard Anyone? New Start-up Larks Location in Kansas Funded

So, if you have not heard about Larks it is a very unique concept where they combine shuffleboard, mini-golf, arcade games, and a great restaurant and bar experience all into one! There is something for everyone. We funded a new ...
Alaskan Native Purchases Local Hardware Company

Long-Time Alaska Native Purchases Local Hardware Store in the Community

There are always those stories that tug at your heart strings. Rachel who was a long-time resident of the community in Alaska found out the local hardware store was for sale. We were able to fund $540,000 for the purchase ...
$1M Purchase for Pool Maintenance Company

Pool Maintenance Company in Florida Secures $1 Million Purchase

As I have said before, pool maintenance companies are very profitable when they can cover small geographic areas. There is definitely a limited amount of down-time and drive-time when you can clean 20 pools in a 1 mile radius rather ...
Fixed Rate for Homecare Franchise Acquisition

A Really Nice Fixed Rate for This Homestar Homecare Franchise Acquisition

Our bank almost always portfolios the loans they make so we are able to do things other banks won’t do. Most banks have to sell their loans in the secondary market because they are not as well capitalized. Because of ...
Pool Maintenance Company in Florida Closed

Nice Little Pool Maintenance Company in Florida Closed

Who doesn’t have a pool in Florida? It’s a real pain to maintain these pools so most people hire a maintenance company to take care of this for them. Which makes these pool companies very profitable as they can service ...
The Perfect Buyers for California Remodeling Company

The Perfect Buyers to Carry on the Legacy of This California Remodeling Company

Jonathon and Andrea had just recently received their contractor’s license in California and were ready to start a new career in their own business. Even though we had some valuation issues come up considering the business was a little down ...
A Courier Service Acquisition Made Possible

A Courier Service Acquisition Made Possible Because We Saw That It Only Made Business Sense

Dave had bought a courier service very recently and saw another one for sale that he could easily integrate into the business he had just purchased. It was perfect for him. The lender he had used for the first acquisition ...
Associate Pharmacist Becomes the Boss

The Associate Pharmacist Becomes the Boss – Like the “Good Ol’ Days”

We were able to finance the person most deserving of buying the pharmacy which was the protégé of the current Pharmacist/owner. It seems like these scenarios don’t happen enough in our modern world, and when they do, they are special ...
We Looked at This Plumbing Acquisition a Little Different

Too Soon for Other Banks, but We Looked at This Plumbing Acquisition a Little Different

Corey had just recently bought 5 or 6 Battery Plus stores financed by a competitor bank who he also took this plumbing deal to. They didn’t want to do this plumbing acquisition as it was too soon for them considering ...
IT Company Expansion That Makes Sense

When Expansion Makes Sense, It Just Makes Sense

Ram started an IT company and then bought another IT company about a year later for cash. Both of these businesses were doing ok, but not exactly killing it when it came to cashflow. He then saw another IT company ...
A Fellow Banker Comes to us because He Knows His Bank is too Conservative!

A Fellow Banker Comes to Us Because He Knows His Bank is Too Conservative!

So a fellow banker who will be left nameless here to protect his identity met us at a show last year. He worked for a major bank who will also be left nameless in this story. That major bank, he ...
IT Acquisition that was Worth the Wait! Even though it was Painful!

IT Acquisition That Was Worth the Wait – Even Though It Was Painful

John had a successful career in the IT sector and just about had enough of corporate America as he thought he was literally losing his soul. Go figure...we hear this a lot. He found an MSP (Managed Service Provider) business ...
The Man with the Plan to Build a Retail Empire across Florida!

The Man with the Plan to Build a Retail Empire Across Florida!

Ross is a retail superstar and has many retail locations across Florida from beach stores to collectible stores. When he saw a specialty children's clothing store called for sale in his neck of the woods he just had to add ...
Tales of an SBA SOP Nightmare...This Deal was Caught Right in the Middle!

Tales of an SBA SOP Nightmare…This Deal was Caught Right in the Middle!

So the SBA made some changes to their "Standard Operating Procedures" this last year. However, it really caused some chaos in the process.....probably unintended, but still chaos. At first they made some changes...then they changed those changes...then they altered some ...
Funded HVAC Acquisition in Southern, IL

Funded HVAC Acquisition in Southern, IL – Here’s Their Story

We got the funding that Phil and Abhi needed for their HVAC acquisition even when their original seller backed out at the eleventh hour. Here's the full story... Phil and Abhi were seeking to ramp up construction-related service businesses and ...
We Won't Stop Until We're The Flooring Kings of Michigan

We Won’t Stop Until We’re The Flooring Kings of Michigan

Our clients wanted to become the flooring kings of Michigan and expanding through acquisitions could really speed things up under the right conditions. Learn how we got the deal done. Bryan was a well-respected flooring company owner in Western Michigan ...
Inter-Creditor Agreement Helped Closed Acquisition

Inter-Creditor Agreement Helped Closed Acquisition – ICA Explains

Our knowledge of commercial finance & agriculture really paid off for a cattle auction house acquisition due to a creative inter-creditor agreement. No bull about it, we know how to close deals! Here's the scoop... We financed the acquisition of ...
Wedding Venue Startup Acquisition In Texas CLOSED

Wedding Venue Startup Acquisition In Texas CLOSED

A rustic destination wedding venue startup acquisition in Texas just closed. $2.75M based on experience, down payment, liquidity, & net worth. Read the full story: This ranch in San Patricio, Texas is a lavish yet rustic destination wedding and special ...
Harvard grads buy a daycare center

Daycare Acquisition In Ohio River Valley Closed By Harvard Grads

Harvard graduates got help from Ivanhoe Capital for a daycare acquisition in Columbus, Ohio, and of course, we got the deal closed. Here's the story... Two Harvard graduates and a high-level executive got into Child Services (daycare) to make ...
Hair Restoration Practice Loan Saves Atlanta Doctor $273,495

Hair Restoration Practice Loan Saves Atlanta Doctor $273,495

And That's Just The Beginning! Dr. Anderson has a hair restoration practice in Atlanta with about $1.25 Million in debt on an SBA 7A loan that was prime plus 2.75%.  This means that his loan right now was 6.25% and ...
Dance Studio secures SBA loan for new property

Closed on Start-Up Dance Studio…Not Easy in This COVID Environment

Kayla and Kaitlin's life-long dream was to have their own Dance Studio where they could build it like Sinatra - "Their Way"! Incite Dance Center is their creation and is a space for dance education that goes beyond the physical ...
Hair Restoration Clinic Expands & Saves Money With New Financing

Hair Restoration Clinic Expands & Saves Money With New Financing

Dr. Anderson already had some higher-rate equipment financing debt to the tune of about $393,000. He is a well-known hair restoration specialist in the Southeast that has two clinics. We were able to secure him a Small Business Association (SBA) ...
$395,000 SBA Loan Closed: Residential Painting Acquisition In Wisconsin

$395,000 SBA Loan Closed: Residential Painting Acquisition In Wisconsin

This Wisconsin borrower had no experience in the painting industry and had never owned a business before. This is usually a deal-breaker, but our lender was comfortable with the situation due to our client's strong cash flow. How We Secured ...
Start-Up Loan Closed For A Rosati’s Pizza Franchise In North Carolina

Start-Up Loan Closed For A Rosati’s Pizza Franchise In North Carolina

This scenario was referred to us by one of Rosati’s Pizza top franchise referral sources. Rosati’s Pizza is considered a Tier 1 franchise based out of the suburban Chicago area. For years that brand has been a staple in the ...
Saved This Hair Restoration Practice In Atlanta Thousands Per Month

Saved This Hair Restoration Practice In Atlanta Thousands Per Month

This scenario was not easy due to the fact the prior year was the first tax return in which this hair restoration practice showed a profit. There were also some tax liabilities from prior years that we had to deal ...
Evergreen Park Hot Dog Stand Loan Closed

40 Year Evergreen Park Mainstay CLOSED With Only 12% Down From New Buyer!

In the 1970’s Ken Wojcicki started his hot dog stand. He opened early that day in the morning and thought he was going to sell some coffee and danishes, but his first order was a polish sausage and fries…only in ...
Million Dollar Laundromat Acquisition That Was Losing Money!

Million Dollar Laundromat Acquisition That Was Losing Money!

Using our extensive knowledge of Advanced Credit Analysis, we were able to uncover the true cash flow value of this laundromat in order for a lender to approve the acquisition loan. We were able to recast their expenses and capitalize ...
small business loan

Small Business Loan for Maid Service with Little Collateral

A buyer was interested in purchasing a small business, a maid service in Florida, and needed a loan, but was turned down multiple times by the banks. This small business consisted of a few vehicles, cleaning supplies and a client ...
independent start up restaurant

We’re Approved For Independent Start-Up Restaurant Loan!

This loan was approved for the start-up of an independent restaurant with some working capital. Now they are OPEN for business in the suburbs of Chicago. SBA 7a loan program 70% loan to cost $288,000 loan amount 10 year term 10 ...
small business start up loan

Difficult Small Business Loan – Consider That Bakery Loan Closed!

We Closed A Small Business Loan For This Bakery, in Highland Park, Despite Their Issues Open Judgements Credit Scores below 600 Multiple residential properties not making money that owner wanted to consolidate into the loan on Bakery Needed to re-cast ...
commercial real estate restaurant loan

A Tough Restaurant Deal

This Family Restaurant's Bank Had Been Bought Out And The New Bank Said NO RESTAURANTS! What To Do Now? They had been to four major banks who all turned them down for refinancing! At this point they thought they were ...
Purchased a Chiropractic Practice with -$200K Net Worth: Loan Approved!

Purchased a Chiropractic Practice with -$200K Net Worth: Loan Approved!

The buyer had been working at this chiropractic practice for the past year. The seller’s wife was diagnosed with cancer and wanted to sell. The borrower had a negative $200K net worth due to student loans, 650 credit score, and ...
Liquor Store Buyout | $150K Loan with 6% Variable Interest Rate for 10 Years

Liquor Store Buyout – Only Open 2 Years

Liquor Store Purchase (buying out the other 50% partner) which was a relative and they had two different ideas of how to run the business. The business had only been open for two years. We were able to use the ...
$6.5 Million Loan for this Environmental Company...Can you say Pari-Passu?

$6.5 Million Loan for this Environmental Company…Can you say Pari-Passu?

So every once in a while we get a transaction that really is pretty straight-forward and no exciting plot twist is involved. This environmental company out West was one of these projects, as there was really nothing I can think ...
fishing tackle ecommerce acquisition

$6.7M Ecommerce Acquisition Closed – Fishing Tackle Company Florida

We just helped a fishing reel & tackle ecommerce acquisition in Southern Florida get funded using a Pari Passu structured deal even though there were very few hard assets. Here is the story. This fishing company does most of its ...
Ammunition Manufacturing Acquisition Closed on the East Coast

Ammunition Manufacturing Acquisition Closed on the East Coast

When most lenders said "no way, it's too controversial", we said we don't discriminate and got this ammunition manufacturing acquisition on the East Coast funded. Here's how we did it. Mike had built a pretty impressive food-service franchise portfolio and ...
Employee Acquisition of HVAC Company He Helped Build

Employee Acquisition of HVAC Company He Helped Build

HVAC company acquisition goes to a loyal employee who worked his way up from technician to GM and is now owner! Glad we could help. Here's the story behind the American dream: Mark was a very loyal employee for over ...
$10M Logistics Acquisition in Florida | Treasure Coast Deal Closed

$10M Logistics Acquisition in Florida Just Closed

We just closed a $10 million logistics acquisition in Florida's Treasure Coast for a seafood trucking company owner who is ready to retire after 30 years. Here's the story... The owner of a very successful trucking company was finally ready ...
Wood Framing Company Buyout By 2 Employees In Colorado

Wood Framing Company Buyout By 2 Employees In Colorado

Two employees buyout a wood framing company they worked at in Colorado for $9.5 million. Here is how we structured a pari-passu deal to close it. So, these two long-time employees of this wood framing market leader in Colorado wanted ...
business man with cape receives sba loan

Huge Success Story When Business Reaches Maximum SBA Loan Eligibility

Ok, so what happens when your client is trying to purchase a business for $4.8 million dollars and they only have around $2.3 million in SBA eligibility left because they currently have a $2.7 million SBA loan outstanding? Can you ...

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