CASE STUDY


Project Heart

Facilitating a $35MM Term Debt Solution

Project Heart logo representing term debt financing designed for a strategic business services acquisition and future growth.

Transaction Value: $35MM

Buy-side advisory/financing

Project Heart required substantial funding for a strategic acquisition in the business services sector. A $35MM term debt package was structured with competitive terms, aligning financing with the company’s long-term strategic objectives. This tailored debt solution enabled smooth integration, operational scalability, and future business expansion, strengthening the company’s market position and growth potential.

Industry: Business Services