case-studies

Nothing Half Baked with This Commercial Bakery

The Company
This company is a Washington-based commercial bakery. The founder ran the company with the help of a capital infusion from a family member. At one point, however, the founder …More

Equipment-Only Loan Helps This Company Keep Rollin’ Down the River

The Company
The company is a bulk materials producer (sand and other minerals) based in Louisiana. It has a quarry in Missouri and a marine terminal that serves as a base …More

No Bugs in This Deal

The Company
The company is a California-based sub-contractor of fumigation services. Its clients are both commercial and residential.

The Situation
For three years, the company suffered losses such that the balance sheet was …More

A Long Standing Bank Client Exits with No Hard Feelings

The Company
This Arizona manufacturer of snack foods has been in business for over twenty-five years and is still owned by the company’s founder. It sells its products to all of …More

When the Chips Were Down, Former Client Came Back to Celtic Capital for Help Financing Its New Business

The Company
This company is a California-based manufacturer of specialty fiber optic products and is a former client that has come back to us for help financing a new business.

The Situation
We …More

Hummus Manufacturer Looking to Fly High in the Airline Industry

The Company
This is an Oregon-based company that manufactures hummus and is a co-packer of various other food products. With a product (hummus) that is shelf stable meaning it needs no …More

Consolidation of Four Companies Led Consultant to Celtic Capital

The Company
This company is a California-based provider of facilities management services.

The Situation
This deal involved the consolidation of four separate operating companies into one holding company. The four companies included one …More

Acquisition Tripped Bank Covenant of Commercial Bakery

The Company
This company is a California-based commercial bakery.

The Situation
In early 2017, the bakery owner acquired another bakery and integrated it into her current business. The acquisition was more challenging than …More

Publisher of Test Prep Materials Passed Celtic Capital’s Test

The Company
The company is a New Jersey-based publisher of test preparation materials for grades K through 12 – both hard copy and via software licensing. Sales are made to public …More

Affiliate Companies Turn to Celtic Capital to Realize Its Turnaround Plan

The Company
This deal involved two affiliate companies in Washington under common ownership. One of the companies manufacturers and distributes rock crushing equipment (components and parts); the other manufactures and sells …More

Foreign Receivables Are Not Foreign to Celtic Capital

The Company
This Ohio-based company provides temporary nurse staffing services.

The Situation
The company’s owner was financing the company himself. Instead of continuing to self-fund, he wanted to secure a line of credit …More

Relationships Matter!

The Company
This Company manufactures machining and drilling products and is located in the Midwest.

The Situation
The Company had been with a large bank for a number of years then moved to …More

A Business Owner, Due for a Break, Gets One from Celtic Capital

The Company
The company is in warehousing and trucking. It rents out space to hold its clients’ products (warehousing) and then ships the products out for the clients when necessary (trucking).

The …More

A Lower-Priced Deal May Actually Cost More in the Long Run

The Company
The Company is a wholesale petroleum distribution company located outside of Houston, Texas.

The Situation
The Company was banking with a small local bank and one of its main suppliers held …More

Celtic Capital Stays in for the Long Haul

The Company
This Pennsylvania Company, founded in 1995, manufactures wood veneer sheets and edge banding products used in furniture and doors. An acquisition of another manufacturer resulted in a second location …More

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