CASE STUDY: California Government Contractor Navigates Financial Turbulence with Strategic Capital Solution


Estimated reading time: 2 minutes

Background

Credit facility limit:
$500,000

General description:

Metal surface finishing and precision machining

State of formation:

California

Customer type:

Military aircraft contractors and aerospace component providers
 

Business Challenge

This California-based government subcontractor specializing in metal surface finishing was experiencing rapid growth. Although revenue was on the rise, the company faced losses in the previous year and aimed to reach a break-even point by the end of the current year. These losses rendered the company ineligible for a traditional bank line, and the existing long-term investor loan fell short of meeting their growth expectations.
Furthermore, the company had a history of outstanding payroll taxes that required resolution, highlighting an urgent need for liquid capital.

Proposed Solutions

United Capital Funding (“UCF”) proposed an asset-based, accounts receivable financing facility; which delivered a highly flexible working capital structure that is sufficient and flexible enough to grow along with their current increasing demand. Through this form of financing, the company was able to:

  • Secure an adequate credit facility collateralized by their accounts receivable; then they could have otherwise achieved by leveraging their current balance sheet under their existing traditional revolving line of credit.
  • Increase liquidity to support incoming demand without raising dilutive equity capital.
  • Expand at an integral part of the company’s life cycle without restrictive covenants.
  • Decrease their overall Days Sales Outstanding by working with an institution that has been in business for 25 years supporting its customers with professional receivable management services.
  • Reduce senior management’s time and energy on cash flow management and therefore, allowing greater attention on growing revenues and ensuring customer satisfaction.

Conclusion

The partnership forged with United Capital Funding did more than just meet the company’s immediate financial requirements. It set the stage for enduring prosperity through enhanced cash flow management

By working with UCF, this customer gained the additional working capital necessary to support continued growth and seek additional business in new verticals and markets.


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