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    A Not So ‘Wooden’ Approach

    Navigate Commercial Finance supported a long established West Midlands based flooring contactor secure a new seven figure Invoice Finance solution, that will assist the business with their plans to achieve £20m turnover within the next four years.

    The business had a great relationship with their current funder and acknowledged the part they have played in supporting their growth to date. There was however, a feeling the incumbent was at capacity and therefore restrict management’s growth plans.

    Navigate Commercial Finance met management and on discussing plans it was clear sales growth was very realistic and without an increased facility limit, this would put the business under unnecessary pressure. It was also important that any new lender should provide strong levels of service, coupled with predictable flow of funds, allowing the business to manage their working capital as they grow.

    From here, we approached the most suitable lender who presented to their board, who in turn agreed this was the right opportunity triggering indicative terms to be issued. This was an important process as now key stakeholders were invested from an early stage.

    The benefits of the indicative terms:

    A 50% increase in the funding limit

    A higher prepayment level

    A relaxed security structure

    Potential cost savings in excess of 15% per annum

    Importantly the day-to-day management of the facility would be familiar to the business as lender systems were demonstrated and operational requirements were discussed at the start, which reaffirmed compatibility. Both parties were keen to proceed so further due diligence took place and within a short time, the facility was fully credit backed, without changes as key stakeholders were already keen to support.

    From there the new lender took over the facility within the timeframe outlined. An excellent result for all concerned as the business not only has a facility limit sufficient to support their growth aspirations, but all other areas of the Invoice Finance solution were improved upon.

    At Navigate Commercial Finance we pride ourselves in taking time at the front-end to understand the business and get the funding requirement(s) right so both the borrower and the lender know exactly what to expect. This makes for a smoother transition through to completion and for the on-going borrower/lender partnership.

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    Wholesaler enjoys benefits of a new seven figure invoice finance facility, including 25% increase in the funding limit, improved debtor insured limits, and 38% cost saving against high street bank terms • Six figure asset refinance of a CNC machine provides a capital injection to support a manufacturing business’ swelling order book • Seven figure commercial mortgage allows management team to complete a bolt on acquisition into their manufacturing group • Six figure blended revolving credit, and invoice finance facility provides wholesaler with the ability to buy stock, and fund sales growth • Facilities management business plans to kick on following a successful management buyout, funded by a seven figure cashflow loan with tailored repayments •