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Ian Atkinson Investment Manager, Business Loans Hull & East Yorkshire 07799 – 647549

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Presentation on theme: "Ian Atkinson Investment Manager, Business Loans Hull & East Yorkshire 07799 – 647549"— Presentation transcript:

1 Ian Atkinson Investment Manager, Business Loans Hull & East Yorkshire 07799 – 647549 iana@finance-yorkshire.com

2 Case Study – Office Business Systems, Willerby Long established, profitable Supply & service of photocopiers Issue: Highly geared structure following MBO end 2009 Project: Up-skill engineers; new CRM; Acquisition; Headroom Funding: Bank Invoice Finance package for core working capital FY: 3 loans staged over 12 months totalling £130k Result: Accelerated growth project; Increase T/O + Profit; New employees

3 Case Study – Food & Medical Equipment, Hessle Long established, profitable Company structure: Food & Medical Issue: Withdrawal of Bank IF facility + restriction on new ID line Project: Develop & market new surgery table product + headroom working capital Funding: new IF facility for w/c but restricted due to sector/export FY: Short term loan £75k Result: New product completed and £100k order already received

4 Case Study – Security Systems, Hull Long established, profitable Supply & maintenance of alarm & security systems Issue: Expansion w/c over & above Bank acquisition finance Project: HO expansion + growth through acquisition = £1m over 12 months Funding: Bank part-funded with term loans + Company investment FY: £150k short term loan Result: progressed acquisitions + already expanding HO functions

5 Ian Atkinson Investment Manager, Business Loans Hull & East Yorkshire 07799 – 647549 iana@finance-yorkshire.com


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