TSL Express Daily News
The Secured Lender
SFNet's The 81st Annual Convention Issue
Intro content. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Curabitur iaculis sapien sagittis, accumsan magna ut, blandit massa. Quisque vehicula leo lorem, a tincidunt eros tempor nec. In quis lacus vitae risus egestas tincidunt. Phasellus nulla risus, sodales in purus non, euismod ultricies elit. Vestibulum mattis dolor non sem euismod interdum.
-
Top 5 Apps for Organizing
Mar 7, 2019If you’re like most of us, we try to stay organized in business and life, but it gets increasingly complicated…
-
The Importance of Stretching
Mar 7, 2019Every personal trainer and athletic coach I have ever worked with has stressed the importance of stretching. When working out…
-
SFNet's 40 Under 40 Award Winners Panel Recap
Mar 6, 2019Moderator: Samantha Alexander, regional underwriting manager, Wells Fargo Capital Finance’s Corporate Asset Based Lending group and 2016 CFA 40 Under…
-
SFNet's Inaugural YoPro Leadership Summit
Mar 6, 2019The Secured Finance Network brought together the next generation of commercial finance leaders for a full day of learning and…
-
It’s a Marathon, Not a Sprint
Aug 22, 2018I was recently invited to participate in an executive panel to answer questions from a credit training class comprised of...
-
It’s Not Too Late – Five Member Benefits to Cash In On Now
Aug 1, 2018As we hit the half way mark on calendar year 2018, it is a good time to take stock and…
-
It’s Time To Break Up With Your Phone
Jul 18, 2018Do I have your attention? Let’s be honest here: do you have the attention span to read this article? Compared…
-
Lien Management – What You Need to Know
Jun 6, 2018UCC filing is the cornerstone of all loans and every lien portfolio...
-
Potential Impacts of Blockchain on Commercial Lending
Jan 15, 2018By Raja Sengupta, Executive Vice President and General Manager, Wolters Kluwer’s Lien Solutions When it comes to the rising importance…
-
How to be a Good Leader
Dec 5, 2017I know what you’re thinking…another article about how to be a good leader? The short answer is yes…but this time,…
-
Fintech and Due Diligence – Disruptors and Established Firms Evolve
Oct 30, 2017The fintech sector has gone through a number of manifestations in the past two decades.
-
A Commercial Banker’s Tickler Transition Plan
Oct 18, 2017Just do a keyword search for “bank tickler,” and you’ll quickly realize that banks are still heavily reliant on manual…
-
Understanding and Developing Your Personal Brand: Four Steps to a More Intentional Career Progression
Sep 5, 2017It is imperative for individuals to have a general idea about their future career aspirations, just as companies should have clearly defined strategies.
-
Selecting a Technology Vendor: 3 Questions to Ask
Jul 5, 2017As with anything else at your bank, selecting a technology vendor can be a challenging decision. Users from across different…
-
Why Back-Office Lending Automation Enhances Customer Satisfaction
Apr 25, 2017Every bank strives to keep its customers happy. Of course, some institutions are better at achieving this goal than…
-
The Lost Art of the Loan Purchase
Mar 2, 2017Purchasing a loan directly from a bank whether at par or discount is a not-often-used technique that is easily…
-
Audit Prep: Why a Paperless Approach Makes Sense
Feb 15, 2017How much time does your financial institution spend preparing for audits? We recently surveyed 187 community banks, and the results…
-
Back Office Support Services: Helping you approve more clients
Feb 7, 2017How many times have you come across a potential client who’s financials are either not up to date, not accurate,…
-
“All Assets” is the Key When Drafting UCC-1 Financing Statement Collateral Descriptions
Jan 30, 2017Even when prepared by outside or in-house counsel, many lenders pay close attention to draft UCC financing statements before they…
-
Paper Loan Files: Does Your Bank Know the True Cost?
Jan 12, 2017Sure, there’s a tangible cost associated with deploying an electronic loan imaging system. Software, support, and scanning hardware are just…
February 15, 2022
Source: The Halifax Group
Washington, D.C. — The Halifax Group (“Halifax”) has announced an investment in Case Facilities Management Solutions (“Case FMS” or the “Company”), a leading provider of snow and ice management and commercial landscaping services across the United States, with financing provided by Maranon Capital (“Maranon”). Case FMS provides its industry leading services to some of the largest multi-site commercial customers in the country. Halifax partnered with Founder and CEO Jason Case, who will continue to lead the business and retain a significant ownership stake in the Company. FocalPoint Partners ("FocalPoint") served as debt placement agent to Halifax on the transaction.
Headquartered in North Attleboro, Massachusetts, Case FMS serves close to 10,000 customer sites by leveraging the Company's proprietary technology platform and team of field managers to oversee a managed vendor network with thousands of service providers, supplemented by Case FMS' in-house service capabilities. In addition to snow management services such as plowing, de-icing, and removal, the Company provides outsourced facility services including landscaping, parking lot sweeping, and janitorial services. Case FMS focuses on the commercial markets and primarily serves national and regional customers across the healthcare, financial services, grocery, convenience store, transportation, and retail industries.
"We are very excited to partner with Jason and the talented Case FMS management team. The Company has experienced strong growth and developed an excellent reputation for service over the last decade. We look forward to supporting the Case FMS team in achieving the next phase of growth and success," noted Doug Hill, Senior Partner at Halifax. “Case FMS’ proprietary technology and hybrid operating model have made it a differentiated platform in the commercial snow and landscaping services markets with significant opportunity for accelerated growth and market share capture,” said Davis Hostetter, Principal at Halifax, adding, “FocalPoint provided valuable assistance throughout the financing process and was integral in developing a structure that best accommodated the seasonal nature of the business.”
“We are very pleased Halifax selected FocalPoint to assist with the acquisition financing for Case FMS during an incredibly busy period at the end of this year. We ran an expeditious process that provided Halifax with the options they needed to close in just 61 days,” said Rajesh Sood, Managing Partner at FocalPoint. Clay Bryan, Managing Director at FocalPoint, added, “We are excited to have played a role in Halifax’s acquisition of an exceptional platform in the B2B facility services sector and look forward to what the future holds for the partnership.”
About The Halifax Group
Founded in 1999, The Halifax Group is a private equity firm that partners with managers and entrepreneurs to recapitalize and invest in lower middle market businesses with total enterprise values generally between $100 and $300 million. Halifax specializes in equity recapitalizations, corporate carve-outs, and management buyouts and invests across a variety of industries, including health and wellness, outsourced business services, and franchising. The firm is headquartered in Washington, D.C. and maintains an office in Raleigh, North Carolina. To learn more, visit thehalifaxgroup.com.
About Case FMS
Founded in 2009, Case FMS is a leading provider of snow management and landscaping services to customers across the U.S. The Company focuses on the commercial market and primarily serves national and regional brands and institutions. In addition to snow and ice management, the Company provides various outsourced facility services including landscaping, sweeping, and janitorial services. Case FMS is headquartered in North Attleboro, Massachusetts. To learn more, visit casefms.com.
About Maranon Capital
Maranon is an investment firm focused on directly originated private credit investments. The firm’s professionals have built their careers specializing in middle market investing, and the team has committed over $10 billion of capital since 2007 through multi-product strategies that span the balance sheet to include value-added financing and equity co-investments. To learn more, visit maranoncapital.com.
About FocalPoint Partners
FocalPoint Partners, a B. Riley Financial Company (NASDQ: RILY), specializes in mergers and acquisitions, private placements (debt and equity), financial restructurings, and special situation transactions. With offices in Los Angeles, Chicago, Dallas, New York, and Shanghai, the firm provides financial advisory services to middle market clients across a broad array of industry sectors. With our recent growth, FocalPoint offers its clients one of the largest teams in the financial community wholly dedicated to middle market financing. For more information, visit focalpointllc.com and follow us on LinkedIn and Twitter.
Please contact Rajesh Sood, Managing Partner at 310-405-7050, Clay Bryan, Managing Director at 310-405-7085, or Clinton Miyazono, Director at 312-508-5782 with any questions about this transaction.

.jpg?sfvrsn=f1093d2a_0)