Case Studies

Cardtronics, the world’s largest non-bank owner/operator of ATM machines, retained Aequitas Advisors in conjunction with its analysis of high-yield and convertible debt financing options following its completion of a significant acquisition. The company had explored structural alternatives with bank advisors in some detail prior to Aequitas’ involvement, but felt independent, expert advice would be of considerable value to management and the board, particularly in the context of the complex, highly cost/tax-efficient transaction settled upon.

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Chart Industries, a leading supplier of highly-engineered equipment for the production and storage of industrial gases, retained Aequitas Advisors to help analyze refinancing alternatives for outstanding indebtedness, including a comprehensive review of investment bank proposals, and assist with implementation of the resulting strategy. Aequitas involvement extended from expert insight regarding process mechanics and attributes of various financing structures to strategies leveraging the competitive dynamics between banks to the introduction of specialized counsel and assistance negotiating deal fees, terms and provisions and optimizing marketing strategy.

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