Leveraged Finance
Need capital to acquire or merge with a business?
We specialize in business acquisition financing
Backed by years of experience, our commercial bankers specialize in working with companies to help them navigate the nuances of the merger and acquisition process in California.
Ready to grow your business?
The Leveraged Finance Group is a division of Zions Bancorporation that specializes in buyouts, recapitalizations, and growth capital. We support the space through direct debt financing and fund leverage facilities to support our private equity and credit investment partners. Leveraging the right financial experience to help guide the transaction, a successful merger or acquisition can provide several key advantages like reduced costs, greater synergies, higher growth, and increased valuation. Our partners rely on us for transparent communication, fast execution, and certainty to close.
Decades of Experience
For nearly 70 years, California Bank & Trust has been helping California businesses grow and prosper. With our demonstrated track record of success, you can count on us to help your business merge with or acquire another company.
Decisions Made Locally
We’re deeply involved with the California business community, which allows us to evaluate your opportunities and present you with other sources of equity, while connecting you with a network of resources to help facilitate your transaction.
A Personalized Approach
We understand that every business is unique, and no two transactions are the same. That’s why our knowledgeable and proactive bankers are committed to getting to know you and your business – so they can provide you with truly customized solutions.
Leveraged Finance Core Capabilities
Acquisition Financing
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Enterprise Value / Cash Flow
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Senior or Unitranche Structures
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Cash Flow or Asset backed Working Capital Lines
Structured Finance
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Subscriptions / Capital Call Facilities
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Fund Asset Leveraging Facilities
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Pre-Securitization Warehouse Lines
General Commercial and Industrial
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Lines of Credit (Cash Flow and Asset Backed Loans) / Term Loans
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Capital Expenditure / Equipment Lines
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Owner-Occupied Real Estate
Leveraged Finance
Acquisition Finance
Enterprise Value Lending Focus
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Revenue: $10.0 - $500.0MM
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EBITDA: $2.5 - $50.0MM
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Senior or First Out Hold Size: $5.0 - $50.0MM
Leverage Facility Focus
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Diversified Portfolio of Debt and/or Equity Investments
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Fund Size: $100.0MM - $1.0Bn
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Lower to Middle Market Investments
Leveraged Finance
Structured Finance
Subscription / Capital Call Facility Focus
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Diversified Investor Commitments
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Fund Size: $100.00MM - $2.0Bn
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Institutional, Pension Fund, HNW, RIA Investor Base
Recent Transactions
The Leveraged Finance Group works with a diverse base of partners and clients to provide a broad service offering from cash flow, ABL, unitranche, capital call/subscription, to general C&I financing.
Capital Call Line - Tech Company Investments
FUND FINANCE
Current facility size: $90.0 MM
In-Market facility size: $115.0 MM
Lead Arranger
Acquisition Financing - Provider of Mission Critical Emergency Responder Ratios
UNITRANCHE
CB&T Provided:
Revolver: $10.0 MM
First Out Term Loan: $13.0 MM
As part of a $43.0 MM Unitranche Facility
First Out Lender
Acquisition Financing - Wireless Communications Retailer
ENTERPRISE VALUE
CB&T Provided:
Revolver: $1.0 MM
Term Loan: $13.0 MM
Sole Lender
Hybrid Fund Leverage Line - Middle Market Debt and Equity Investments
FUND FINANCE
Facility Size: $900.0 MM
Hold: $25.0 MM
As part of a $43.0 MM Unitranche Facility
Syndicate Partner
Acquisition Financing - Broadband Installation and Wireline Communications Design & Staffing Services
UNITRANCHE
CB&T Provided:
Revolver: $3.0 MM
First Out Term Loan: $15.0 MM
As part of a $37.5 MM Unitranche Facility
First Out Lender
Acquisition Financing - Database Clearing and Visualization Services
ENTERPRISE VALUE
CB&T Provided:
Term Loan: $10.5 MM
Sole Lender
Fund Leverage Line - Software and Technology Company Debt Investments
FUND FINANCE
Facility Size: $400.0 MM
Hold Size: $55.0 MM
Syndicate Partner
Subscription Facility - Digital Infrastructure Investments
FUND FINANCE
Facility Size: $1.0 Bn
Hold Size: $75.0 MM
Syndicate Partner
Acquisition Financing - Disaster Restoration and Reconstruction Services
UNITRANCHE
CB&T Provided:
Revolver: $10.0 MM
First Out Term Loan: $30.0 MM
As part of a $60.0 MM Unitranche Facility
First Out Lender
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Let’s get acquainted
It’s our goal to support your business’s merger or acquisition in every way possible that maximizes value. To get started, schedule an appointment, or contact us directly.