Case Study : Jewelry Wholesaler

A Jewelry Wholesaler retained Kellogg Associates to assist in their dealings with their lender. During this period, market conditions were very weak, and the company was sustaining significant losses. The bank would not support seasonal working capital needs, and in fact wanted to reduce loan balances substantially. Kellogg Associates:

1. Developed plan to bring in accounts receivable factor.
2. Negotiated terms with bank that provides for subordination of collateral and substantial loan paydown, while at the same time giving the company the liquidity they need to execute a turnaround.

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• Lender With a Substantial Problem Loan
• New England Community Bank
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• Fast-food Franchisee
• Jewelry Wholesaler
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What Our Clients Say

“Dave's knowledge of banking and finance blends well with his entrepreneurial spirit to support the deployment of any financially based business strategy.

Dave also has a strong bias for action and getting the job done expeditiously. His diplomatic talents enable him to minimize the tangles and tight spots of a negotiation, which simplifies and further expedites the process.”

- Tom Boyd, President
  Blow Molded Specialties

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