2013

G2 Capital Advisors, a provider of buy-side, sell-side and financial advisory services to middle market investors and companies, is pleased to announce today that chairman and chief executive officer Jeffrey Unger will present during the Smaller Business Association of New England (“SBANE”) Breakfast Series being held on Wednesday, February 12, 2014 at The Westin Hotel in Waltham, MA. Mr. Unger’s presentation, “When organic growth isn’t enough … Key questions to consider when developing a growth strategy,” will provide valuable insight into developing a well-defined growth strategy that is both realistic and flexible for today’s middle market companies.

This year’s event is sponsored by Pierce Atwood LLP, a leading regional law firm serving New England, Washington, DC and international clients based in Stockholm, Sweden.

Professionals in securities investment banking, financing and restructuring are encouraged to attend, along with companies seeking to define and implement effective growth strategies. Doors open at 7:00 am to provide networking and breakfast, followed by SBANE’s distinguished panel of speakers from 8:00 to 9:00 am. To reserve your spot today, click here or search “Upcoming Events” on the SBANE website at www.sbane.org. Mr. Unger’s presentation can help you discover if M&A opportunities are right for you. Get answers to the important questions that can help take your business to the next level.

G2 Capital Advisors looks forward to seeing you on February 12th. Our corporate headquarters are located 535 Boylston Street, Suite 701 in Boston, MA. If you are unable to attend the SBANE Series at the Westin Hotel or are interested in scheduling a formal meeting with G2, please email Lauren Meola, Principal at G2, at [email protected]. We will make every effort to meet with you at your convenience.

THE CLIENT

Sankaty Advisors, LLC, The credit affiliate of Bain Capital, LLC

Sankaty is a leading private manager of fixed income and credit instruments. With approximately $18.9 billion assets under management, Sankaty invests in a wide variety of securities and investments, including leveraged loans, high-yield bonds, distressed/stressed debt, mezzanine debt, structured products and equities.

THE SITUATION

After executing an extensive operational turnaround, Sankaty Advisors, the control owner of Rotorcraft Leasing Company (“RLC”), was exploring financing options to fund additional working capital and new growth opportunities. This was a complicated transaction based on the number of stakeholders involved in the process and due to market conditions and events that occurred prior to Sankaty taking control of the business in 2011.

THE ENGAGEMENT

In 4Q 2012, G2 Capital Advisors was engaged as the exclusive Investment Banker to Sankaty and RLC. The focus of the mandate was to develop a capitalization strategy and then to execute a financing process. The process included; identifying and engaging multiple capital providers, identifying new funding sources and leading negotiations with the new financing partner. Due to the nature of the complex stakeholder structure around the transaction, G2 played a key role in the negotiations and communications between the original debt holder syndicate, secondary lenders, equity holders and RLC management team.

THE OUTCOME

After a comprehensive analysis and selection process, Salus Capital Partners was chosen as the partner of choice for Sankaty and RLC, providing a creative $45 million unitranche asset based solution that satisfied the needs of both RLC’s management and the original debt and equity holders of the Company.