Driving Impact, One Client at a Time.

A New Jersey-based sustainable asset management and furniture company successfully completed a $5.5 million management buyout with guidance from Whitman Advisory. Through strategic deal structuring, lender introductions, and transaction support, the company secured the financing needed to transition ownership and continue growing.

A Canadian transportation company with a growing U.S. presence secured an $11.9 million first draw from a $75 million equipment line of credit through Whitman Funding Solutions. The financing solution provided the flexibility needed to purchase trucks and support continued expansion across North America.

A rapidly growing professional services company successfully completed a 100% ESOP conversion with the support of Whitman Advisory. Through strategic financial leadership, specialized ESOP financing, and operational support, the company secured a $12.8 million transaction structure designed to support long-term growth and ownership transition.

A New York-based commercial and industrial painting company secured $4.5 million in construction financing after facing challenges with its existing banking relationship. By refinancing with the right lender, Whitman Advisory helped the company strengthen its financial position and create a foundation for continued growth.

A Pennsylvania-based snack food manufacturer secured a $5 million borrowing base line of credit after struggling to refinance existing debt during a difficult business transition. With the right lending structure and banking partner in place, the company regained stability and continued its turnaround efforts.

Whitman Advisory helped a Pennsylvania-based events and hospitality company secure $3.6 million in refinancing through a customized term loan and line of credit structure. The solution improved liquidity, stabilized the balance sheet, and provided the working capital needed to support the seasonality of the business.

A New York-based engineering and light manufacturing company secured $3.1 million in refinancing through a customized mortgage, line of credit, and equipment financing structure arranged by Whitman Advisory. The solution helped stabilize the business after years of operational and financial challenges.