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Transaction Success Stories

Representative debt financing transactions where TULA Capital provided advisory, structuring, and execution support across Europe. All details anonymized to protect client confidentiality.

HealthcareUnitranche / M&A FinancingFrance / Multi-Jurisdiction

€85M Unitranche for French Healthcare Platform

Structured single-lien financing supporting buy-and-build strategy across multiple jurisdictions with flexible accordion for add-on acquisitions.

€85M

Challenge

PE-backed healthcare platform needed flexible financing to support aggressive buy-and-build strategy across France, Belgium, and Luxembourg. Required single solution replacing traditional senior-mezzanine stack with embedded M&A capacity.

TULA's Approach

TULA structured competitive unitranche process across 8 specialized healthcare lenders. Negotiated flexible accordion allowing add-on acquisitions without lender consent up to €25M. Coordinated security across three jurisdictions with streamlined closing mechanics.

Outcome

€85M unitranche facility at 5.8x leverage with 10.5% blended coupon. Accordion facility enabled two acquisitions within 6 months post-close. 45-day execution from mandate to signing—30% faster than sponsor's prior transactions.

Key Highlights

  • 5.8x total leverage unitranche structure
  • €25M acquisition accordion facility
  • 45-day execution timeline
  • Cross-border security coordination
Software / TechnologyAsset-Based Lending / Carve-OutSweden / Nordics

€120M Cross-Border ABL for Nordic Software Carve-Out

Multi-jurisdiction asset-based lending facility for management buyout with transitional services agreement complexity and IP separation requirements.

€120M

Challenge

Management team carving out software division from Nordic industrial conglomerate faced complex TSA arrangements, separated IP ownership, and multi-currency receivables across Sweden, Norway, and Denmark. Traditional lenders uncomfortable with carve-out mechanics.

TULA's Approach

TULA identified specialized ABL lenders with Nordic and technology experience. Structured pan-regional borrowing base with coordinated field examinations. Negotiated €15M seasonal overadvance for working capital volatility during customer transition period.

Outcome

€120M ABL facility (€100M revolver + €20M delayed-draw) with best-in-class advance rates. Automated collateral monitoring reduced administrative burden. TSA bridge financing enabled smooth separation. Facility supported standalone EBITDA growth from €8M to €15M in 18 months.

Key Highlights

  • Pan-Nordic borrowing base structure
  • 85% AR / 65% inventory advance rates
  • €15M seasonal overadvance facility
  • Automated ERP integration
Financial TechnologyVenture Debt / Growth CapitalGermany

€40M Venture Debt for Berlin FinTech Series C

Venture debt facility concurrent with Series C equity round providing runway extension without dilution for payments infrastructure expansion.

€40M

Challenge

Series C fintech with €50M ARR raising €60M equity needed non-dilutive capital to accelerate European expansion and extend cash runway to profitability. Required lender comfortable with negative EBITDA but strong unit economics.

TULA's Approach

TULA ran targeted process among 5 specialized venture debt providers. Positioned company's SaaS economics and customer retention metrics to justify growth-stage structure. Negotiated covenant package based on ARR growth rather than profitability, with favorable warrant coverage.

Outcome

€40M venture debt facility at 9.5% cash + 8% warrant coverage. 36-month maturity with 12-month IO period enabled full deployment of equity capital before principal amortization. Revenue covenants aligned with business plan. Company reached profitability 9 months ahead of schedule.

Key Highlights

  • 36-month term, 12-month IO period
  • 8% warrant coverage at Series C price
  • Revenue growth covenants
  • Flexible prepayment terms
Industrial ManufacturingSenior Debt / Carve-Out FinancingUnited Kingdom

£150M Senior Facilities for UK Carve-Out

Multi-currency senior term loan and revolving credit facility supporting private equity acquisition and carve-out of industrial manufacturing division from FTSE-listed parent.

£150M

Challenge

Mid-market PE fund acquiring industrial division from public parent needed senior-only solution given cyclical end markets and sponsor preference to avoid mezzanine. Carve-out complexity included pension obligations, environmental liabilities, and shared service arrangements.

TULA's Approach

TULA positioned transaction to 12 relationship lenders emphasizing carve-out value creation, management quality, and defensive market position. Negotiated senior-only structure at 4.5x leverage despite cyclical exposure. Coordinated detailed TSA and separation mechanics with sponsor's lawyers.

Outcome

£150M senior facilities (£125M TLA + £25M RCF) at SONIA +375bps. Successfully closed despite market volatility. Carve-out delivered targeted cost savings within 12 months. Refinanced 2 years later at improved terms based on operational performance.

Key Highlights

  • £125M Term Loan A + £25M RCF structure
  • 4.5x total leverage senior-only capital structure
  • Multi-currency capability (GBP, EUR, USD)
  • 5-year maturity with amortization starting year 3
Enterprise SoftwareUnitranche / Cross-Border M&AUnited States / Europe

$200M Unitranche for Software Acquisition

Cross-border unitranche facility supporting European sponsor acquisition of US-based enterprise software platform with SaaS revenue model.

$200M

Challenge

European sponsor making first US acquisition needed cross-border financing for subscription software business. Lenders concerned about sponsor's limited US operating experience and company's transition from perpetual license to SaaS model.

TULA's Approach

TULA leveraged relationships with US direct lenders active in Europe to create competitive tension. Positioned company's SaaS transition progress and customer retention strength. Structured dual-currency facility optimizing sponsor's Euro-based equity and target's dollar-denominated cash flows.

Outcome

$200M unitranche at 11.25% cash coupon. Covenant-lite structure with SaaS-appropriate financial metrics. 7-year maturity enabled full SaaS transition without refinancing pressure. Company exceeded ARR growth projections, delivering 35% IRR to sponsor.

Key Highlights

  • 6.5x total leverage unitranche structure
  • Cross-border USD/EUR dual-currency facility
  • 7-year maturity with covenant-lite structure
  • Embedded growth capex allowances
Business ServicesMezzanine / Management BuyoutUnited Kingdom

£50M Mezzanine for UK Management Buyout

Subordinated mezzanine facility with PIK interest option and equity warrants supporting management-led buyout from family ownership.

£50M

Challenge

Management team seeking buyout from founding family needed subordinated capital to supplement senior debt and limited management equity. Required patient capital allowing earnings retention for organic growth rather than immediate deleveraging.

TULA's Approach

TULA identified 4 mezzanine funds comfortable with management-led deals and service sector exposure. Negotiated PIK option for first 3 years preserving cash for growth investments. Structured warrant package providing upside participation while maintaining management control.

Outcome

£50M mezzanine facility at 12% cash + 3% PIK with 10% warrants. 7-year maturity eliminated refinancing risk during growth phase. PIK election allowed £4.5M annual cash preservation during expansion. Business tripled EBITDA over 5 years; mezzanine lender achieved 2.8x money multiple including warrant value.

Key Highlights

  • 12% cash + 3% PIK interest structure
  • 10% equity warrant coverage
  • 7-year bullet maturity
  • Covenant package aligned with business plan

About These Case Studies

Are these real transactions?

Yes. All case studies represent actual financing transactions advised by members of the TULA Capital network. Details have been anonymized and simplified to protect client confidentiality, but transaction structures, sizes, and outcomes are representative of actual deals.

Can you help with similar transactions?

Absolutely. These case studies demonstrate the types of transactions we regularly advise across the EU and Switzerland. If you're facing a similar financing need or challenge, we'd be pleased to discuss how our experience and lender relationships can help achieve your objectives.

How do you ensure confidentiality?

We take client confidentiality seriously. Case studies are published only with explicit client permission or after sufficient anonymization. We never disclose company names, specific identifying details, or proprietary information without authorization. All case study content is reviewed internally before publication.

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