8% → 14%
ROE Improvement
Capital Structure Optimisation for an Industrial Manufacturer
客户简介
A second-generation family-owned industrial manufacturer in India with $50M revenue but an inefficient capital structure heavily weighted toward equity.
面临的挑战
The company had zero debt despite strong, predictable cash flows. This ultra-conservative approach was limiting growth and depressing return on equity for family shareholders.
我们的方法
Nirji performed a capital structure analysis, designed an optimal debt-equity mix, arranged a $20M term loan facility, and structured a $5M shareholder dividend recapitalisation — allowing the family to extract liquidity while maintaining control.
交付的解决方案
Improved ROE from 8% to 14%, arranged $20M in growth capital at attractive terms, and facilitated $5M in family liquidity without diluting ownership.
所有可衡量的成果
8% → 14%
ROE Improvement
$20M
Growth Capital Arranged
$5M
Family Liquidity
0%
Ownership Dilution
"Nirji showed us that our conservatism was actually costing us money. The new structure funds our growth and rewards the family."
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