CLIENT FINANCING STORY
A privately held tree services company
$20 Million Equipment Financing for a Growing Tree Services Company
A tree services company needed $20 million in equipment financing, but its existing bank could not provide the facility. Alliance Capital Advisors developed a new financing path and guided the transaction through closing and funding in 2026.
FINANCING CLOSED
$20MMEquipment Line of Credit
CLOSED & FUNDED 2026
THE STARTING POINT
A clear need. A financing obstacle.
The business need
Growth plans called for a significant investment in fleet and equipment. The company needed dedicated financing capacity to support those purchases without treating long-term equipment needs as ordinary working capital.
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It first approached its existing bank for the required facility.
The financing challenge
The company had an established banking relationship, but its bank was unable to provide the equipment financing it needed. The next step required more than contacting another lender.
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The company needed a financing strategy and a credit presentation suited to an institutional equipment lender capable of evaluating a transaction of this size..
HOW ALLIANCE HELPED
From the request
to the closing.
Alliance Capital Advisors built a financing approach around the company’s equipment investment plans.
The team identified an institutional equipment lender, helped prepare and position the credit request, coordinated information flow, supported structure and term discussions, and managed the process through approval, documentation, and closing.
Alliance also kept the equipment financing distinct from the company’s other potential credit needs.
THE FINANCING STRUCTURE
Financing built around the need.
- FACILITY
- Equipment Line of Credit
- AMOUNT
- $20MM
- CLOSING YEAR
- 2026
The completed transaction was a $20 million equipment line of credit with an institutional equipment financing provider. The facility was intended to support eligible fleet and equipment investments.
More financing details
Other financing opportunities were pursued separately and are not part of the $20 million closed amount.
THE OUTCOME
Closed and funded in 2026.
The financing result
The $20 million equipment facility closed and was funded in 2026. A financing request the company’s existing bank could not accommodate became a completed institutional equipment financing transaction.
More about the result
Alliance guided the assignment from financing strategy and lender selection through approval, documentation, and closing.
What the financing enabled
The company secured dedicated equipment financing capacity for its planned fleet and equipment investments, supporting its broader growth objectives.
Planning your next equipment investment?
Talk with Alliance about your financing needs.
Financing terms and outcomes vary by borrower and lender.