Using real life examples, Adam will share how operational cashflow plays a vital role in acquisition and succession transactions. He will explain how lenders evaluate leverage ratios and lend against multiples of cashflow. Lastly, he will share examples of various acquisition financing structures and their pros and cons.
1. Understand how lenders look at leverage ratios
2. Learn the importance of lending multiples of cashflow
3. Discuss different acquisition financing structures
Adam Farag
Adam Farag brings to Oak Street Funding more than a decade of banking industry experience providing specialized lending to business owners. As a trusted advisor to hundreds of business owners during his career, Adam’s financial knowledge and expertise has helped them grow their businesses into successful companies. Before joining Oak Street Funding, he was Vice President of Lending at Renovo Financial. At Renovo, Adam was one of the original 15 employees who helped the business become recognized as the 2nd fastest growing company in Chicago in 2016. In the past 6 years, Adam has provided wealth advisors more than 150 million in capital for acquisitions, succession plan fulfillment, and capital restructure. Adam and his wife Kristen live in Indianapolis, Indiana, with their two children and enjoy lake life, golf, concerts, and sporting events.