An opportunity was identified to support this client, a cold storage and logistics company, through a critical transition. A change in leadership, triggered by a business dispute, created challenges within the existing financing structure. The previous advisory relationship had lacked the hands-on, tailored guidance necessary to navigate these unique circumstances. Upon taking on the client’s portfolio, the need for a strategic solution to manage the director change and ensure business stability was quickly recognised.

With a $16 million business facility managed through a major Australian bank, refinancing was required to accommodate the leadership transition. Recognising the urgency, DIG Capital developed a solution to streamline the process, minimise disruption and position the company for future growth.

When one of the new directors approached DIG Capital, time was taken to understand the complexities of their situation and develop a strategic solution. Leveraging expertise in the logistics sector and strong relationships with lenders, the refinancing of the entire facility was facilitated, transitioning it to a specialist lender. This move provided immediate stability, allowing the company to operate smoothly under new leadership.

Within 12 months of the refinance, a major dairy and meat import-export firm—one of the company’s former clients—proposed leasing the entire cold storage facility. This not only introduced a new revenue stream but also marked a significant shift in the company’s business model.

As the facility with the specialist lender neared expiration, DIG Capital secured a new refinancing deal with a major bank. By leveraging the change in business model, the client obtained more favourable financing terms, paid off additional debt and significantly improved cash flow—strengthening their position for the future.

The client now benefits from a more secure financial position, backed by a strategic refinancing solution that has set them up for long-term success. With DIG Capital’s guidance, the company seamlessly navigated a challenging leadership transition, ensuring uninterrupted operations. The new lease agreement established a strong, steady income stream, significantly enhancing their revenue model.

Additionally, the increased property valuation secured more favourable financing terms, improving cash flow and enabling debt repayment. As a result, the company now operates with a more efficient debt structure, stronger financial stability and a clear path for future growth.