We're delighted to have advised on the refinancing of existing facilities for a specialist manufacturer and supplier of timber products
James Donaldson Group Limited is a sixth-generation family business with a legacy of over 166 years in the timber industry, supplying customers throughout the UK. The Group’s facilities were maturing in 2026, and by leveraging its strong balance sheet the Group sought replacement working capital facilities with enhanced headroom to support its strategy.
How we went above and beyond
We developed a detailed understanding of the business through direct engagement with management and site visits, enabling us to clearly articulate the Group’s strategy and financing requirements to the market. We introduced the opportunity to a range of lenders and having generated strong interest we ran a robust and competitive process.
By working closely with management, through high-quality marketing materials and confident lender engagement, we presented a compelling credit story, driving strong interest and competitive tension.
Following a comprehensive and competitive debt advisory process, a preferred lender was selected.
The transaction led to the successful completion of the Group’s new multi-asset facility, delivering a refinancing solution aligned with the Group’s strategic and operational requirements.
