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Case
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Reference no. 9B00N026
Published by: Ivey Publishing
Originally published in: 2000
Version: 2011-10-15
Revision date: 21-Nov-2012
Length: 12 pages
Data source: Field research

Abstract

The account manager at the Confederation Bank was contemplating a loan request from Peak Roofing, a wholesale and retail distributor of roofing supplies. The funds would be used to add a new branch to its existing three Montreal sites. This was an opportunity to steal Peak Roofing's business from a competitor, but he knew he had to put together a careful analysis of the risks and opportunities to get the deal approved. To do so, he needed to size-up the business, create projected financial statements and structure a deal for both a term and operating loan.
Location:
Industry:
Size:
Medium
Other setting(s):
2000

About

Abstract

The account manager at the Confederation Bank was contemplating a loan request from Peak Roofing, a wholesale and retail distributor of roofing supplies. The funds would be used to add a new branch to its existing three Montreal sites. This was an opportunity to steal Peak Roofing's business from a competitor, but he knew he had to put together a careful analysis of the risks and opportunities to get the deal approved. To do so, he needed to size-up the business, create projected financial statements and structure a deal for both a term and operating loan.

Settings

Location:
Industry:
Size:
Medium
Other setting(s):
2000

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