When middle market companies are allocating resources to strategic priorities, capital expenditures can be overlooked. This can lead to breaching loan covenants, or cutting corners on capital projects and delaying mission critical maintenance expenditures.

O’Keefe provides experience and the creativity needed to leverage limited resources. We help clients evaluate their capital plans and optimize capital structure to fund investments. This includes the validation of project ROI, developing long-term capital improvement strategies and establishing project metrics.

We work collaboratively with clients to assess the status of project plans, identify risks, revise plans and develop long-term capital strategies to support client initiatives.  Additionally, we assist in negotiating expanded financing capacity and revised loan covenants with lenders.