Case Study: Swagelok Kansas City achieves a smooth family business transition with Enterprise Bank & Trust

Swagelok Kansas City saves on debt servicing and boosts working capital with Enterprise Bank & Trust

Swagelok Kansas City, an authorized sales and service provider for fluid system components, faced the emotional and financial challenge of transitioning ownership from one generation of the Pendleton family to the next. Enterprise Bank & Trust provided financing to facilitate this acquisition.

Enterprise Bank & Trust implemented a creative reducing revolver solution that gave Swagelok Kansas City flexibility to pay down debt while maintaining access to capital, which saved the company significant money on interest and debt servicing. This allowed the new owners to invest more back into the business. The successful transaction enabled a clean transfer of ownership and provided the capital needed for the next generation to establish its own vision and leadership.

Swagelok Kansas City