Transaction Advisory

Transaction Advisory

Bluejay Role: Following a management change, Bluejay Advisors assessed the growth plan and financial projections presented by the new management team to the debt holders. Bluejay also performed a business assessment including an operational evaluation, safety and compliance review, technological analysis, and personnel assessment.

Client Description: SOAR Transportation Group is a Salt Lake City-based provider of logistics, brokerage, and truckload refrigerated services nationwide. Capitala Group is a leading provider of capital to lower and traditional middle-market companies through its family of credit focused funds.