Raising finance for SaaS data insights provider, Retail Insight

Deal typeM&A & Private Equity
IndustryTechnology & Media
Sub-industryTechnology
Retail Insight ("RI") provides analytical SaaS solutions that help retailers and consumer packaged goods suppliers drive operational excellence, enabling stronger like-for-like sales, improved margins and increased customer loyalty. The group serves the world’s largest retailers and processes over 10% of worldwide grocery sales.
 
Ventiga Capital Partners backed RI in 2019 to take advantage of the significant market opportunity and has successfully scaled the business since acquisition.
 
BDO Debt Advisory advised RI in raising facilities to refinance existing debt and fund working capital to support the continued growth of the business. The negotiated terms offer flexibility through a significant portion of the facility being a RCF, allowing the company to optimise working capital during in the next phase of growth.

“Once again, BDO Debt Advisory team has delivered a great outcome to a tight timetable. Their absolute commitment, technical ability and attention to detail was showcased throughout the process. It has been a pleasure to work with a team that shares our passion for this exciting SAAS business and takes so much pride in their work.  We consider BDO as a valued advisor to the firm and are looking forward to working with them again soon.”

Daniel Mytnik, Founder and Managing Partner, Ventiga Capital Partners