Smart scan

Point it at a matter: it detects document types, builds the chronology, and lists every party. Live.

Smart scan / 1006-00001

Firm's first financing engagement for the Company Finance & Banking 12 docs · open →

Document types detected

Contract / agreement8

Analysis / memo2

Correspondence1

Engagement letter1

Parties across the matter

CRESTLINE PACKAGING SOLUTIONS LLCCounsel Crestline Packaging Solutions LLCCrestline Coatings IncCrestline Packaging Solutions LLCEMAIL AND Severin Partners LLCHARKNESS LLPHarkness LLPIRONWOOD CAPITAL FINANCE LLCIronwood Capital Finance LLCOF CRESTLINE PACKAGING SOLUTIONS LLCOVERNIGHT Crestline Packaging Solutions LLCRao LLPRidgeway Capital Management III LLCWestmark Services Inc

Chronology

2026-05-07 · negotiation-issues-memo.docx

… se over the life of the loan. Assuming no prepayments, by maturity on May 7, 2026 (approximately five years from closing), the compounded PIK interest will have increased …

2026-05-07 · closing-checklist.xlsx

… Interest: 10.50% (1,050 bps) — 8.00% cash pay / 2.50% PIK; Maturity: May 7, 2026; Origination Fee: $400,000 (2.00%) 2 | Transaction Documents | Mezzanine Promissory Note …

2026-05-07 · intercreditor-agreement.docx

… one-half percent (2.50%) per annum payable in kind), and maturing on May 7, 2026, the obligations under which are collectively referred to herein as the "Mezzanine Obliga …

2026-05-07 · mezzanine-credit-agreement-execution.docx

… under or in connection with any Loan Document. "Maturity Date" means May 7, 2026. "Note" means the Mezzanine Promissory Note dated April 22, 2021, in the original princip …

2026-05-07 · mezzanine-promissory-note.docx

… er or under the Credit Agreement, shall be due and payable in full on May 7, 2026 (the "Maturity Date"). The Borrower acknowledges and agrees that no scheduled amortizatio …

2026-05-07 · pledge-agreement-cci.docx

… 2.50%) per annum payable in kind (PIK), with a final maturity date of May 7, 2026. The Mezzanine Loan is secured by second-priority liens on substantially all assets of th …

2026-05-07 · security-agreement-second-lien.docx

… and one-half percent (2.50%) payable in kind ("PIK"), and maturing on May 7, 2026; WHEREAS, CCI is a wholly owned subsidiary of CPS and operates the specialty chemical coa …

2025-09-12 · closing-checklist.xlsx

2025-09-12 · intercreditor-agreement.docx

… ed seventy-five (275) basis points per annum, with a maturity date of September 12, 2025. "Senior Liens" means all liens and security interests on and in the Collateral securing …

2024-09-12 · closing-checklist.xlsx

2024-09-12 · intercreditor-agreement.docx

… red twenty-five (225) basis points per annum, with a maturity date of September 12, 2024, and (ii) a term loan A in the original principal amount of Twenty-Five Million Dollars ( …

2022-12-31 · mezzanine-credit-agreement-execution.docx

… 00,000, incurred during the fiscal years ending December 31, 2021 and December 31, 2022. "Permitted Indebtedness" means (a) Senior Debt under the Senior Credit Agreement in an a …

2021-12-31 · mezzanine-credit-agreement-execution.docx

… nt not to exceed $28,500,000, incurred during the fiscal years ending December 31, 2021 and December 31, 2022. "Permitted Indebtedness" means (a) Senior Debt under the Senior Cr …

2021-06-30 · mezzanine-credit-agreement-execution.docx

… tember, and December during the term of this Agreement, commencing on June 30, 2021, and including the Maturity Date. "Interest Rate" means ten and one-half percent (10.50%) …

2021-06-30 · mezzanine-promissory-note.docx

… the Mezzanine Loan (each, a "Quarterly Payment Date"), commencing on June 30, 2021, and continuing on each successive Quarterly Payment Date thereafter through and includin …

2021-05-22 · closing-checklist.xlsx

2021-05-22 · post-closing-letter.docx

… -Lien Mortgage. Accordingly, the applicable deadline for this item is May 22, 2021. We note, however, that the general post-closing deadline under the Mezzanine Credit Agre …

2021-05-10 · post-closing-letter.docx

… recording with the Montgomery County Recorder's Office no later than May 10, 2021, subject to timely receipt of the survey, legal description, and title confirmation mater …

2021-05-07 · closing-checklist.xlsx

2021-05-07 · post-closing-letter.docx

… C (unless a different deadline is specified for a particular item) is May 7, 2021, which is fifteen (15) calendar days following the Closing Date of April 22, 2021. Certai …

2021-05-06 · closing-checklist.xlsx

2021-05-06 · post-closing-letter.docx

… ing Date (April 22, 2021). Accordingly, the deadline for this item is May 6, 2021. Current Status: Pending — drafts in preparation. We anticipate circulating drafts to all …

2021-04-28 · post-closing-letter.docx

… anticipate circulating drafts to all parties for review no later than April 28, 2021, and filing promptly thereafter. Item 2: Second-Lien Mortgage Recording Pursuant to Secti …

2021-04-23 · closing-checklist.xlsx

2021-04-23 · post-closing-letter.docx

… : (212) 506-7200 Facsimile: (212) 506-7201 www.calderwoodharkness.com April 23, 2021 VIA EMAIL AND Severin Partners LLC OVERNIGHT Crestline Packaging Solutions LLC 4510 Harsh …

2021-04-23 · mezzanine-credit-agreement-execution.docx

… required distributions made during such period. "Funding Date" means April 23, 2021. "GAAP" means generally accepted accounting principles in the United States of America as …

2021-04-22 · borrowers-counsel-legal-opinion.docx

… k, New York 10020 Telephone: (212) 548-6000 Facsimile: (212) 548-6001 April 22, 2021 Ironwood Capital Finance LLC 600 Lexington Avenue, 22nd Floor New York, New York 10022 At …

2021-04-22 · closing-checklist.xlsx

… s Lender; $20,000,000 subordinated secured mezzanine term loan; dated April 22, 2021; governed by New York law | Calderwood & Harkness LLP / Whitfield & Rao LLP | Executed | …

2021-04-22 · officers-certificate-crestline.docx

… ursuant to Section 4.01 of the Mezzanine Credit Agreement dated as of April 22, 2021 April 22, 2021 Addressee: Ironwood Capital Finance LLC 600 Lexington Avenue, 22nd Floor N …

2021-04-22 · post-closing-letter.docx

… Re: Post-Closing Obligations — Mezzanine Credit Agreement dated as of April 22, 2021, among Crestline Packaging Solutions LLC, as Borrower, and Ironwood Capital Finance LLC, …

2021-04-22 · intercreditor-agreement.docx

… INTERCREDITOR AGREEMENT Dated as of April 22, 2021 Among PINNACLE COMMERCIAL BANK, N.A. as Senior Agent and IRONWOOD CAPITAL FINANCE LLC as …

2021-04-22 · mezzanine-credit-agreement-execution.docx

… MEZZANINE CREDIT AGREEMENT EXECUTION VERSION Dated as of April 22, 2021 among CRESTLINE PACKAGING SOLUTIONS LLC, an Ohio limited liability company, as Borrower, …

2021-04-22 · mezzanine-promissory-note.docx

… MEZZANINE PROMISSORY NOTE $20,000,000.00 April 22, 2021 New York, New York FOR VALUE RECEIVED, the undersigned, Crestline Packaging Solutions LLC …

2021-04-22 · pledge-agreement-cci.docx

… PLEDGE AGREEMENT dated as of April 22, 2021 by CRESTLINE PACKAGING SOLUTIONS LLC, an Ohio limited liability company, as Pledgor in fa …

2021-04-22 · security-agreement-second-lien.docx

… SECURITY AGREEMENT (SECOND LIEN) Dated as of April 22, 2021 among CRESTLINE PACKAGING SOLUTIONS LLC, an Ohio limited liability company, CRESTLINE COA …

2021-04-22 · warrant-agreement.docx

… WARRANT AGREEMENT Dated as of April 22, 2021 by and between CRESTLINE PACKAGING SOLUTIONS LLC an Ohio limited liability company and IR …

2021-04-21 · closing-checklist.xlsx

2021-04-20 · borrowers-counsel-legal-opinion.docx

… ngs Inc. issued by the Secretary of State of the State of Ohio, dated April 20, 2021; (g) Written consent resolutions of the members of Crestline Packaging Solutions LLC (inc …

2021-04-20 · closing-checklist.xlsx

2021-04-19 · borrowers-counsel-legal-opinion.docx

… ions LLC issued by the Secretary of State of the State of Ohio, dated April 19, 2021; (f) A Certificate of Good Standing for Crestline Coatings Inc. issued by the Secretary o …