OUR PROCESS
Financeability first.
Execution with discipline.
A structured assessment connects the client’s objective to evidence, the appropriate financing lane and a defined engagement.
Discuss your capital needsTHE ENGAGEMENT SEQUENCE
Seven stages. One coherent mandate.
The depth of work scales with the transaction. The need for a truthful information base remains constant.
- 01
Understand the mandate
Identify the entity, ownership, location, capital amount, use of proceeds and business objective. Clarify the decision-makers, proposed timetable and any immediate deadlines.
- 02
Diagnose financeability
Examine performance, liquidity, debt, collateral and the repayment or recovery case. Identify what is weak, incomplete or inconsistent before circulating a request.
- 03
Define role & engagement
Confirm the applicable jurisdiction and permitted service activity. Agree the scope, responsibilities, confidentiality, fees and compensation mechanics for the actual mandate.
- 04
Prepare the evidence
Organize historical and current financials, debt schedules, sources and uses, projections, collateral records and the transaction narrative. Resolve or identify missing third-party work.
- 05
Evaluate structure & capital fit
Consider facility type, maturity, covenants, lien position, guarantees, total cost and financing counterparties. Coordinate compatible components where more than one facility is appropriate.
- 06
Coordinate review & conditions
Track submissions, responses, information requests, term comparisons and outstanding conditions. Credit decisions remain with the capital provider; documents are reviewed by the relevant professionals.
- 07
Support the closing sequence
Confirm agreed conditions, approvals, documents and transparent compensation instructions. Funding depends on lender decisions and completion of the final requirements.
FINANCIAL & TRANSACTION ANALYSIS
Give the review
a factual foundation.
The analytical work can include financial statement presentation, supported earnings adjustments, debt-service and leverage assessment, working-capital review, collateral schedules and restructuring scenarios.
The scope is agreed to the mandate. Management remains responsible for its information. Independent audits, valuations, certifications and legal opinions require qualified professionals.
Explore readiness work