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Debt Advisory Process

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Pre-engagement

Prepare, Educate, Coach & Mentor Management

Pre-engagement

Comprehensive industry research and analysis to derive at a preliminary assessment of your situation, performed at our expense to align and establish mutual expectations of funding your transaction.

Assessment

Prepare, Educate, Coach & Mentor Management

Pre-engagement

 Ensure your organizations internal Enterprise Risk Management, Credit Risk, Contract Administration, Customer Service, Collections, Asset Management and Recovery, Information Technology, Disaster Recovery and Data Analysis Policies, and Procedures meet and exceed the subsequent due diligence potential Funders will require to attract and retain long term and sufficient access to capital resources

Prepare, Educate, Coach & Mentor Management

Prepare, Educate, Coach & Mentor Management

Prepare, Educate, Coach & Mentor Management

Preparing people, policies, and technology. Introduce an enterprise-wide approach and best practices to risk management that focuses on credit risk, market risk and operational risk. Introduce underwriting and compliance standards expected from more sophisticated alternative lenders, banks, trust companies, credit unions, insurance companies, institutional funds and accredited investors.

Engagement & Preparation

Prepare, Educate, Coach & Mentor Management

Prepare, Educate, Coach & Mentor Management

Preparing documents and materials. Create custom Confidential Information Memorandum, coordinate with Legal, Accounting, Treasury, Risk, Operations etc, create custom confidential Teaser.  Commence go-to-market research, identify lenders specific and unique to funding your transaction needs.

Structuring

Structuring

Designing a debt structure while minimizing the risks to funding your transaction.

Coaching

Structuring

 Advising on the overall funding process, timing expectations, negotiating strategy and how to best articulate the opportunity to lenders.

Enabling

Enabling Management to Focus on Their Priorities. Execute the debt raise, such that your executives are free to focus and can continue running your business while enabling our team to secure funding of your transaction.

Go-to-market


Managing the various stakeholders, process, and strategy. Organizing a go-to-market plan to conduct a competitive auction and executing on that plan. Pitching Teasers, presenting Confidential Information Memorandums, managing the data, negotiating key terms and conditions, and managing to a timeline where lenders are bidding with confiden


Managing the various stakeholders, process, and strategy. Organizing a go-to-market plan to conduct a competitive auction and executing on that plan. Pitching Teasers, presenting Confidential Information Memorandums, managing the data, negotiating key terms and conditions, and managing to a timeline where lenders are bidding with confidence and enthusiasm.


 Launch outreach campaigns to an audience of qualified lenders, communicating with lenders regarding the opportunity. 

In-market

Identifying and finding the best lender(s): Researching and utilizing our network to identify and qualify institutional partners eager in funding your transaction. Connecting with key contacts within financial institutions, succinctly conveying the primary strategic and financial incentives to the potential debt partner.


Structuring and ex

Identifying and finding the best lender(s): Researching and utilizing our network to identify and qualify institutional partners eager in funding your transaction. Connecting with key contacts within financial institutions, succinctly conveying the primary strategic and financial incentives to the potential debt partner.


Structuring and executing customized financing solutions for your company. Manage the Request For Information activities.

Presentation

Adding credibility to your organization and your transaction: Making institutions aware that this will be a competitive and reputable process. Ensures lenders that information they are viewing is accurate and you are serious about your transaction.


Gather indicative term sheets from interested lenders.

Negotiating

Negotiating definitive term sheets, assistance in drafting preliminary and confirmatory transactional documentation that will enable the funding your transaction.

Confirmation

Finalize and gather definitive term sheets from various parties. Review and advice on any lenders definitive term sheet. Coordinate ongoing lender due diligence to enable funding your transaction.

Close

The Capital Raising Guide

Review and advice on any documents. Negotiate & gather closing documents from lender(s). Set closing place, date, and time. Funding your transaction.

The Capital Raising Guide

The Capital Raising Guide

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Contact us

Contact us

Book a complimentary virtual consultation to discuss your professional needs, opportunities, or challenges, brainstorming ways to help you succeed with a debt advisory process that will ensure funding your transaction.

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