Debt Advisory & Placement

The right lender, the right structure, the first time.

What you receive

• Capital structure review and debt capacity modelling
• Lender shortlist drawn from 40+ IFIs, banks, credit unions and program lenders
• Full financing package: memorandum, forecast, covenant analysis
• Managed lender process, term negotiation, and closing support

How the engagement runs

1. 01

   Assess

   Normalize financials and model realistic debt capacity.

2. 02

   Structure

   Design the facility mix, term, operating, program, hybrid.

3. 03

   Place

   Run a managed process across the shortlisted lenders.

4. 04

   Close

   Negotiate terms, satisfy conditions, fund.