We begin each engagement with a thorough review of the client’s financial position, existing debt structure, borrowing relationships, business objectives, conditions, and situations. This phase is designed to identify key issues, clarify priorities, and establish a sound foundation for the work ahead.

We develop the financial structure and analytical framework, often including financial modeling, debt service analysis, global cash flow analysis, stress testing, and a review of balance sheet proportions to support sound capitalization, liquidity, and leverage. The goal is a prudent, durable financing structure aligned with current conditions and longer-term performance.

Once the structure and presentation are in place, we support the financing process by helping align the request with the appropriate lender relationship, presenting the opportunity effectively, managing lender progress and credit-related questions, and assisting with the negotiation of terms.

We remain involved through closing and implementation, helping negotiate terms sheets, reviewing key financing documents, coordinating with clients' advisors, managing final conditions, and keeping the process moving toward a properly executed outcome. We stay engaged through closing and final alignment of the transaction.