A deliberate path from objective to closing.

1. 1

   Discovery

   Understand the transaction, the people behind it and what success has to look like.

   We begin with a conversation about the business or property, the objective, the timeline and the constraints. We want to understand not only the numbers but the decisions you are trying to make, and whether financing is the right tool for them.

   Typical outputs

   • Transaction objective and timeline
   • Initial view of financeability
   • Open questions and information needs
2. 2

   Capital Strategy

   Evaluate structures and lender categories suited to the deal's size, sector and timing.

   With the objective clear, we evaluate which financing structures and lender categories are realistic: senior debt, SBA-backed programs, asset-based facilities, bridge capital or a combination. We weigh cost, flexibility, covenants, collateral and execution risk, not just headline terms.

   Typical outputs

   • Recommended structure(s)
   • Target lender categories
   • Key risks and mitigants
3. 3

   Preparation

   Assemble a coherent package: financials, narrative, sources and uses, and support.

   Most financing delays trace back to inconsistent or incomplete information. We help organize financial statements, normalize earnings where appropriate, build sources and uses, and write the narrative that ties them together, so the first lender conversation is a substantive one.

   Typical outputs

   • Organized financing package
   • Transaction narrative
   • Sources and uses / debt service view
4. 4

   Lender Coordination

   Introduce the prepared transaction to the lenders, funds or buyers whose criteria fit.

   We approach the sources most likely to see merit: banks and non-bank lenders, private credit and specialty lenders, and buyers of businesses or assets. We coordinate diligence requests and help you compare indications and term sheets on a like-for-like basis. Where useful, we also make strategic introductions across complementary and mutually beneficial industries. Decisions always rest with the party approached.

   Typical outputs

   • Targeted introductions
   • Coordinated diligence
   • Side-by-side term comparison
5. 5

   Closing Support

   Keep diligence, third-party reports and documentation moving toward the finish.

   Between term sheet and funding there are appraisals, environmental reports, legal documentation and conditions to satisfy. We help keep the workstreams coordinated with your attorney, accountant and the lender's team.

   Typical outputs

   • Closing checklist
   • Third-party coordination
   • Condition tracking

Credit and investment decisions, terms and timing are determined by the lender, fund or buyer approached. Our role is preparation, strategy and coordination.