Insights

Perspective for the work before the financing.

Practical, evergreen guides for owners, sponsors and principals. Educational content, not individualized advice.

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Acquisition Financing

Preparing for acquisition financing: what lenders need to believe

Buying a business means financing two stories at once: the company you are acquiring and your ability to lead it. A practical guide to preparing both before you approach lenders.

Read the guide · 8 min

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Commercial Real Estate

Commercial real estate capital readiness: preparing the asset, the sponsor and the plan

Real estate lenders underwrite three things at once. Here is how owners and developers can prepare each one and avoid the common gaps that slow a financing down.

Read the guide · 7 min

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