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Approach

A deliberate sequence, and no step skipped.

Structured transactions fail in diligence and in documentation, almost never in concept. Our sequence front-loads the work that determines whether a structure will actually close.

  1. 01Week 1

    Assessment

    We establish what is actually required, and whether we are the right party to deliver it.

    A full read of the business, the use of proceeds, the asset base, and the existing capital stack. We form an initial view of viable structures and say plainly if there is no structure worth pursuing. Roughly a third of enquiries conclude here, which is the correct outcome when it is the correct outcome.

    In this phase

    • Business and asset review
    • Requirement definition
    • Indicative structure options
  2. 02Weeks 2 – 3

    Diligence

    Documentation, financials, and counterparty position examined to the standard a funder will apply.

    We run diligence the way the eventual counterparty will, because finding a problem now is inexpensive and finding it at term sheet is not. Financial analysis, asset verification, legal position, and risk assessment run in parallel, and the structure is refined against what they surface.

    In this phase

    • Document collection and review
    • Asset and financial verification
    • Risk assessment and structure refinement
  3. 03Week 4

    Structure & Terms

    The structure is finalised, priced, and put in front of you as formal terms.

    Formal presentation of the structure, pricing, security, covenants, and mechanics — with the reasoning behind each decision, not only the decision. Terms are negotiated against your objectives, and we will tell you where a term is worth contesting and where it is not.

    In this phase

    • Formal term presentation
    • Negotiation of conditions
    • Final structure agreement
  4. 04Weeks 5 – 7

    Execution

    Documentation, instrument arrangement, and coordination through to disbursement.

    Definitive documentation prepared and executed, instruments arranged where the structure requires them, conditions precedent satisfied, and all parties coordinated to a single timetable. This phase is administrative in character and unforgiving in practice; it is managed accordingly.

    In this phase

    • Definitive documentation
    • Instrument arrangement
    • Conditions precedent and disbursement
  5. 05Week 8 onward

    Stewardship

    The relationship continues past the wire.

    Post-funding support, covenant and reporting administration, and an ongoing view of the capital structure as the business changes. Most subsequent mandates originate here, from a structure already understood on both sides.

    In this phase

    • Post-funding support
    • Ongoing structure review
    • Subsequent opportunity identification

If the structure you have been offered does not fit, it is worth finding out what else exists.

A first conversation is confidential and without obligation.

Request a consultation