Leverage lender’s Expertise and Market Knowledge to Make Your Project a Success

Lender’s expert Advisory Services help clients carefully evaluate and restructure transactions that may have existing financing challenges. Our team develops advanced strategies to create new and alternative financing opportunities that can help supplement or replace conventional lending sources.

By providing clients with access to the latest and most competitive capital sources the market has to offer, the borrowers gain the advantage of a comprehensive perspective from which to choose the widest range of financing products available.

This lending source also offers quick access to capital sources that can meet the unique demands of specialty and challenging transactions. Companies that are currently restructuring or emerging from bankruptcy and are in need of recapitalization, or considering expansion through leveraged acquisition, will benefit significantly from their experience and insightful guidance through complex transactions.

• Submit Business Plan / Executive Summary
• Pre-qualification determination process - project is reviewed and evaluated resulting in:
  • the project being accepted
  • proposed revisions being issued for the project
  • the project being declined
• Lender / Investor conceptual interest is obtained along with projected terms and the proposal is issued
• Due-Diligence document checklist of typically requested data is prepared and sent to client
• Analysis of all documents, preparation and packaging of the data for submission to designated lender/investor;
  formal due-diligence commences
• Term Sheet/Conditional Commitment and/or Firm Commitment issued
• After Term Sheet/Conditional Commitment and/or Firm Commitment are accepted, a site visit and market analysis will commence
• Closing | Capitalization | Funding