Our Approach
Every mandate passes through the same four steps. This is not a formality but a way of pulling the cost of error forward: we would rather see the problem in the first week than in the sixth month.
01 · Assess
In the first stage we read the company financially: the real rhythm of its cash flow, the working capital cycle, the maturity and security profile of existing debt, equity capacity, sector benchmarks and the financial translation of the strategic objective.
The output of this stage is not a financing proposal. It is a realistic picture showing how much capital the company can carry, in what form and at what cost. In most mandates the most valuable findings emerge here.
02 · Structure
We convert the requirement into a structure a capital provider can evaluate: the equity–debt balance, the place of mezzanine or hybrid instruments, the security package, the maturity ladder, the holding and subsidiary architecture and, where required, a project company (SPV).
When the structure is right the process accelerates; when it is wrong even the best project is turned down by the credit committee. At this step we also work alongside your tax and legal advisers.
03 · Capitalise
We identify the capital providers that suit the structure: commercial banks, development finance institutions, private equity and infrastructure funds, family offices, strategic investors and export credit agencies.
We run the process: preparing the information package, controlling how information is released, building competitive tension through parallel conversations, comparing offers and negotiating terms. The aim is not simply the lowest interest rate but a total package whose covenants do not choke the company.
04 · Execute
Closing is not the end of the work. Satisfying conditions precedent, reporting obligations, covenant monitoring, post-acquisition integration and restructuring when circumstances change — if asked, we remain at the table for this stage too.
The principles behind the method
We put the structure the company can carry ahead of the structure it wants.
We represent a single party in a mandate and decline work that creates a conflict.
Disclosure is staged and bound by a confidentiality agreement at every step.
Proceeding with a single capital provider weakens terms; we run the process in parallel.
Start a mandate discussion
Tell us about your capital requirement, your transaction idea or your structuring problem. The first assessment meeting is free of charge and strictly confidential.