Proposal preparation
The lending proposal and supporting financial file prepared for submission.
Services
Debt Syndication
Structuring and arranging debt facilities — preparing the file, approaching the right lenders and carrying the proposal through to sanction.
What this covers
Scope of the engagement.
A brief outline of what an engagement of this kind typically involves.
Lender identification
Identification of, and approach to, lenders suited to the requirement.
Appraisal coordination
Coordination through the appraisal process up to sanction.
Facility structuring
Structuring of facilities to match the business’s specific requirement.
In detail
What the engagement covers.
What the work involves, and the business situations that typically bring it about.
What it involves
- Credit proposal and financial information memorandum preparation
- Working-capital and term-loan facility structuring
- Lender identification and approach, matched to the requirement
- Coordination through appraisal, query resolution and sanction
- Multi-lender consortium and syndication coordination
- Collateral and security documentation support
- Refinancing and facility consolidation across lenders
Business situations
- A business raising working-capital or term-loan facilities for the first time
- A business expanding and requiring a larger or restructured facility
- A business approaching multiple lenders and needing a coordinated syndication process
- A business refinancing existing debt on better terms
- A promoter preparing a complete, lender-ready file before the first approach
Value. A well-structured, complete proposal moves faster through a lender's process — our role is to prepare that file and carry it through, so the business is not managing the process alone.
Who this is for
Where this fits in your journey.
Not sure whether this is the right starting point? Our What We Take On page maps the kinds of businesses and business situations we typically support.
Enquiries
Ready to discuss this with us?
Tell us about your project and we will tell you what the engagement involves.