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A successful financial structure is one which established a proper balance between debt and equity to ensure it is appropriate for your business.

1. Assess the current situation and financing needs
2. Develop a financing strategy
3. Prepare a Confidential Information Memorandum (“CIM”) which will act as a financing plan
4. Identify and approach potential lenders/investors
5. Execute confidentiality agreements with lenders/investors having expressed interest
6. Distribute the CIM and obtain Letters of Interest
7. Assess the proposals and select those meeting your needs and expectations
8. Coordinate due diligence process in order to receive firm commitments
9. Assist in a final selection
10. Act as an intermediary in negotiating final terms and supervise drafting of legal documentation to ensure the “spirit of the deal” is respected
11. Close the deal.