As a debt advisory and financial intermediary, we maximise financing opportunities for businesses, high net worth individuals and financiers.
We work with institutional, corporate and commercial borrowers advising on regulatory, due diligence and occasional discrete asset placements.
Our insight into market trends around pricing, terms and conditions and importantly, how banks operate and make decisions, combines to secure the best available outcome.
We assist with debt reorganisations and coordinate market testing to secure the best available terms for company debt facilities and transactional arrangements. We are also experienced in working capital and trade analysis to optimise internal efficiencies, review of FX, hedging and risk management effectiveness and the creation of hedging policies aligned to internal risk appetite.
Additional expertise includes directly interacting with our clients’ financiers, assisting with downgrades, covenant breaches or defaults, acting in an Advisory Board capacity or as a subject matter expert and providing review of documents, contracts, terms and conditions.
For financiers, we assist with strategic policy, regulatory compliance, business development, transactional facilitation processes, due diligence on debt asset acquisitions and discrete asset placements.
Our independent and insightful financial advice is drawn from our hands-on industry experience, our key relationships with lenders and our deep understanding of how banks operate.
Club transaction negotiation
Advising on the refinance of club banking arrangement for a large advanced manufacturer.
Refinance commercial banking facilities
Provided an innovative banking solution for a domestic IT company.
Advised on the refinance of long held family assets for family land holders and business owners.
Provided a global banking solution for an Australian based OEM manufacturer.
Sourced increased debt accommodation to unlock project profitability.
Fin tech credit policy
Advised on the credit policy and lending guidelines for a newly formed fin tech business.
Reviewed the transaction banking lender responses for a Queensland regional council.
Advised on a substantial mortgage income scheme with a wide and diverse retail investor base.