Approach

STEP 1:

Explore and Consult
You help us understand your institution and priorities, so we can recommend the right alternatives.

STEP 2:

Examine your Existing Financial Conditions
We closely review your current debt structure and, working together, develop a plan with short- and long-term goals for your capital needs.

STEP 3:

Discuss and Advise
We collaboratively explore and suggest various financing plans, providing each option’s pros and cons. Our approaches are customized; we do not emphasize off-the-shelf financial products.

STEP 4:

Execute
We implement your plan effectively and efficiently.

STEP 5:

Communicate and Educate
We maintain an open dialogue with your management, board and other stakeholders, so that you can share ideas and stay informed about your progress.

STEP 6:

Monitor and Hold Accountable
In coordinating your financing plan, we hold all vendors—and ourselves—to the highest standards, to deliver your optimal financing structure.

STEP 7:

After the Sale
Now the hard part starts- the borrower needs to execute the operating plan to, amongst other things, repay the debt.

We will be shoulder-to-shoulder with you to manage rating agencies, banks or creditors.