Define the
funding need.
Connect the financing request to a specific use: an acquisition, refinancing, working capital or the next operating milestone. Distinguish immediate requirements from longer-term capital needs.
Private credit
Capital shaped
around the business.
A financing structure should fit the use of funds, the repayment profile and the way the company operates. We build the lender approach around that fit.
Our thesis
Start with the business.
Then shape the capital.
Define the
Test the
repayment case.
Assess cash flow, collateral, receivables and existing obligations. Consider tenor, amortisation, covenants and flexibility alongside the headline cost of capital.
Build a credible
lender process.
Prepare the evidence lenders need, identify relevant counterparties and coordinate terms and diligence. Compare structures against the business’s operating priorities.
Selected advisory work
Different businesses.
Different structures.
Examples are presented by sector to preserve client confidentiality.
Medical devices & biologics
Senior bridge financing.
Placement and debt advisory for an operating business bringing devices and biologics to market.
Milestone: senior bridge terms secured.
Healthcare technology
Capital for the next step.
Bridge financing advisory ahead of a larger capital event, with the near-term funding need considered within the broader strategy.
Milestone: pre-listing bridge executed.
Specialty finance
Funding a receivables platform.
Structured credit advisory around a receivables-backed facility and the underlying portfolio.
Milestone: facility terms delivered.
The owner’s perspective
Funding the deal.
Protecting room to operate.
Our principal experience brings the borrower’s decisions into focus.
Acquisition funding affects the business long after the transaction closes. We consider the proposed capital structure alongside control, liquidity, transition needs and the company’s ability to pursue its next opportunity.
Explore our M&A perspectiveTerms secured or delivered describe a financing process milestone; funding and drawdowns are separate events. Financing depends on lender diligence and agreed terms.
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