Our Financing Solutions

By guiding clients through each step of the financing process, we ensure they receive structured, strategic, and well-executed financing solutions tailored to their unique needs.

1. Origination: understanding client needs and structuring the financing

At the outset, we work closely with clients to understand their financial situation. This involves assessing their balance sheet, cash flow requirements, investment goals, and potential leverage capacity. Based on this analysis, we determine the most suitable financing structure.

2. Market analysis and lender selection

Once the financing requirements are established, we evaluate market conditions and lenders’ appetite to identify optimal funding sources. Depending on the complexity of the transaction, we may engage with banks, private lenders, or capital markets participants to structure competitive financing terms.

3. Due-diligence and documentation

At this stage, detailed financial analysis, collateral evaluation, and credit assessments take place. We facilitate discussions between clients and lenders, ensuring transparency and alignment on terms. With our partners, we work on legal documentation.

4. Implementation: execution and disbursement

We oversee the disbursement of funds, ensuring a seamless transition from financing arrangement to implementation. Throughout the process, we coordinate with relevant stakeholders, including legal advisors and tax consultants to ensure that the financing solution integrates effectively into the client’s overall wealth strategy.

5. Ongoing management and optimisation

Post-implementation, we continue to monitor financing arrangements to ensure they remain aligned with the client’s evolving financial objectives and market conditions. This includes periodic reviews, refinancing opportunities, and proactive risk management to optimise cost efficiency and flexibility.