SERVICES

Disciplined funding process support for complex debt and structured finance

I support funding processes for management teams — from structural considerations and lender engagement through to documented terms and transaction close.

WHO I WORK WITH

Founders

...with insufficient bandwidth, knowledge or contacts to effectively present their business to lenders.

Private Equity or VC-Backed Businesses

...navigating complex debt and structured finance situations.

CFOs & Finance Directors

...running business-critical financing processes.

Management Teams

...in need of senior oversight and a professional route to the financing market.

THE FUNDING EXECUTION FRAMEWORK

A 6-step approach to delivering on financing requirements.

Step 1: Funding Strategy & Structure

• Assess business, transaction, challenges

• Identify potential lending instruments

• Evaluate cost, flexibility, covenants and risk parameters

Step 2: Lender-Grade Materials

• Preparation of information memoranda

• Financial modelling and sensitivities

• Credit-focused narrative and risk mitigation

• Identify lenders active in sector

• Focused engagement - no broad auctions

• Direct, credible introductions

Step 3: Targeted Lender Engagement

Step 4: Credit Process Management

• Manage lender Q&A and information flow

• Anticipate and address credit objections

• Maintain transaction momentum

Step 5: Term Negotiation

Step 6: Documentation and Completion

• Financing pricing, fees and economics

• Covenants and reporting

• Structural protections and flexibility

• Work alongside legal advisers

• Maintain commercial focus

• Supporting progression to formal close

CORE SERVICES

Some of the more complex funding types in which I specialise.

Structured Finance

Bespoke debt solutions for complex or non-standard transactions, including PE-backed and event-driven situations.

Hybrid/Bespoke Structures

Venture Debt

Where traditional products do not fit, structures are adapted to match the level of cashflow and security available.

Growth-focused debt where cashflow and security are limited. Requires of analysis growth dynamics and IP value.

How Engagements Typically Work

1. Initial discussion and feasibility assessment

2. Upfront clarity on risks and likely outcomes

3. Active management through credit and legal phases

4. Ongoing involvement until funding completes

Why This Approach Is Successful

1. Ex-lender perspective

2. Credit-first thinking

3. Professional, risk-aware presentation

4. Senior ownership throughout

QUESTIONS?

Most of my clients start with an off-the-record chat. Feel free to get in touch.