SERVICES
End-to-end funding execution for complex debt and structured finance.
I design, run and close financing processes on behalf of management teams — from structure selection through to credit approval and legal completion.
WHO I WORK WITH
Founders
...with insufficient bandwidth or knowledge to present their business to market.
Private Equity or VC-Backed Businesses
...requiring professional, experienced execution.
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
Decide lending instruments
Balance cost, flexibility, covenants and risk
Step 2: Lender-Grade Materials
Information memoranda
Financial models and sensitivities
Credit-focused narrative and risk mitigation
Identify lenders with genuine appetite
No broad auctions
Direct, credible introductions
Step 3: Targeted Lender Access
Step 4: Credit Process Management
Manage Q&A and information flow
Anticipate credit objections
Maintain transaction momentum
Step 5: Term Negotiation
Step 6: Legal Process to Completion
Financing pricing, fees and economics
Covenants and reporting
Structural protections and flexibility
Work alongside legal advisers
Maintain commercial discipline
Manage curveballs and timing risk
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 analysis growth dynamics and IP value.
How Engagements Typically Work
Initial discussion and feasibility assessment
Upfront clarity on risks and likely outcomes
Active management through credit and legal phases
Ongoing involvement until funding completes
'I had an excellent experience! The service was outstanding'
Happy client
Why This Approach Is Successful
Ex-lender perspective
Credit-first thinking
Professional, risk-aware presentation
Senior ownership throughout
'I had an excellent experience! The service was outstanding'
Happy client
QUESTIONS?
Most of my clients start with an off-the-record chat. Feel free to get in touch.