Proven Process
Our proven process ensures clients receive the lowest rates, greatest desired leverage, and most flexible terms available from the entire commercial lending market.
01
Strategy Meetings
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Understand your goals with commercial financing.​​
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Provide a Non-Disclosure Agreement for added comfort.
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Assess preliminary financial and non-financial info.
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Present Engagement Proposal.
03
Obtain Offers
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Circulate RFF to select lenders and ensure deal review moves forward at appropriate pace.​
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Negotiate terms and conditions during tendering process.
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Receive Offers from lenders (also known as "term sheets" or "discussion papers").
02
Underwriting
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Perform detailed financial modelling and debt sensitivity analysis to determine optimal financing structure.​​
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Complete necessary market and industry research.
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Prepare custom Request for Financing package ("RFF").​​
04
Secure Commitment
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Ranked analysis of Offers based on rates, fees, collateral, and other terms and conditions.
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Complete final negotiations before agreeing to deal terms.
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Obtain Commitment from chosen lenders and ensure successful loan funding.