Strategic advisers to the CEO and CFO on bank loans, bonds and private credit.
Much of a financing is settled before the term sheet arrives. Your strategic partner from the first read of the market to funding.
Pricing, lender fees, covenants, tenor and currency, measured against what comparable companies pay today. The negotiation starts from the market.
Lender process, data room and the company's numbers move in parallel, so the money arrives on the date the business needs.
Interest is one line. Bank charges, FX, hedging, cross-border payments and idle cash are the others, measured against a baseline your controller signs.
Reporting, data and controls built for the lender's questions and kept current through the life of the facility, with AI where it adds value.
Infrastructure and concessions, energy, real-estate vehicles, logistics, mining services and agro-industry, in the United States and Latin America.
Greenwich, Connecticut, among the institutions and family offices that fund private credit. Our team has been the issuer, the investor and the banker.
Most financings are advised by someone who needs the deal to close a particular way: the arranging bank, the placing agent, the fund that structures for free. The company is usually the only party without its own adviser. We are that adviser: the asset, the sources, the all-in cost and the terms, prepared before the first lender meeting.
The asset is yours; the financing decides what it returns. We bring you every source with the all-in cost and the risks named, and the decision stays yours.
You carry the refinancing calendar and the covenants. We get the company lender-ready, compare every source and benchmark the terms before you sit down with the bank.
We are independent of every lender and investor, so the comparison of sources and the benchmark of terms are not shaped by who wins the mandate. We advise on bank debt, private credit, bonds and refinancings, and on the financial close of concessions and projects: lender readiness, every source compared on all-in cost including currency, and the lender process run in parallel so the close lands on time.
The treasury side of a financing: dollar debt against local-currency revenue and the cost of hedging it, the cash buffer and covenant headroom the debt requires, and what the company pays on FX, cross-border payments and bank fees, measured against a baseline your controller signs.
Lender-grade reporting, data foundations and controls, with automation and AI only where they add real value. Delivered with selected technology partners under our management.
Across all three, we advise the company, never the lender or the investor. We place nothing and lend nothing; the company and its counsel negotiate.
Research on capital markets, treasury and the finance function.
Four phases, from first meeting to funding. Senior partners throughout.
The asset, the financing need and every source of capital, with the all-in cost and the risks quantified before any decision.
Lender readiness: the financial model, the data room, the reporting package and the controls that lenders and boards will ask to see.
The lender process run in parallel, terms benchmarked, counsel and placing agents coordinated, with no principal position of our own.
Covenant monitoring, reporting to lenders and the board, and the finance operations that keep the asset financed on good terms.
Every engagement starts with one conversation: what the asset needs, when it has to close, and what the lenders will ask to see. No pitch.
Corporate debt and capital markets advisory, from first meeting to funding. We prepare, compare and help you negotiate; the company and its counsel sign, and the decisions stay yours. We lend nothing and place nothing. Where a build is needed, selected technology partners deliver it under our management.