Strategic advisers to the CEO and CFO on bank loans, bonds and private credit.
A broad network of US institutional and private capital: banks, bond investors, private credit funds and family offices.
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 financing closes on the date the business needs.
Interest is one line. Bank fees, FX, cross-border payments and idle cash are the rest, measured against a baseline your controller signs.
Lender-grade reporting, data and controls that earn better terms and keep them, with automation and AI where the business case holds.
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. Finance leaders who read the term sheet the way your board does.
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's side of the table is usually the only one without an adviser. That is the seat we take: 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.
Dollar debt against local-currency revenue, bank fees, idle cash and cross-border payments. We benchmark what you pay and line up the banks and providers that improve it.
You own the baseline, the reporting package and the controls lenders ask for. Nothing counts until you sign it, and any automation in finance comes with documented controls and an audit trail.
Covenants, security packages and intercreditor terms are negotiated with you and the company's counsel, with our benchmarks and our economics at the table. We never sign in the company's name and we never place securities.
You approve the financing and the risk it carries. We deliver the comparison of sources, the all-in cost and the controls attestation, so the approval rests on the company's numbers, not on the lender's pitch.
Not sure where to start? Take the 2-minute readiness check →
Financial close for concessions and projects, refinancings, bank debt, private credit and bonds, on the issuer's side: lender readiness, every source compared on all-in cost including currency, terms benchmarked before you negotiate, and the lender process run in parallel so the close lands on time.
What the company pays on FX, cross-border payments and bank fees, idle cash and working capital, and a fixed-scope review of any finance workflow on your own data, 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 sit on the company's side, never the lender's or the investor's. We place nothing and lend nothing; the company and its counsel negotiate.
Research for the issuer's side: debt and capital markets, treasury, and the controls behind them.
Four phases. One side of the table. 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 raising, advised from first meeting to close. 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.