Value add

3 Key Pillars.

Select a pillar below to explore more

Pillar 1

SELECTING YOUR FUNDERS & AGREEING TERMS

  • Appraisal of optimal funding mix across the capital stack to maximise project profitability, ensuring resilience of funding structure, and refining “ask” to funders.

  • Content management to ensure all information relevant to funders is included and formatting input to ensure project and client are presented in the best possible light. Use of analysis from financial modelling.

  • Best practice financial modelling to facilitate assessment of target structure, to circulate to funders, and analysis of funder terms, including continuing financial feedback as negotiations progress.

  • Identification of and initial work with most suitable valuer on funder panel ahead of lender instruction, to maximise valuation of project and provide feedback on likely numbers.

  • All lenders potentially interested in the project will be approached, ensuring no funding opportunities are missed and the best available pricing is secured.

  • Best possible terms negotiated, leveraging competitive tension, ensuring best possible pricing achieved and key risks mitigated upfront. Use of experience to know when to push and when to compromise.

    Recommending best funding option based on outcome of above process.

BENEFITS

  • Optimise structuring options available to client

  • Client and project presented with a high degree of professionalism

  • Access to best practice financial modelling, allowing for seamless financial appraisal of project by all parties

  • Greater certainty on funder valuation upfront, reducing risk of lower than expected value causing issues later in process

  • Best pricing & terms unlocked

  • Execution risk and risk of future defaults materially reduced

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  • Agree workflow document with all Transaction counterparties parties To ensure completion of transaction In accordance with expectations.

    Manage conditions precedent, Ensuring the borrower’s team provides Necessary information on time and Coordinating all parties.

    Ensure due diligence providers/ Advisors provide regular fee updates To manage expectations and manage Workflow to ensure the risk of fee overruns is Kept to a minimum.

    Agree completion mechanics With lenders and their solicitors Ensuring monies are paid at Completion in accordance With borrower expectations.

  • Review loan facility agreement And other key finance documents, Providing client advice note Detailing all financial/commercial Considerations. Attend calls With client to agree strategy on Outstanding commercial points.

    Attend all party calls and lead Or support the client in any Negotiations with the lender Based on agreed strategy.

  • Ongoing modelling/financial impact Analysis in response to any changes To terms or new terms arising during the Execution process.

    Provide additional information And analysis to lenders to help them complete their credit committee/ Investment committee papers.

BENEFITS

  • Risk of delays to completion materially reduced

  • Active fee management to mitigate risk of material overruns

  • Specialist knowledge leveraged to ensure documents “borrower friendly” with reduced default risk Item

  • Expert advice provided to ensure best possible client decision making

  • On going financial analysis to support optimal decision making

  • Material reduction in client time required to secure completion of transaction, freeing up time resources

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Pillar 3

MANAGING ONGOING FUNDER RELATIONSHIP

  • Deal with lender/lender’s agent On day-to-day facility matters/be Point of contact between borrower And lender.

    Coordinate client’s team to ensure Reporting requirements delivered To lender on-time. Diarise facility Events for client’s team including Ensuring awareness of any pending Conditions subsequent and required Delivery timings.

    Calculate financial covenants and Review/preparation of compliance Certificate for signing by client. Review loan agent’s interest Statement checking for accuracy.

    Assist with drawdown process Including ensuring lender surveyor Has suitable access to site team.

  • Attend any calls or meetings Between lender & client. Advise Borrower on decision-making With respect to facility/approach To take with lenders in relation to Any requests or minor amendments Or waivers.

    Assess ongoing compliance with Facility agreements, identify potential Default risks, and advise on strategies To ensure continuous compliance.

  • Provide execution support on any Amendments to finance documents.

    Advise & support in managing default Situations and material restructures, Including negotiating a resolution with Lenders and execution of the agreement.

BENEFITS

  • Ensures day to day compliance with facility agreement

  • Delivers positive lender experience, creating goodwill that can be important to draw upon in future

  • Ongoing expert advice to aid decision making, ensuring best possible outcomes

  • Significant experience can be drawn upon to deliver any amendments or restructurings

  • Removes requirement to hire & manage in-house team to deal with funders

  • Outsourcing benefit allows client to prioritise higher value activities, such as identifying new projects

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