Deal Structuring

We have over 25 years of banking and finance experience and have structured facilities across the capital stack for the most complex of borrowing structures and demanding of clients. Understanding our client's objectives is key, and meticulous care and attention is given to all stakeholders to ensure the deal runs as smoothly as possible to fulfil our brief.

Debt Broking

After over 15 years as the recipient of deals from brokers as a Private Banker at Citi Private Bank and Deutsche Bank Wealth Management, and introducing deals to lenders ourselves since 2014, we know what is required to get a quick decision and the best terms for our clients. We invest our time into presenting fully detailed proposals ensuring any potential issues are understood and brought to the fore. This enables a lender to get straight to the heart of a deal and assists the speed of decision making, which is so often demanded by our clients.

Obtaining a termsheet is the easy part, to ensure we can deliver on the terms, we organise and provide the Lender with all the necessary KYC, Source of Wealth and onboarding requirements. We also co-ordinate with all 3rd party stakeholders such as lawyers, valuers and surveyors to ensure all conditions precedent to the loan drawdown are satisfied, in order to facilitate a smooth closing.

Loan Facility Management Services

We understand the importance of maintaining a strong compliant relationship with lenders, therefore we take care of the heavy lifting when it comes to borrowers adhering to terms and conditions of a loan. We prepare a detailed schedule of loan covenants and monitor these throughout the term of the facility to ensure the Borrower is meeting their obligations with the lender.

We act on the borrower's behalf with the Lender to supply any information required as part of these ongoing covenants or as part of the Lenders annual review process.

KYC & OnBoarding Services

Our wealth of experience in dealing with highly complex structures and entrepreneurial clients, both inside the bank as an employee and since becoming an independent, streamlines this otherwise onerous task, in a challenging Banking and regulatory environment.

Joint Venture & Capital Introduction

With deep and long-standing relationships with several UHNW families, we have a pool of capital to introduce for the right partners and deals. We are as much a part of our client's team as we are our own, and therefore have the knowledge and expertise to match our clients with prospective property investment or development transactions.