A mandate with us follows a clear sequence, whether you're seeking capital or seeking borrowers.
We begin with a private conversation to understand the facility sought — amount, structure, timeline, and use of funds — or, for investors, current mandate and appetite. Nothing proceeds without a clear picture on both sides.
We approach a short list of capital sources or borrowers genuinely suited to the mandate, rather than distributing broadly. Every introduction is made with a specific reason for the fit.
Once initial interest is confirmed, we coordinate a confidential teaser, NDA, and data room access, and stay engaged through diligence to keep both sides moving at the same pace.
We advise on structure and terms as they're negotiated — senior, mezzanine, or unitranche — so the facility that closes is one that holds over its term, not just on the day it's signed.
We remain involved through signing and funding, and stay available afterward should either side need continued support.
A five-step process, held to consistently — because the value of an introduction is only proven at close.