I Know What Lenders Want
Chances are, when you approach a lender to support your next business objective, you may not understand the institutional credit mentality or what lenders are really looking for when considering your pitch. Navigating the challenging and sometimes confusing credit adjudication process without the support of a seasoned professional can be frustrating, time-consuming, and costly.
Having experience on the lender/institutional investor’s side for many years, I know exactly what lenders are looking for when corporations approach them for financing. When I contact them on your behalf, I’ll have the transaction structured properly and all the information and paperwork readily available, making the process easier for all stakeholders.
Best of all, the more creative and innovative lenders in the market today know me well. When I request a meeting they usually respond quickly and with interest. That’s the kind of leverage that gets you results.
This includes my full
4-step process:
Thorough upfront due diligence on your company
Preliminary and supplementary discussions with targeted sources of capital
Preparation of an Executive Summary and a comprehensive data room
Guidance when reviewing/comparing Letters of Intent from prospective lenders
I’m in your corner every step of the way – from our first introductory conversation through to closing and beyond – to get you what you need to grow your business.
A Strategic Partner in Your Growth Plan
This means having a strong professional with a clear, well-defined vision and in-depth knowledge and understanding of your company always readily accessible with steady, reliable guidance through the maze of sourcing capital.
My holistic, collaborative approach to helping grow your business goes beyond closing the deal. As a partner with your executive team, I can help ensure continued strategic expansion by supporting your long-term business objectives.