Unlike many firms who arrange finance and act as an intermediary taking more of a “transact now” approach, we genuinely think in terms of relationships rather than transactions. At times this might mean there is no actual transaction and a client is wanting advice on a future acquisition and how to prepare debt-wise. With our combined +25 years of finance experience, we know acutely how banks and private lenders view debt capacity and risk, and how to leverage each one.

Our bank experience, independence, and networks allow us, under an advisory mandate, to create outcomes that exceed objectives and become the client’s trusted outsourced finance function and advisor. This includes the structuring and refinancing of existing debt.

We help businesses to improve their cash flow through restructuring their debt in a way that reduces interest costs, extends repayment terms, or otherwise improves the company’s overall financial position. Our goal is to provide solutions that support the long-term stability and growth of the business.

Clients with complex and challenging transactions or companies that have experienced rapid growth and don’t have a management team in place with a deep understanding of the banking and finance landscape will find our services extremely valuable. Large private family-owned businesses who have used our advisory services on a month-to-month basis see us as a true outsourced function to their business and a trusted partner.