Financing & Investment Banking Services
Services Provided By Affiliate Company
FOCUS
Helping our clients secure private institutional capital for corporate and commercial real estate projects.
We do not engage in any projects requiring financing from individual investors or the public securities market.
Review all documentation relevant to helping secure financing for the project.
Capital strategy development (equity, debt, mezzanine, hybrid).
Investor positioning and messaging.
Preparation of presentation to potential investors and lenders.
Locating Investors and Lenders interested in providing financing for the project.
Presentations to interested investors.
Deal structuring guidance
Valuation considerations
Capital stack optimization
Client and Investor meeting preparation.
Investor and Lender Q&A strategy.
Negotiation preparation and term sheet offer review.
Assist in meeting any conditions required by investors or lenders to close on the financing.
Assist in preparing for the closing.
Closing and follow-up with client and investor(s) and/or Lender(s).
MINIMUM REQUIREMENTS PER TRANSACTION (USD)
SERVICES INCLUDE
DISCLOSURE
By clicking the blue "PROCEED" button below you acknowledge and agree that if you are referred by Us to an Affiliate for services, You will be working directly with that Affiliate from that point on, and all dealings, negotiations, and any service, product, or offer the Affiliate provides to You are between you and the Affiliate. You acknowledge and agree to hold the Company free of any kind of liability as a result of any product or service you have accepted or considered from the Affiliate, and/or any dealings you may have had, have and continue to have with the Affiliate. Your correspondence and/or business dealings with an affiliate or participation including payment and delivery of related goods or services, and any other terms, conditions, warranties or representations associated with such dealings, are solely between you and the affiliate. You agree that We shall not be responsible or liable for any loss or damage of any sort incurred as the result of any such dealings. You are advised to carefully check the affiliate independently, including their rules, regulations, policies and procedures, products and/or services, and details before entering into any agreement of any kind with the affiliate, and/or before making payments of any kind to the affiliate and before disclosing personal information. If in doubt, please do not use the product, service or the affiliate.
If you acknowledge and agree with this Disclosure, click the blue Proceed button below you will be transferred to the Affiliate for further information on obtaining complete financing services.
Corporate:
Fee structure is tailored specifically to the project's complexity and financing requirements.
Minimum financing amount per transaction: $5,000,000 USD – No Maximum
Minimum financing amount for Asset Based Financing:
$3,000,000 USD – No Maximum
No Minimum EBITDA or revenue requirements for Asset Based Financing or add-ons.
Geographic Focus – Global (Some locations are on a case-by-case basis).
Commercial Real Estate:
Fee structure is tailored specifically to the project complexity and financing requirements.
Minimum Required Financing Per Transaction: $2,000,000 USD - No Maximum
Geographic Focus – Global (Some locations are on a case-by-case basis).
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