Financial Services

Due-diligence Coordination

• Procurement of external consultants to analyze the project, its underlying risks and the robustness of the transaction from a financial, legal, technical, environmental and social standpoint. 
• Consultant contract management and coordination. 
• Internal expertise to review and provide feedback to consultants.

Financial Structuring

• Loan structuring.
• Financial modeling support. 
• Support in obtaining authorizations at state and local levels. 
• Loan documentation and negotiation support.
• Networking with equity and mezzanine investors, as well as senior debt providers.
• Road shows with potential financiers.

Mandated Lead Arranger Services

• Selection of financial institutions to secure funding.
• Guidance in defining the initial term sheet for the proposed transaction.
• Selection and coordination of external consultants to perform due diligence reviews on behalf of the financial institutions.
• Negotiation of loan-related documents on behalf of the financial institutions.

Collateral and Agency Services

• Coordination of all interactions between lenders and the borrower. 
• Coordination with legal counsel for the incorporation or perfection of security interests, liens and pledges.
• Custodian of mortgages and pledges. 
• Monitoring of covenants to verify that the borrower is in compliance with the terms of the loan agreement. 
• Contracting of third-party consultants as necessary.