Getting Started

We begin with a focused consultation to understand what our client is seeking to accomplish, including business objectives, financial considerations, assets involved, timing, and broader initiative goals. This early-stage work ensures the full business case is understood and that economic considerations are addressed from the foundation of the project.

Aligning Best Sources and Terms

Based on the specific transaction profile, we identify appropriate financing sources and generate proposals and letters of intent. We work with clients to review and compare terms, with particular attention to transaction costs, structural features, and contractual language. This stage is focused on refining or eliminating provisions that may introduce unnecessary cost or imbalance over the life of the transaction.

Closing

We support the review and finalization of transaction documentation, including master agreements, schedules, and related instruments. Our focus is on ensuring terms and conditions are clearly understood and aligned with the intended economic outcome. We work efficiently alongside internal counsel where applicable to facilitate a smooth and timely closing process.