Bank facilities, asset-based lending, private credit and minority equity for companies raising $1M to $25M. We build the model and the pack, shortlist the lenders and run the process to signed terms.
The model, the pack and the story, tested against the questions a credit committee will ask.
Approaches to the shortlist under NDA, meetings, and a weekly log of every conversation.
Side-by-side comparison of offers, negotiation of covenants and fees, and support through legal documentation.
Raising money is mostly preparation. Lenders and investors decide quickly whether a company is well run, and the first signal is the quality of the numbers they are sent. A model that does not balance, or a forecast that cannot be tied back to the accounts, costs you a point of interest or a turn of valuation before the first meeting.
We charge a fixed preparation fee — from $18,000 for a bank facility — and a success fee of 1.5–3% of funds raised, payable only on completion. The preparation fee means our advice does not depend on getting a deal done at any price. If the right answer is not to raise, we will say so.
Regional and national banks, asset-based lenders, private credit funds, family offices and a small number of growth equity investors in the US and Switzerland. We keep the list short and relevant; spraying a pack to fifty lenders tells the market something is wrong.
Distribution & wholesale 38 staff, $42M revenue
Committed working-capital facility
Before
$0
After
$9.5M
“They told us what lenders would ask before the lenders asked it. We went from panic to three term sheets in eight weeks.”
J.T. and L.T., owners — food-service distribution, Illinois
Talk to the partner who ran it.
We will walk you through what we did, what it cost and how long it took — with the client’s details left out.
Or call +1 (212) 555-0142
A partner who has run finance in a company your size, two to twelve days a month. Monthly board pack, cash forecast, bank relationship and pricing decisions — without a $280,000 salary.
From $3,200 / month
Get the company ready to sell 12 to 24 months before you talk to buyers. Normalised EBITDA, a vendor data room, fixes for the issues due diligence would find, and a defended valuation range.
From $24,000 fixed
Three-statement models, budgets and forecasts built so your own team can run them. Driver-based, tied to the accounts, with scenarios for the decisions you are actually weighing.
From $7,500 per model
One call, then a one-page scope and price in writing. No obligation, and an NDA before you send us anything.
Or call +1 (212) 555-0142 — a partner answers.