Debt Placement Advisory
At the core of our consulting practice is a debt placement advisory platform—trusted by CEOs, owners, and financial sponsors to deliver tailored financing solutions that drive liquidity, stability, and growth.
We specialize in structuring and sourcing credit facilities across the full capital spectrum, from simple working capital lines to complex, multi-tranche solutions. Whether you’re navigating a growth inflection, a turnaround, or a recapitalization, we know how to match the right capital to your specific situation—quickly and confidentially.
What We Do
End-to-End Debt Advisory and Execution:
• Strategic assessment of capital needs
• Credit packaging and underwriting narrative
• Lender targeting and outreach
• Term sheet negotiation and capital structuring
• Documentation and closing support
Financing Solutions Include: $5-300M
• Lines of Credit & Working Capital Revolvers
• Asset-Based Lending (ABL) Facilities
• Split-Lien and Term Loan Structures
• Equipment & Real Estate-Backed Loans
• Bridge Financing and Rescue Capital
• Senior, Unitranche, Mezzanine, and Subordinated Debt
Bank & Private Credit Expertise
We maintain deep relationships with regional and national banks, non-bank direct lenders, private credit funds, and specialty finance firms across the country.
Our nuanced understanding of each lender’s credit box, industry preference, and structuring flexibility allows us to navigate credit markets efficiently and close deals that fit your objectives—not just theirs.
Our Difference
​
-
CEO-level strategic insight with capital markets execution
-
Direct relationships with decision-makers—not gatekeepers
-
Deal-tested experience in both performing and distressed environments
-
A proven track record of securing flexible, creative capital under pressure