1. Mandate Structuring
The perimeter is defined before the market is approached.
• Clear scope of engagement
• Defined financing objective and constraints
• Identification of internal decision-makers
• Written engagement framework
No ambiguity. No moving target.
2. Asset and Situation Mapping
Before any lender conversation, the situation is mapped with precision.
• Asset base analysis
• Capacity review, including existing banking exposure
• Identification of structural bottlenecks
• Assessment of lender appetite by segment
We do not test the market blindly.
We define the angle before the first contact.
3. Information Control
Information discipline protects negotiation leverage.
4. Sequenced Market Engagement
Momentum is managed, not left to chance.
5. Negotiation Architecture
• Structured term comparison
• Economic and covenant alignment analysis
• Defined negotiation checkpoints
• Escalation only when justified
Pressure is absorbed at the advisor level, not transmitted to management.
6. Execution and Closing
• Coordinated documentation process
• Alignment of drawdown mechanics
• Final structural review
• Clear post-closing framework
No last-minute improvisation.
No execution drift.