Debt Advisory

Tailored Financing Solutions Across Market Cycles

We source and negotiate financing from a broad universe of capital providers, helping clients secure competitive terms and reliable execution.

Our debt advisory capabilities include:

• Acquisition Financing

• Construction Loans

• Bridge Loans

• Permanent Financing

• Portfolio Loans

• CMBS Financing

• Agency Financing

• Credit Facilities

• Refinancing & Restructuring

Our process includes lender selection, financial underwriting, marketing materials preparation, lender negotiations, term sheet evaluation, due diligence coordination, and closing support.

Equity Placement

Connecting Sponsors with Strategic Capital Partners

We assist sponsors in raising institutional and private capital for acquisitions, developments, recapitalizations, and platform growth initiatives.

Capital sources include:

• Private Equity Funds

• Family Offices

• Institutional Investors

• Pension Funds

• Insurance Companies

• Endowments & Foundations

• Sovereign Investors

• High-Net-Worth Investors

Structures include:

• Joint Venture Equity

• Preferred Equity

• Programmatic Joint Ventures

• Co-Investment Capital

• GP Capital Solutions

• Fund Investments

Structured Finance

Creative Capital Solutions for Complex Transactions

Many transactions require more than conventional financing.

We help clients design and execute customized capital structures utilizing:

• Preferred Equity

• Mezzanine Financing

• Participating Debt

• Rescue Capital

• Recapitalizations

• GP-Led Transactions

• NAV Facilities

• Subscription Credit Facilities

• Hybrid Debt/Equity Structures

Our objective is to optimize leverage, preserve ownership, and align capital structures with investment objectives.

Capital Markets Strategy

Beyond Transaction Execution

We advise clients on broader capital markets initiatives including:

• Portfolio Recapitalizations

• Asset-Level Capital Planning

• Fund Formation Strategy

• Institutionalization Initiatives

• Growth Capital Planning

• Investor Presentation Development

• Capital Structure Optimization

• Strategic Partner Selection

Our role often extends beyond a single transaction, serving as a trusted advisor through multiple stages of a client's growth.