Services
Bank & Syndication Advisory
Independent advice to banks on structuring, syndicating, and executing credit facilities — aligning terms with the bank's risk appetite, distribution strategy, and relationship objectives.
Overview
Bank financing and syndicated credit facilities are often central to a bank's lending and distribution strategy. We provide independent advice across the full lifecycle of these transactions — from structuring and syndicate formation to negotiation and execution — helping banks originate, distribute, and close facilities on terms that meet their risk, return, and relationship objectives.
Capabilities
How we partner with banks
Facility structuring
Design of revolving, term, and bridge facilities calibrated to the bank's risk appetite, balance sheet objectives, and the borrower's credit profile.
Syndicate formation and distribution
Identification and engagement of co-lenders and participants, with a structured process to optimize distribution, pricing, and hold levels for the arranging bank.
Term sheet negotiation
Independent review and negotiation of pricing, covenants, security, and other key credit terms on behalf of the bank.
Execution and closing
Project management through documentation, due diligence, and closing to ensure efficient, well-coordinated execution for the lending syndicate.
Who we serve
Banks, agent and arranger institutions, and other financial institutions seeking independent advisory on structuring and executing bank-led financings to corporate, public sector, and institutional borrowers.
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