Acquisition Financing
Whether syndicated loan, private capital, bond or other financing structure, we will deliver your financing on time and on the best available terms
Refinancings & Add-ons
Vanilla refinancings and simple bolt-ons through to significant add-on facilities to support the growth of your portfolio company
Restructuring
Early guidance on financing issues through to full support negotiating a challenging restructuring
Sell-side Financing Advice
Circumstances and context dictate the approach for sell-side financing support. We are able to guide on the best approach, whether that is lender education through to a full staple financing package
Amendments & Waivers
Strategy around and execution of amendments and waivers, both operational and financial
Fund Financing
We helped develop the fund financing market in its earliest days and can support you across your Fund and wider GP financing requirements
Capital Advisory
Whatever your capital need, we deliver the best possible financing on the best possible terms.
We run the complete financing process for you – from feasibility and structuring through to executing the financing and supporting management on operational matters and covenant compliance.
For more detail on how we work, please click below.
UNRIVALLED
SUPPORT
What makes us unique
UNRIVALLED
CAPABILITIES
FEASIBILITY
DATA
ANALYSIS
MODELLING
STRUCTURE
& STRATEGY
SOURCING
CAPITAL
MANAGEMENT
WIDER
ADVISORY
TEAM
EXECUTION
POST-CLOSING
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Carbis Partners
Traditional Debt Advisors
Understand objectives and strategy; options analysis; appraise and underwrite the business; identify correct capital
Collate and analyse data; cross-check against financials and management perception; produce visualisations for capital providers
Build financial model; apply sensitivities; inputs from DD, management & sponsor; run bespoke models
Identify capital provider shortlist; assess supportable quantum and debt structure; agree approach on financing and key sponsor objectives
Produce lender teaser; generate competitive interest from shortlisted lenders; negotiate financing terms
Produce management lender presentation; Q&A prep with management; Data analysis output verified with management
Identify best advisory team, appoint & manage; manage fee budgets; full coordination of team
Run and coordinate documentation process; lead negotiations with external lawyers; ensure all CPs satisfied and lenders fully supported
Support the CFO and team post-event; financing teach-ins and covenant support; ongoing ad-hoc financing support