Debt advisory: Find the optimum balance sheet options for your business
The complexity of the UK debt market can make it difficult for business leaders to find the best debt solutions. Our debt advisory experts help you find the most appropriate, deliverable and flexible balance sheet options.
We advise corporate entities, private equity investors, real estate owners and developers. Favouring a personal, partner-led approach, our team helps you find capital and negotiate with lenders to find the most suitable financial instruments for your current situation and future strategic plans.
Having worked as both advisers and lenders, our debt advisory team has been providing complex finance debt solutions to private equity-backed businesses and private companies for nearly 20 years, with debt sizes ranging from £5 million to £250 million. The team has an extensive network of lenders including banks, funds and family offices which we can leverage to cover every situation.
The debt advisory team offers various levels of assistance, from lender introductions to full outsourcing of the debt process (including financial modelling to lender education materials). We work closely and efficiently with management teams to help achieve your financing goals.
Our experience
We have extensive knowledge of all fundraising transaction types, including:
- Private equity buy-side and sell-side
- Corporate leveraged finance and acquisition lines
- Employee ownership trust funding
- Cash-out financing
- Dividend recapitalisations
- Loan note refinancing
- Shareholder reorganisations
- Working capital lines
- ABL financing
- Property and development financing
Our approach
Each business and business leader is different. This is why we personalise our debt advisory services and solutions to offer you the most suitable and flexible options, guiding you throughout the process.
With our services, you will:
- Have access to a trusted expert adviser from initial discussion through to legal close and funding drawdown.
- Connect with a wide contact base of lenders of all types.
- Discover the most relevant lender population and the latest market terms position.
- Ensure competitive tension between lenders minimising cost and maximising flexibility.
- Be able to integrate the process with legal and M&A advisers, closing the financing process efficiently.
- De-risk the covenant package as far as possible, shaping the package to take account of the risk profile of the business including:
- Minimising covenant tests.
- Maximising covenant headroom.
- Negotiating relevant add-backs and adjustments to EBITDA.
- Increasing leverage ability as the business scales.
- Obtaining contractual covenant resets post-acquisition.
Our clients and their situations
Examples of situations where we have helped solve complex financing issues (such as securing debt facilities) include:
