From enquiry to funding, with discipline.
Five stages from first contact to capital deployment. Senior principals at every stage; junior intermediaries are not used.
The five stages
Confidential Enquiry
High-level details of the position and the financing requirement, submitted through a secure channel. Initial dialogue is held by senior principals only; material non-public information is not requested at this stage.
Indicative Terms
Preliminary structure typically issued within one to two business days of an initial submission. The indicative term sheet is a starting point for refinement, not a published rate card.
Documentation
Terms formalised under institutional documentation. Regulatory, tax, and disclosure considerations are addressed in parallel by counsel of the borrower’s choosing.
Custody & Pledge
Pledged shares held at a qualified custodian under bankruptcy-remote arrangements. Beneficial ownership preserved throughout; legal title structured per the relevant market’s conventions.
Funding & Stewardship
Capital deployed against agreed timelines. An ongoing point of contact maintained throughout the life of the facility, with quarterly stewardship reviews and a single named principal accountable.
Start at Stage One.
A confidential enquiry is the entry point. A senior principal will respond.