Banking Relationship and Capital Structure

  • Develop and manage strong banking and lender relationships to improve access to credit and financing terms

  • Evaluate and optimize capital structure to balance debt, equity, and cash flow needs

  • Lead financing initiatives including credit facilities, term loans, and refinancing

  • Prepare lender-ready financial packages, forecasts, and covenant reporting

  • Negotiate favorable borrowing terms, rates, and covenants on behalf of clients

  • Advise on capital planning to support growth, acquisitions, and long-term strategy

Back to Services