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