Capital Structure Strategy
Quantitative modeling of debt capacity, liquidity reserves, and cost-of-capital hurdles to evaluate strategic corporate investments, shareholder recapitalizations, and balance-sheet durability under stress.
Refinancing & Facility Steering
Independent covenant analysis, lender negotiation management, and competitive syndication structuring to secure optimal credit facility terms without commercial bank bias or advisory overhead.
M&A Diligence & Audit
Rigorous quality of earnings reviews, operating model stress tests, and virtual data-room preparation supervised directly to defend enterprise valuation under intense institutional scrutiny.
Balance Sheet Diagnostic
Interim Financial Steering
90-Day Capital Audit
Dedicated board-level economic counsel during executive transitions or refinancing windows, providing steady continuity on critical capital allocation decisions without big-firm bureaucracy.
A thorough forensic evaluation of capital efficiency, debt maturities, interest rate exposure, and working capital traps, culminating in an actionable board briefing paper.
Model & Covenant Audit
Granular technical validation of legacy operating forecasts, debt service coverage covenants, and sensitivity projections ahead of high-stakes lender syndications or board reviews.
Initiate a Confidential Mandate
Every engagement begins with an unhurried, confidential discussion directly with the principal to evaluate scope, timing, and balance-sheet priorities.