Delphine Paterson FCCA ACIB: 07780336952
Neil Paterson: 07803 724255

We speak the language

As ex-lenders ourselves we speak the language, add credibility and qualified expertise to your funding request. Our wide contact base and first-hand knowledge of lenders’ credit processes, pricing, covenants and security needs place you in the best position for a swift, positive lending decision.

Our approach: 

  • Understanding your business and your needs.
  • Reviewing your current financial data and forecasts.
  • Using our lending experience to provide honest feedback.
  • Advising you on the best funding structure to support your goals.
  • Market testing lender appetite.
  • Preparing narrative, financial data and models in the format needed.
  • Presenting a professional pack of information to selected lenders.
  • Project managing the deal and negotiating on your behalf.
  • Getting the deal done!
  • Providing post deal support to maintain lender confidence.

Key benefits include: 

  • Qualified accountancy and banking viewpoints.
  • We know what funders require as we have been in their shoes.
  • Honest feedback.
  • Financial modelling expertise.
  • Oversight of the wider market.
  • Insight as to security and covenant needs.
  • Confidence given to funders who know you are in safe hands.
  • Advice and monitoring support post deal.

To find out how we make it easier for funders to say “Yes” call us on 07780 336952.