Advisory-Led Execution
When product-led assessment won't work, advisory-led delivers. Bespoke structuring, lender strategy, and hands-on execution management for complex deals.
When Advisory is Required
These complexity triggers mean a deal won't pass automated assessment. Advisory intervention adds structure, narrative, and lender selection to get deals approved.
First-time developer or borrower with limited track record
Marginal feasibility or tight margin scenarios
Unusual security type or valuation complexity
Multiple parties, JVs, or profit-share structures
Regulatory, planning, or council uncertainty
Credit impairment or previous defaults
Presales below lender thresholds
Construction risk (builder concerns, contract issues)
What We Do
Advisory-led execution means we take ownership of the deal from structuring through settlement. You stay informed, we stay accountable.
Deal Structuring
Architecture the capital stack, security position, and repayment terms. Design structures that address lender concerns upfront.
Lender Strategy
Select the right capital partner based on risk appetite, deal type, and execution timeline. Leverage direct relationships.
Narrative Development
Build the story. Address weaknesses proactively. Quantify risk mitigants. Present a compelling investment case.
Due Diligence Coordination
Manage valuers, QS, legals, and other third parties. Ensure DD is completed efficiently and to lender spec.
Negotiation & Execution
Negotiate terms on your behalf. Manage conditions precedent. Drive the deal to settlement with accountability.
Alternative Lending Excellence
Our advisory team brings deep private credit expertise across structuring, origination, distribution, and compliance.
Investment Strategy & Debt Arrangement
Capital structure design for development, acquisition, or recapitalization. Senior, mezzanine, and equity coordination.
Origination Excellence
Deal intake, credit assessment, and preliminary structuring. Route to appropriate execution path (product or advisory).
Distribution & Growth
Broker relationship management, deal flow optimization, and platform training. Build your private credit capability.
Regulatory & Compliance
Wholesale vs retail classification, responsible lending, disclosure obligations, and NCCP compliance for brokers.
Investment Solutions
Access to co-investment opportunities, fund structures, and capital partner introductions for aligned brokers.
Strategic Advisory
Portfolio strategy, risk management, exit planning, and capital partner selection for sophisticated clients.
How Advisory-Led Works
Submit & Scenario
Submit your deal via our intake form. Our credit team will assess and confirm advisory-led is the right path.
Structure & Strategize
We'll design the structure, select target lenders, and build the submission narrative with you.
Present & Negotiate
We present to lenders, manage DD, negotiate terms, and drive conditions to satisfaction.
Settle & Execute
Coordinate legals, settlement, and drawdown. Stay engaged through execution phase if required.
Recent Advisory Outcomes
Ready to Discuss Your Deal?
Book a 10-minute credit call with our credit team, or submit your deal for preliminary assessment. Most scenarios assessed within 24 hours.