When a standard product pathway does not fit, our credit-led approach takes over: bespoke structuring, credit strategy and hands-on execution management for complex transactions.
Complexity Triggers
When advisory is required
These triggers mean a deal won't pass streamlined 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)
Scope
We take ownership from structuring through settlement.
Our credit-led execution model keeps you informed while one accountable team manages every workstream through to settlement.
01
Capital Structuring
Design the capital stack, security position and repayment profile around the transaction's risk, objectives and exit strategy.
02
Credit Strategy
Assess the transaction against active private credit mandates and funding lines. Establish the most viable approval pathway and required conditions.
03
Credit Positioning
Build the credit narrative, identify key risks and clearly establish the mitigants supporting approval.
04
Due Diligence Management
Direct valuation, QS, legal and supporting due diligence. Manage requirements efficiently through to credit satisfaction.
05
Approval & Execution
Manage approval conditions, documentation and outstanding requirements. Drive the transaction through to settlement with accountability.
Capability
Alternative lending excellence
Our advisory team brings deep private credit expertise across structuring, origination, distribution, and compliance.
Capital Strategy & Structuring
Capital-stack design for development, acquisition or recapitalisation across senior debt, subordinate capital and equity.
Origination Excellence
Deal intake, credit assessment, and preliminary structuring. Route to appropriate execution path (product or advisory).
Distribution & Growth
Broker relationship management, deal flow optimisation, 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.
Process
How credit-led execution works
01
Submit the Scenario
Submit the transaction through our intake form. Our credit team reviews the funding requirement, security, purpose and proposed exit.
02
Assess & Structure
We assess the transaction against active private credit mandates and funding lines, design the capital structure and establish the most viable credit pathway.
03
Approve & Complete Due Diligence
We manage the formal credit process, coordinate valuation and due diligence, and progress the transaction through approval with clear terms and conditions.
04
Document & Settle
We manage legal documentation, approval conditions and outstanding requirements through to settlement and drawdown.
Recent advisory outcomes
Total advisory deals settled (last 6 months)
Approval rate for advisory-led submissions
Average time from submission to approval
Get Started
Ready to discuss your deal?
Book a 10-minute call with our team, or submit your deal for preliminary assessment. Most scenarios assessed within 24 hours.
