01 — The Disciplines
What the firm does.
Mandates are scoped to the question, not to a service menu. What follows is the work itself, in the detail a counterparty would ask about.
Deal Execution
Transaction Advisory
M&A and financing execution from first analysis through closing. Valuation across methods and the reconciliation between them; the operating model and its scenario set; the memorandum, management presentation, and lender materials; data room construction and diligence question management; and coordination of the working group through signing.
Sell-side, buy-side, and financing mandates run on the same machinery, scoped to the process. Where the mandate belongs to a bank, the work is delivered unbranded inside theirs.
01
Leadership
CFO and Strategic Finance Advisory
Senior financial leadership on a fractional or project basis, through growth, restructuring, and ownership transitions. Budgeting, forecasting, and monthly close discipline; board and investor reporting that holds up to questions; capital allocation and liquidity planning; and the operating decisions that follow from the numbers rather than around them.
Typically engaged where a business has outgrown its finance function but does not yet need a permanent chief financial officer, or where the next twelve months will decide enterprise value.
02
Credit
Structured Finance and Funding Platforms
Institutional funding architecture for lenders and credit originators. Warehouse structures and their advance-rate mechanics; borrowing base definitions, eligibility criteria, and concentration limits; trust and special-purpose vehicle structures; cash waterfalls and credit enhancement; and cohort analysis of the underlying book by vintage.
Carried through to the reporting package a warehouse lender or rating agency expects to see before it commits, so the structure survives the review it was built for.
03
Analysis
Financial Modeling, Valuation, and Capital Markets Materials
Models built to be interrogated, for boards, lenders, and investment committees. Three-statement operating models with documented assumptions and traceable sources; discounted cash flow, comparable company, precedent transaction, and leveraged buyout analysis; sensitivity and scenario coverage; and the investor and lender materials that carry the conclusion, in English and Spanish.
Every figure ties back to the statement it came from, and the model is verified in both directions before it leaves the desk.
04
Market Risk
FX and Market Risk Advisory
Hedging programs sized to the underlying book rather than to a product sheet. Exposure mapped by currency, tenor, and counterparty; instrument selection and structuring; competitive dealer execution rather than a single relationship price; and the governance and reporting that lets a board see what the program is actually doing.
Built for cross-border and frontier-market exposure, where liquidity is thin, pricing is opaque, and the cost of a poorly specified hedge shows up in the margin rather than in the treasury line.
05
Scoped to the question. Not to a service menu.
02 — Evidence
The record behind the disciplines.
US$9.0B+ of announced M&A transactions and US$250M+ of structured financings executed, from US$30 million to US$7.0 billion.
