Strategic Consulting

Advisory grounded in execution.

Capital strategy, structuring, and investor positioning — aligned with market reality.

The Practice

Strategic advice on capital structure, financing strategy and investor positioning — for companies and investment managers in or adjacent to credit markets.

We advise on what works in the current market — with current investors and structures. Not theoretical frameworks.

Selective engagements, often in parallel with or ahead of a financing mandate. Spanning corporate and fund-level situations.

Areas of Focus

What we advise on.

01
Capital Strategy

Defining the right structure — type, provider, quantum and timing — grounded in institutional investor appetite.

  • Capital structure design and review
  • Debt capacity analysis
  • Lender market positioning
  • Timing and sequencing strategy
02
Structuring

Pre-market structuring advice. The structure must reflect the underlying risk profile and hold up to institutional scrutiny.

  • Term sheet and waterfall review
  • Security and covenant frameworks
  • Cross-border structuring considerations
  • Subordination and tranche design
03
Balance Sheet Optimisation

How the balance sheet is funded — and how it could be funded more efficiently through refinancing, structural change or new sources.

  • Existing facility review and benchmarking
  • Cost of capital analysis
  • Alternative capital source identification
  • Refinancing pathway assessment
04
Investor Positioning

Strategy, narrative and materials for institutional investor engagement. Accuracy, credibility and investor fit.

  • Investment memorandum development
  • Risk and return narrative
  • Investor Q&A preparation
  • Positioning relative to comparable strategies
Approach

Advice that holds up in execution.

Execution-aware

Advice based on what lenders and investors will accept today. Designed to withstand scrutiny in real transactions.

Market-informed

Our perspective is informed by active market engagement — not theoretical frameworks.

Concise and direct

We focus on clear, actionable outputs.

Engagement

How engagements are structured.

Project-based and defined in scope upfront. Triggered by a specific event — financing, capital raise, refinancing or ownership change — with clear deliverables.

Where appropriate, consulting engagements transition into execution mandates, with advisory work forming the foundation for a transaction process.

Start a Conversation