Transaction Flow Process

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Step 1: Review & Assess Financing Viability

• REVIEW CLIENT DOCUMENTATION
• DISCUSS PROJECT WITH CLIENT
• EVALUATE & DISCUSS VIABILITY OF FINANCING
• DISCUSS OVERVIEW OF PROJECT WITH INVESTORS (IF NECESSARY)
• IF REVIEW GOES WELL ENGAGE CLIENT

Step 2: Conduct Research & Prepare Project Financing Memorandum

• REVIEW  ANY ADDITIONAL CLIENT DOCUMENTATION & RESEARCH
• ADDRESS ANY QUESTIONS WITH CLIENT
• EVALUATE & DISCUSS VIABILITY OF FINANCING WITH INVESTORS
• ADDRESS ANY PRELIMINARY INVESTOR QUESTIONS AND MODIFY PROJECT  FINANCING MEMORANDUM ACCORDINGLY

Step 3: Presentation To Potential Investors & Lenders

• CONTACT TARGETED INVESTORS AND FINANCING SOURCES AND FORMALLY PRESENT PROJECT FOR CONSIDERATION
• WORK CLOSELY WITH ALL FINANCING SOURCES TO SECURE INVESTOR DECISION
• INTRODUCE CLIENT TO POTENTIAL INVESTORS AND FINANCING SOURCES WHEN NECESSARY TO ADDRESS AND REMAINING QUESTIONS OR CONCERNS

Step 4: Secure - Negotiate Offer(s)

•  ASSIST IN NEGOTIATING TERMS OF OFFER(S)
• EVALUATE OPTIMUM FINANCING PARTNER
• WORK WITH CLIENT TO MEET ANY CONDITIONS REQUIRED TO CLOSE ON THE FINANCING
• ASSIST IN COORDINATING CLOSING PROCESS
• HELP CLIENT BUILD STRONG RELATIONSHIP WITH INVESTOR(S)