SFN Financing Transaction Flow Process

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Step 1: Review & Assess Financing Viability

Step 2: Conduct Research & Prepare Project Financing Memorandum

Step 2: Conduct Research & Prepare Project Financing Memorandum

• REVIEW CLIENT DOCUMENTATION
• DISCUSS PROJECT WITH CLIENT
• EVALUATE & DISCUSS VIABILITY OF FINANCING
• IF THE REVIEW PROCESS GOES WELL FORMALLY ENGAGE THE CLIENT

Step 2: Conduct Research & Prepare Project Financing Memorandum

Step 2: Conduct Research & Prepare Project Financing Memorandum

Step 2: Conduct Research & Prepare Project Financing Memorandum

• REVIEW  ANY ADDITIONAL CLIENT DOCUMENTATION & RESEARCH
• ADDRESS ANY QUESTIONS OR ISSUES WITH CLIENT
• COMPLETE PREPARATION OF FINANCING MEMORANDUM  

Step 3: Present To Potential Investors & Lenders

Step 4: Secure and Negotiating Offer(s) and Close

Step 4: Secure and Negotiating Offer(s) and Close

• CONTACT TARGETED INVESTORS AND FINANCING SOURCES AND PRESENT PROJECT FOR CONSIDERATION
• INTRODUCE CLIENT TO POTENTIAL INVESTORS AND FINANCING SOURCES WHEN NECESSARY TO ADDRESS ANY REMAINING QUESTIONS  
• WORK CLOSELY WITH ALL FINANCING INVESTORS& LENDERS TO SECURE A DECISION AND OFFER FOR THE FINANCING

Step 4: Secure and Negotiating Offer(s) and Close

Step 4: Secure and Negotiating Offer(s) and Close

Step 4: Secure and Negotiating Offer(s) and Close

•  ASSIST IN NEGOTIATING TERMS OF OFFER(S)
• EVALUATE OPTIMUM FINANCING PARTNER(S)
• WORK WITH CLIENT TO MEET ANY CONDITIONS REQUIRED TO CLOSE ON THE FINANCING
• ASSIST IN COORDINATING THE CLOSING PROCESS TO ACHIEVE A SUCCESSFUL CLOSING  
• HELP THE CLIENT BUILD STRONG POST-CLOSING RELATIONSHIP WITH INVESTORS AND/OR LENDERS