Borrower Advisory Services

Following its entry into a corporate loan, a borrower will soon discover that it has to operate in a significantly more restrictive regime than it is used to, due to its contractual requirements to comply with, and remain in compliance with, numerous representations, covenants and undertakings. For the management teams and supporting departments of such entities, compliance with highly complex loan documentation can be a technically demanding and daunting process.

Through our Borrower Advisory Services, we aim to educate the relevant personnel of borrower entities about, and De-mystify, the requirements of and restrictions contained within the specific transactional documents they have entered into. This is achieved by conducting a thorough review of the transactional documents the borrower entity has entered into and can be delivered via a detailed report, presentation to management or combination of the two.

We are also able to offer our Borrower Advisory Services throughout the lifecycle of a loan, and examples of the ongoing aspects of this service include keeping the borrower entity appraised of deadlines for the production of specific deliverables required from it and, as appropriate, assisting in the preparation of such deliverables.

This service is equally applicable to corporate entities which have entered into loan agreements for operational reasons, as well as to sponsor backed entities which have been the subject of a debt funded acquisition.

If you wish to discuss our Borrower Advisory Services and their application to your business, please click the Contact Us link on the left hand side of the page.