Loan Structuring & Lender Selection

Asset Type
                    Residential
                    Commercial


We look at each transaction on its individual merits, then advise on the most suitable structure and lender.
We provide a full end-to-end service acting as a value added partner to:

  • Create competitive tension by bringing about multiple competing term sheets
  • Negotiate terms to secure competitive economics
  • Instruct valuers, lawyers and Quantitative Surveyors (as required)
  • Assist with the review of legal documentation
  • Project manage the transaction through to completion and beyond

Where required, we can also assist borrowers with:

  • Financial modelling; and
  • Corporate structuring.

Some borrowers also rely on us to assist them post deal:

  • Covenant compliance
  • Ongoing reporting to the lender

Key Dynamics

In determining the optimal financing structure and identifying the most suitable lenders on a case-by-case basis, we pay due regard to the Key Dynamics, which we classify as follows:

End to End Service

Excellion Capital adds genuine value throughout the debt financing process, assisting, where required, in crafting a suitable corporate and financing structure, and in formulating a sensible business plan – one that supports the financing, and vice versa.