Debt Advisory

How We Can Help

Most businesses are not aware of the myriad of  loan options and pricing models that are available to them in today’s marketplace.  Businesses often do not have the time to present a financial package to lenders or even to ascertain which lenders are best suited to partner with their company’s vision.  We have developed relationships with lending institutions across the country, but we do not represent any specific lender, so we can provide independent, objective and informed advice, drawing on a broad kaleidoscope of resources.


  • Analyze company’s current bank relationship and covenants
  • Evaluate debt capacity and sensitivity to additional borrowing
  • Analyze potential for debt refinancing
  • Explore the various means and methods of financing and/or refinancing and the probable range of interest costs, terms, covenant and fees
  • Review the credit markets position regarding the debt
  • Assist in the preparation of request for proposals
  • Assist in the review of request for proposals
  • Assist in the selection of method of financing
  • Provide a full transaction management service through to completion; we will work with all parties to meet the completion deadline and, if requested, will continue to assist with any post-completion issue that may arise.


Some of the options available to borrowers may include but are not limited to:

  • Traditional Bank Debt
  • SBA Loan Programs
  • USDA Loan Programs
  • HUD
  • FHA
  • Taxable Bonds
  • Tax-Exempt Bonds
  • Tax Increment Financing
  • EB-5

Additional Debt Advisory Resources

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Douglass Dalton
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Douglass Dalton
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Advising Nonprofits with Debt Financing as a Municipal Financial Advisor

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The Federal Reserve announced a short-term interest rate hike on December 14, a move that was largely expected. But what was not on the radar was the Fed’s announcement that it plans to raise rates three more times in 2017, up from […] Read More

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