Step 1 Due Diligence
The first step in this process is to have a full understanding the nature of your business. From the company, the owner, and the project. Clients who clear this initial screening will submit the the required exhibits they received from their broker. You will be given a fee schedule so you know your capital outlay for the loan- no surprise fees, no hidden costs. Does the unexpected happen? Of course, but our goal is to have a high degree of transparency that issues can be resolved cleanly.
Step 2 Analysis
Nothing can be built properly without a blueprint. Our job here is analyze the company's capabilities and develop a strategy in order to satisfy the capital request. Capital needs can scale from $3.5 million to billions and choosing the right avenue (Syndicated Loan or Private Placement) is crucial to your long term success.
Step 3 Funding and Development
When the analysis, strategy, and planning are communicated in a way that Lenders understand- it bears fruit. The range between submitting and funding on a syndicated loan is between 86- 120 days. With a PPM it will have to be marketed and depending on the project it could be between 30- 365 days. Whatever is route is chosen, at the end of the process, the money will be made available in draw down accounts.
Step 4 Loan Servicing--"The Real Starting Line"
The loan approval is all but assured when we follow the steps methodically. Syndicated Loans are set up with at least 1 year grace periods. Private placements can either be loans, stock, or loans that convert into stock. But each are scheduled with enough time to complete its projects and develop the revenues in order to pay back the loan. Payments on syndicated loans are yearly interest only with the principle due at the end of the term. Private placements repayments are variable based on the strategy
Step 5 Exit Strategy
After repayment, our clients' companies will exit any JV and LLC it used to fund their loan. PPMs contracts will be satisfied and each businesses will forge its own path to what is next on the horizon. They can use the due diligence and reporting to pursue a variety of other financial transactions. Global can assist them with:
- Another Private Placement or IPO
- Mergers & Acquisitions
- Additional Syndication Transactions
- Due Diligence for a Sale
Created with images by Kirill VV - "Moscow International Business Center, Moscow City" • ikinitip - "construction building build industry development industrial builder" • Casey Horner - "Lonely roads"