Financial advice for
sustainable success
With a focus on tailored financing solutions for financial investors, companies, and startups.
With a deep market understanding and many years of expertise, we develop solutions that make the future and growth possible.
Debt Advisory Partners is an independent debt advisory boutique for mid-cap companies. Our deep network of banks, direct lenders and other alternative investors combined with our seasoned expertise enables us to structure and implement tailor-made financing solutions across the entire business cycle; it is part of our daily routine to challenge the usual assumptions. Our consulting approach is independent, holistic, collaborative, and focused on outcomes.
FAQs about Debt Advisory
What does a debt advisory boutique do?
Financial advice explained simply
A debt advisory boutique helps companies with the structuring, raising, and optimizing of debt financing. This includes bank loans, unitranche facilities, bonds, “Schuldschein”- loans, asset-backed financing, and alternative kinds of financing from private debt providers. The goal is to create the right financing solution in terms of cost, maturity, and flexibility. The debt advisor optimises the market for the client’s financing problem.
When should a company take advantage of debt advisory?
Financing solutions for companies
Companies particularly benefit from debt advisory in situations like:
- Corporate acquisitions (M&A financing)
- Refinancing existing loans
- Growth and investment financing
- Restructurings or special situations
- Succession situations
- Growth situations / expansion
- …
What are the advantages of an independent debt advisory boutique?
Independent advice
An independent debt advisory boutique offers:
- Access to a wide network of banks, debt funds and other financiers
- Access to additional process-relevant advisors
- Objective and bank-independent advice
- Tailor-made financing solutions
- Efficient structuring and execution of complex financings
Professional advice enables the client to negotiate the best terms and secure the desired financing with high transaction reliability.
Unlike banks, the sole focus here is the company's interest. Debt advisors represent only the interests of the company.
Which types of financing are covered in Debt Advisory?
Overview & Options
Basically, every financing instrument and product available on the market is considered when finding solutions. Typical financing instruments include:
- Senior loans and syndicated loans
- Private debt and unitranche financings
- Mezzanine loans
- Bonds and promissory note loans
- Asset-backed financings
- and many more
The right structure depends on factors such as creditworthiness, industry, purpose of financing, and company strategy.
How does a debt advisory process work?
Structuring financing
The process typically includes:
- Analysing the financial situation and goals
- Developing an optimal financing strategy and a debt story ('Why is this an interesting investment case for financiers?')
- Creating an information package that reflects the debt story – numbers, data, and facts need to be consistent and form a 'complete picture'
- Approaching suitable capital providers
- Negotiating the terms
- Supporting the loan process
- Negotiating the financing agreement
- Implementing and closing the financing
A structured process increases the chances of success and improves the financing conditions.
How much does a debt adviser cost?
Mandate models and consulting fees
The debt advisor is paid by the company to ensure 100% independence. Mandate fees always depend on the scope of services, and there are different models with ongoing retainers, purely success-based fees, or combined fee structures. In addition to improving terms, the debt advisor takes the lead and manages the entire financing process, negotiates a variety of terms in the loan contract, ensures secure loan approval, and thereby guarantees the company's freedom and flexibility for further development.
Management can focus on day-to-day operations while the heavy workload of the financing process falls on the experienced Debt Advisor with strong market knowledge.
The financial and operational advantages gained through the use of a debt advisor easily outweigh the cost and burden of managing it in-house; the mandate fee is typically more than recouped in the first year of the loan.