Transaction Management


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Callowhill serves its borrowers through the entire process of planning and executing a financing . We act as an extension of staff, and advocate for the borrower throughout the financing process, ensuring favorable results.

Some aspects of transaction management that Callowhill’s professionals are experienced in include:

  • Assisting with plan of finance development

  • Evaluating relevant financing options

  • Providing education to management and board members

  • Advising on and managing rating agency process

  • Advising on working group selection

  • Soliciting & evaluating proposals from underwriters and commercial banks

  • Negotiating terms on behalf of borrower with credit providers and other market participants

  • Providing transparency on pricing, covenants, terms, and risks

  • Identifying and quantifying benefits, risks, and considerations of proposed financing alternatives

  • Review of bond or loan documentation to ensure optimal terms, covenants, and flexibility

  • Always advocating for and supporting the borrower in all aspects


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