Transaction Management
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