At Litmus Advisory, we apply our market knowledge to a competitive and tightly managed process to deliver the optimal solution for our clients.

Stage 1 – Client due diligence and Information Memorandum

• Preliminary audit to establish collateral base and financial facts
• Focussed Information Memorandum, addressing all major lender evaluation issues
• Advice on appropriate improvements to internal controls and management information systems to match
  lender requirements and maximise debt availability

Stage 2 – Competitive tender and auction

• Identify lenders interested in client’s sector, collateral type and size
• Include lenders with best cultural fit
• Invite term sheets under confidentiality and provide comparative analysis, including evaluation of
  proposed debt structure

Stage 3 – Lender due diligence and documentation

• Resolve issues and short-list appropriate lenders to carry-out controlled due diligence
• Review and assist with negotiating legal documentation
• Co-ordinate take on process through to completion of assignment

Contact Litmus Advisory for a proven, robust methodology.