ALESSANFINANCIAL GROUPCAPITAL · PROTECTION · WEALTH
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Professionals reviewing financing documents

STRATEGIC CAPITAL ADVISORY

Better preparation.
Stronger capital decisions.

Financial management consulting and corporate advisory focused on the enterprise’s capital requirements.

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ADVISORY SCOPE

Turn the objective into a decision framework.

AFG helps management organize the analysis before approaching financing institutions.

Financial reconstruction

Organize available reporting, identify gaps and develop a coherent financial presentation with the appropriate accounting support.

Modeling & budgets

Develop sources and uses, project budgets, cash-flow forecasts and financing scenarios.

Valuation support

Evaluate assumptions and financing implications; coordinate any required independent valuation or appraisal.

Strategic alternatives

Compare expansion, acquisition, refinancing and restructuring routes.

Transaction positioning

Prepare a concise financing narrative and supporting memorandum.

Counterparty mapping

Identify institutions whose financing criteria are relevant to the mandate.

Advisory can stand on its own.

DEFINED ENGAGEMENTS

Advisory can stand on its own.

A company may need a stronger budget, clearer financial model or financing strategy before it is ready for a loan request. Advisory work can be agreed separately, with defined deliverables and responsibilities.

CLIENT DELIVERABLES

Work that management can use.

Deliverables may include a capital-needs analysis, financial model, risk register, financing memorandum, documentation checklist and a recommended sequence of next steps. The engagement determines which are appropriate.

THE NEXT STEP

A clear objective starts the conversation.

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