Phase I: Comprehensive Review of Transaction and Objectives:

• Fully understand your current and long-term objectives for the project;
• Review preliminary underwriting of the specific asset, budgets and other financial requirements;
• Prepare financial models demonstrating alternatives within the context of current capital market structures and terms;
• Understand strengths and weaknesses of the proposed transaction elements; and
• Identify and develop various strategies to implement the financing.

Phase II: Strategy Recommendations:

• Review of applicable financial capital options available; and
• Recommend the best approach to address client's financial and non-financial requirements.

Phase III: Implementation & Execution (Based on the determinations of Phase II):

• Prepare detailed offering memorandum for capital sources;
• Provide market support/ information to debt capital sources;
• Provide analytical support to capital sources and you;
• Conduct site visits, market tours and other meetings with client and potential capital sources;
• Review with client letters of interest, quotes or letters of intent from debt  capital sources;
• Negotiate term sheets, applications, commitments and final transaction documents as applicable; and
• Process all details required to close the transaction in a timely fashion.