Business Support Services / Coaching / Consulting
Corporate Banking Advisory does all the work: research, financial modeling, produce materials, contact potential lenders, set up meetings and actively represent the borrower. This ‘high touch’ approach is best when there are resource and timing constraints.
Clients may want to do as much of the work in-house. We an provide guidance, outlines and editing. We will advise on potential lenders and negotiation strategy but stay in the background as part of a ‘low touch’ approach.
Clients can also consider extending the mandate of their accountants to include a benchmarking analysis and financial model. So long as they are just providing information, not advocating or providing advice, it won’t compromise their independence and can be the most efficient way to get the information.
Guy Heywood is the principal of Corporate Banking Advisory and he is a CPA, former banker and corporate treasurer. He’s been a lender, currency trader, structured and project finance specialist and team leader at three major Canadian and international banks. His borrower-side experience includes serving as VP Finance and Treasurer of an NYSE-listed company in the service industry.