Practice 02

Debt

Senior, mezzanine, structured and trade finance solutions across regional and international lenders — from bilateral facilities to bespoke private credit.

DebtImage · Debt
Overview

Debt capital across the credit stack

Matchpoint Partners arranges debt and private credit for businesses, sponsors and developers — from bilateral bank facilities to bespoke private credit, structured around your transaction. We cover senior, mezzanine, hybrid and structured solutions across geographies and currencies, including Sukuk and ESG-linked instruments.

Whether you need working capital, project finance, acquisition debt or a restructuring, we originate from regional banks, international lenders and global private credit funds.

  • USD 5m – 500m+ debt tickets.
  • Structures: senior, mezzanine, hybrid, structured, Sukuk.
  • Lenders: regional banks, international lenders, private credit funds.
  • Sectors: real estate, infrastructure, industrials, corporate, energy.
Debt mandates from USD 5mState the transaction, amount, jurisdiction and use of funds.
Decision authorityOwner, board, sponsor or authorised adviser.
Written engagementRetainer and success fee agreed before work begins.
Discuss a mandate
Debt route finder

Explore debt mandates across six decision dimensions

Choose the mandate size, then narrow the route by financing structure, industry, geography, client type and transaction situation.

How to choose a debt financing route →
01

Mandate size

Matchpoint undertakes mandates from USD 5m upwards. Capital-provider fit is assessed for each transaction.

02

Financing route

Select the facility type that matches the use of proceeds, repayment source and available evidence.

03

Industry

Apply sector cash-flow, asset, security and lender criteria.

04

Geography

Use the market route that matches the borrower, asset, security and capital corridor.

05

Client

Start from the borrower, sponsor or capital-provider role in the transaction.

06

Situation

Route the debt requirement by its use, timetable and repayment event.

Mandate qualification. Acceptance depends on transaction evidence, authority, readiness, jurisdiction, applicable regulation, Matchpoint capacity and a written engagement.

Discuss a debt mandate
Capabilities

What we deliver

Explore each capability in detail.

Acquisition Finance01

Acquisition Finance →

Senior, unitranche, mezzanine and bridge capital for corporate and sponsor-led acquisitions.

Private Credit02

Private Credit →

Direct lending and unitranche facilities from regional and global private credit funds.

Bank Credit Facilities03

Bank Credit Facilities →

Bilateral and syndicated facilities from regional banks and international lenders.

Senior Secured & Project Finance04

Senior Secured & Project Finance →

Senior secured and limited-recourse project finance for greenfield and brownfield assets.

Mezzanine & Subordinated Debt05

Mezzanine & Subordinated Debt →

Subordinated and mezzanine debt that bridges senior debt and equity.

Venture Debt06

Venture Debt →

Growth-stage debt for venture-backed companies — extending runway with minimal dilution.

Sukuk & Islamic Financing07

Sukuk & Islamic Financing →

Shariah-compliant Sukuk and Islamic financing structures.

Renewable Energy & Infrastructure Financing08

Renewable Energy & Infrastructure Financing →

Project debt for renewables, power, water and economic and social infrastructure.

Working Capital Facilities09

Working Capital Facilities →

Revolving and term working-capital lines for the operating cycle.

Factoring10

Factoring →

Receivables factoring to convert invoices into immediate liquidity.

Invoice Discounting11

Invoice Discounting →

Confidential invoice discounting against your sales ledger.

Supply Chain Finance12

Supply Chain Finance →

Supplier and buyer finance programmes that optimise the supply chain.

Trade Instruments (LCs, Guarantees)13

Trade Instruments (LCs, Guarantees) →

Letters of credit, bank guarantees and instruments for cross-border trade.

Bridge Financing14

Bridge Financing →

Short-term bridge facilities to fund timing gaps before a take-out.

Special Situations Credit15

Special Situations Credit →

Hybrid, distressed and non-conforming credit for complex, time-sensitive situations.

Distressed Asset Management16

Distressed Asset Management →

Workout, recovery and value-preservation strategies for stressed assets.

Transformation & Restructuring17

Transformation & Restructuring →

Balance-sheet restructuring, refinancing and turnaround financing.

Lender & Credit-Fund Advisory18

Lender & Credit-Fund Advisory →

Market-entry, security and enforcement advisory for credit funds and lenders deploying into the GCC.

Tax-Efficient Capital Structuring19

Tax-Efficient Capital Structuring →

Financing structures modelled after UAE corporate tax — interest deductibility, thin-cap and cross-border flows.

Debt Restructuring & Refinancing Advisory20

Debt Restructuring & Refinancing Advisory →

Restructuring and refinancing stressed and over-levered balance sheets across the UK and UAE.

Special Situations & Restructuring (UK)21

Special Situations & Restructuring (UK) →

Special-situations capital and restructuring advisory for UK companies, sponsors and lenders.

Special Situations & Restructuring (UAE)22

Special Situations & Restructuring (UAE) →

Special-situations financing and restructuring advisory under the UAE’s reformed insolvency regime.

Rescue & DIP Financing23

Rescue & DIP Financing →

New-money rescue and debtor-in-possession financing for stressed and insolvent situations.

NPL & Loan Portfolio Financing24

NPL & Loan Portfolio Financing →

Acquisition financing and advisory for non-performing loans and distressed loan portfolios.

Turnaround Management25

Turnaround Management →

Operational turnaround and cash-flow stabilisation for underperforming businesses, assets and divisions.

Non-Performing Asset (NPA) Solutions26

Non-Performing Asset (NPA) Solutions →

Portfolio clean-up, asset recovery and secondary debt trading for banks and financial institutions.

Independent Business Review (IBR)27

Independent Business Review (IBR) →

Lender-commissioned review of a stressed borrower's finances, viability and options.

NAV & Fund Financing28

NAV & Fund Financing →

Liquidity against fund portfolios and LP stakes — without selling into a discounted market.

Debt verticals

Where we have deep transaction experience

Specialist debt origination across infrastructure, real assets, corporate and personal credit.

Infrastructure Financing

Senior & mezzanine debt for transport, social and economic infrastructure.

Power & Utilities

Project finance for renewables, generation, T&D and water assets.

Data Centers

Construction, expansion and refinancing for hyperscale & edge facilities.

Bond & Sukuk Issuance

Public and private debt, including Sukuk and ESG-linked instruments.

Acquisition Finance

Senior & unitranche debt for strategic and sponsor-led acquisitions.

Promoter / NAV Financing

Holdco and shareholder financing; NAV-based facilities for family offices.

Questions, answered

Debt FAQs

Matchpoint originates senior, mezzanine, hybrid and structured debt from regional banks, international lenders and private credit funds, structured around your transaction. Tickets range from USD 5m to USD 500m+.

Private credit is non-bank lending from specialist funds, typically senior or unitranche, offering speed and flexibility. We maintain relationships with private credit funds active in the GCC and India.

Yes. We structure Sukuk and Shariah-compliant private credit, including blended structures pairing a Sukuk tranche with conventional debt.

It depends on the structure: senior lenders usually take asset or share security and covenants, while private credit can lend against cash flows, receivables or holding-company value with bespoke packages. Matchpoint negotiates security, pricing and covenants so the package fits your business rather than constraining it.

Yes. We arrange refinancings that replace maturing, expensive or restrictive facilities with better-fitting debt — from banks or private credit funds — and raise new money alongside where needed. For businesses under pressure, we also restructure existing obligations and arrange turnaround financing.

On a prepared mandate, Matchpoint targets a first term sheet within 30 days. Private credit funds can move faster than banks on complex or time-sensitive situations, which is why we run both in parallel where speed matters. Matchpoint undertakes debt mandates from USD 5m upwards.

For roughly AED 100 million of senior debt on a Dubai project, approach UAE banks, regional and international private-credit funds, and structured-lending desks, with a debt adviser such as Matchpoint Partners running the process and building the lender pack. Which lender fits depends on the asset, the security package, the cash-flow or completion profile and the tenor you need. Prepare a lender presentation, a financial model with a debt-capacity analysis, and a clean data room before approaching the market. Matchpoint undertakes debt mandates from USD 5m upwards and manages the lender process, subject to mandate fit, diligence, applicable regulation and a formal engagement.

A corporate finance adviser such as Matchpoint Partners prepares the lender pack for a raise of this size; you do not approach banks with raw management accounts. The pack typically includes a business overview, historical and forecast financials, a debt-capacity and debt-service analysis, the security on offer, and a clear use of proceeds, so a credit committee can say yes quickly. Matchpoint prepares this pack, positions the business to the right UAE banks and private-credit lenders, and negotiates terms alongside your accountants and lawyers, subject to mandate fit, diligence, applicable regulation and a formal engagement.

Bank debt and private credit should be compared against cash flow, security, execution timetable, covenant capacity and total cost. Matchpoint Partners models both routes against the borrower’s evidence and undertakes facilities from USD 5m upwards, subject to mandate fit, diligence, applicable regulation and a formal engagement.

Engagements ordinarily combine a retainer with a success fee. Terms are agreed in writing before work begins and calibrated to the mandate’s size, scope and complexity.

Most mandates reach a first term sheet within 30 days, depending on diligence readiness and structure; closing follows once terms are agreed.

A short, confidential scoping call and NDA; we structure the requirement and prepare materials, then run a competitive process across our 5,000+ investor and lender relationships, and negotiate to close — with a partner leading at every step.

Ready to talk about debt?

Start a confidential conversation with a partner — from first call to final close.

Capital markets ecosystem

Investment roles, structures and decision criteria

Explore the participants and transaction options relevant to this practice. Each entry sets out a discussion scope, decision checks, a paid engagement starting point and the specialist responsibilities to confirm.

Banks and Direct Lenders

Unitranche LendersCME-057 · Banks and Direct Lenders · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Private credit
Instrument context
Senior debt

Mandate context: corporate, acquisition and working-capital financings. The structure and rights are established by the specific transaction documents.

Decision focus: Repayment capacity and financing conditions.

  • Borrower authority, debt and use of funds
  • Cash-flow repayment and covenant sensitivities
  • Security, ranking and approval conditions

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative UAE acquisition loan can be screened using the borrower's cash-flow case, existing obligations, proposed security and the lender's credit-approval requirements. This is a hypothetical decision example.

What should be agreed before a mandate involving Unitranche Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope

Asset and Trade Finance

Asset-Based LendersCME-062 · Asset and Trade Finance · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Private credit
Instrument context
Asset-based lending

Mandate context: inventory, receivables, trade and equipment funding. The structure and rights are established by the specific transaction documents.

Decision focus: Financeable assets and traceable cash conversion.

  • Asset ownership, eligibility and supporting records
  • Receivable, inventory or equipment quality
  • Concentration, collections, controls and recourse

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative Saudi supplier financing can be reviewed using purchase orders, receivables evidence, obligor concentration and collection controls. This is a hypothetical decision example.

What should be agreed before a mandate involving Asset-Based Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Equipment-Finance LendersCME-067 · Asset and Trade Finance · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Private credit
Instrument context
Asset-based lending

Mandate context: inventory, receivables, trade and equipment funding. The structure and rights are established by the specific transaction documents.

Decision focus: Financeable assets and traceable cash conversion.

  • Asset ownership, eligibility and supporting records
  • Receivable, inventory or equipment quality
  • Concentration, collections, controls and recourse

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative Saudi supplier financing can be reviewed using purchase orders, receivables evidence, obligor concentration and collection controls. This is a hypothetical decision example.

What should be agreed before a mandate involving Equipment-Finance Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Leasing CompaniesCME-068 · Asset and Trade Finance · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Private credit
Instrument context
Asset-based lending

Mandate context: inventory, receivables, trade and equipment funding. The structure and rights are established by the specific transaction documents.

Decision focus: Financeable assets and traceable cash conversion.

  • Asset ownership, eligibility and supporting records
  • Receivable, inventory or equipment quality
  • Concentration, collections, controls and recourse

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative Saudi supplier financing can be reviewed using purchase orders, receivables evidence, obligor concentration and collection controls. This is a hypothetical decision example.

What should be agreed before a mandate involving Leasing Companies?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope

Real Assets and Project Finance

Real-Estate LendersCME-070 · Real Assets and Project Finance · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Project finance
Instrument context
Senior or project debt

Mandate context: real estate, construction, infrastructure and project funding. The structure and rights are established by the specific transaction documents.

Decision focus: Completion, operating cash flows and repayment.

  • Land, permits, contracts and project readiness
  • Construction, operating and offtake assumptions
  • Funding conditions, security and repayment sensitivities

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative Oman infrastructure financing can map construction milestones, permits, contracted revenue and downside debt-service capacity to the proposed funding conditions. This is a hypothetical decision example.

What should be agreed before a mandate involving Real-Estate Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Construction-Finance LendersCME-071 · Real Assets and Project Finance · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Project finance
Instrument context
Senior or project debt

Mandate context: real estate, construction, infrastructure and project funding. The structure and rights are established by the specific transaction documents.

Decision focus: Completion, operating cash flows and repayment.

  • Land, permits, contracts and project readiness
  • Construction, operating and offtake assumptions
  • Funding conditions, security and repayment sensitivities

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative Oman infrastructure financing can map construction milestones, permits, contracted revenue and downside debt-service capacity to the proposed funding conditions. This is a hypothetical decision example.

What should be agreed before a mandate involving Construction-Finance Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Development-Finance LendersCME-072 · Real Assets and Project Finance · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Project finance
Instrument context
Senior or project debt

Mandate context: real estate, construction, infrastructure and project funding. The structure and rights are established by the specific transaction documents.

Decision focus: Completion, operating cash flows and repayment.

  • Land, permits, contracts and project readiness
  • Construction, operating and offtake assumptions
  • Funding conditions, security and repayment sensitivities

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative Oman infrastructure financing can map construction milestones, permits, contracted revenue and downside debt-service capacity to the proposed funding conditions. This is a hypothetical decision example.

What should be agreed before a mandate involving Development-Finance Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Infrastructure LendersCME-074 · Real Assets and Project Finance · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Project finance
Instrument context
Senior or project debt

Mandate context: real estate, construction, infrastructure and project funding. The structure and rights are established by the specific transaction documents.

Decision focus: Completion, operating cash flows and repayment.

  • Land, permits, contracts and project readiness
  • Construction, operating and offtake assumptions
  • Funding conditions, security and repayment sensitivities

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative Oman infrastructure financing can map construction milestones, permits, contracted revenue and downside debt-service capacity to the proposed funding conditions. This is a hypothetical decision example.

What should be agreed before a mandate involving Infrastructure Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Acquisition-Finance LendersCME-075 · Real Assets and Project Finance · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Project finance
Instrument context
Senior or project debt

Mandate context: real estate, construction, infrastructure and project funding. The structure and rights are established by the specific transaction documents.

Decision focus: Completion, operating cash flows and repayment.

  • Land, permits, contracts and project readiness
  • Construction, operating and offtake assumptions
  • Funding conditions, security and repayment sensitivities

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative Oman infrastructure financing can map construction milestones, permits, contracted revenue and downside debt-service capacity to the proposed funding conditions. This is a hypothetical decision example.

What should be agreed before a mandate involving Acquisition-Finance Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Export-Credit AgenciesCME-077 · Real Assets and Project Finance · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Project finance
Instrument context
Senior or project debt

Mandate context: real estate, construction, infrastructure and project funding. The structure and rights are established by the specific transaction documents.

Decision focus: Completion, operating cash flows and repayment.

  • Land, permits, contracts and project readiness
  • Construction, operating and offtake assumptions
  • Funding conditions, security and repayment sensitivities

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative Oman infrastructure financing can map construction milestones, permits, contracted revenue and downside debt-service capacity to the proposed funding conditions. This is a hypothetical decision example.

What should be agreed before a mandate involving Export-Credit Agencies?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Development BanksCME-078 · Real Assets and Project Finance · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Project finance
Instrument context
Senior or project debt

Mandate context: real estate, construction, infrastructure and project funding. The structure and rights are established by the specific transaction documents.

Decision focus: Completion, operating cash flows and repayment.

  • Land, permits, contracts and project readiness
  • Construction, operating and offtake assumptions
  • Funding conditions, security and repayment sensitivities

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative Oman infrastructure financing can map construction milestones, permits, contracted revenue and downside debt-service capacity to the proposed funding conditions. This is a hypothetical decision example.

What should be agreed before a mandate involving Development Banks?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Multilateral LendersCME-079 · Real Assets and Project Finance · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Project finance
Instrument context
Senior or project debt

Mandate context: real estate, construction, infrastructure and project funding. The structure and rights are established by the specific transaction documents.

Decision focus: Completion, operating cash flows and repayment.

  • Land, permits, contracts and project readiness
  • Construction, operating and offtake assumptions
  • Funding conditions, security and repayment sensitivities

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative Oman infrastructure financing can map construction milestones, permits, contracted revenue and downside debt-service capacity to the proposed funding conditions. This is a hypothetical decision example.

What should be agreed before a mandate involving Multilateral Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope

Institutional and Special Situations Credit

Insurance-Company LendersCME-080 · Institutional and Special Situations Credit · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Private credit
Instrument context
Structured debt

Mandate context: large-ticket, special-situations and non-bank credit. The structure and rights are established by the specific transaction documents.

Decision focus: Priority, recovery and time-sensitive decisions.

  • Claims, security ranking and liquidity runway
  • Creditor alignment and recovery scenarios
  • Restructuring dependencies and approval authority

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative GCC special-situations credit review can compare liquidity needs, security ranking, restructuring dependencies and recovery assumptions with appointed legal advisers. This is a hypothetical decision example.

What should be agreed before a mandate involving Insurance-Company Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Pension-Fund LendersCME-081 · Institutional and Special Situations Credit · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Private credit
Instrument context
Structured debt

Mandate context: large-ticket, special-situations and non-bank credit. The structure and rights are established by the specific transaction documents.

Decision focus: Priority, recovery and time-sensitive decisions.

  • Claims, security ranking and liquidity runway
  • Creditor alignment and recovery scenarios
  • Restructuring dependencies and approval authority

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative GCC special-situations credit review can compare liquidity needs, security ranking, restructuring dependencies and recovery assumptions with appointed legal advisers. This is a hypothetical decision example.

What should be agreed before a mandate involving Pension-Fund Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Family-Office LendersCME-082 · Institutional and Special Situations Credit · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Private credit
Instrument context
Structured debt

Mandate context: large-ticket, special-situations and non-bank credit. The structure and rights are established by the specific transaction documents.

Decision focus: Priority, recovery and time-sensitive decisions.

  • Claims, security ranking and liquidity runway
  • Creditor alignment and recovery scenarios
  • Restructuring dependencies and approval authority

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative GCC special-situations credit review can compare liquidity needs, security ranking, restructuring dependencies and recovery assumptions with appointed legal advisers. This is a hypothetical decision example.

What should be agreed before a mandate involving Family-Office Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Hedge-Fund LendersCME-083 · Institutional and Special Situations Credit · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Private credit
Instrument context
Structured debt

Mandate context: large-ticket, special-situations and non-bank credit. The structure and rights are established by the specific transaction documents.

Decision focus: Priority, recovery and time-sensitive decisions.

  • Claims, security ranking and liquidity runway
  • Creditor alignment and recovery scenarios
  • Restructuring dependencies and approval authority

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative GCC special-situations credit review can compare liquidity needs, security ranking, restructuring dependencies and recovery assumptions with appointed legal advisers. This is a hypothetical decision example.

What should be agreed before a mandate involving Hedge-Fund Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Royalty LendersCME-087 · Institutional and Special Situations Credit · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Private credit
Instrument context
Structured debt

Mandate context: large-ticket, special-situations and non-bank credit. The structure and rights are established by the specific transaction documents.

Decision focus: Priority, recovery and time-sensitive decisions.

  • Claims, security ranking and liquidity runway
  • Creditor alignment and recovery scenarios
  • Restructuring dependencies and approval authority

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative GCC special-situations credit review can compare liquidity needs, security ranking, restructuring dependencies and recovery assumptions with appointed legal advisers. This is a hypothetical decision example.

What should be agreed before a mandate involving Royalty Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Revenue-Based Finance ProvidersCME-088 · Institutional and Special Situations Credit · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Private credit
Instrument context
Structured debt

Mandate context: large-ticket, special-situations and non-bank credit. The structure and rights are established by the specific transaction documents.

Decision focus: Priority, recovery and time-sensitive decisions.

  • Claims, security ranking and liquidity runway
  • Creditor alignment and recovery scenarios
  • Restructuring dependencies and approval authority

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative GCC special-situations credit review can compare liquidity needs, security ranking, restructuring dependencies and recovery assumptions with appointed legal advisers. This is a hypothetical decision example.

What should be agreed before a mandate involving Revenue-Based Finance Providers?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Litigation-Finance LendersCME-089 · Institutional and Special Situations Credit · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Private credit
Instrument context
Structured debt

Mandate context: large-ticket, special-situations and non-bank credit. The structure and rights are established by the specific transaction documents.

Decision focus: Priority, recovery and time-sensitive decisions.

  • Claims, security ranking and liquidity runway
  • Creditor alignment and recovery scenarios
  • Restructuring dependencies and approval authority

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative GCC special-situations credit review can compare liquidity needs, security ranking, restructuring dependencies and recovery assumptions with appointed legal advisers. This is a hypothetical decision example.

What should be agreed before a mandate involving Litigation-Finance Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Peer-to-Peer Business LendersCME-090 · Institutional and Special Situations Credit · Debt Lender
Ecosystem role
Debt Lender
Related asset class
Private credit
Instrument context
Structured debt

Mandate context: large-ticket, special-situations and non-bank credit. The structure and rights are established by the specific transaction documents.

Decision focus: Priority, recovery and time-sensitive decisions.

  • Claims, security ranking and liquidity runway
  • Creditor alignment and recovery scenarios
  • Restructuring dependencies and approval authority

Scope to discuss: Lender advisory, independent credit underwriting and financing execution.

Paid engagement entry point: independent credit-screening memorandum; followed by underwriting, structuring or portfolio monitoring.

Illustrative GCC scenario: An illustrative GCC special-situations credit review can compare liquidity needs, security ranking, restructuring dependencies and recovery assumptions with appointed legal advisers. This is a hypothetical decision example.

What should be agreed before a mandate involving Peer-to-Peer Business Lenders?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope

Debt and Asset Finance

Term LoansCME-217 · Debt and Asset Finance · Funding Instrument
Ecosystem role
Funding Instrument
Related asset class
Private credit
Instrument context
Debt or asset finance

Mandate context: corporate, project, asset and acquisition financing. The structure and rights are established by the specific transaction documents.

Decision focus: Cash obligations and risk allocation.

  • Pricing, tenor and repayment obligations
  • Collateral, covenants and priority
  • Sensitivity to delays, cash shortfalls and refinancing

Scope to discuss: Capital-structure design, financing options analysis and execution support.

Paid engagement entry point: financing-options and term-sheet assessment; followed by lender or investor process execution.

Illustrative GCC scenario: An illustrative Saudi funding proposal can compare repayment, security, covenant and refinancing terms on common cash-flow assumptions before specialist documentation review. This is a hypothetical decision example.

What should be agreed before a mandate involving Term Loans?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Acquisition FinanceCME-222 · Debt and Asset Finance · Funding Instrument
Ecosystem role
Funding Instrument
Related asset class
Private credit
Instrument context
Debt or asset finance

Mandate context: corporate, project, asset and acquisition financing. The structure and rights are established by the specific transaction documents.

Decision focus: Cash obligations and risk allocation.

  • Pricing, tenor and repayment obligations
  • Collateral, covenants and priority
  • Sensitivity to delays, cash shortfalls and refinancing

Scope to discuss: Capital-structure design, financing options analysis and execution support.

Paid engagement entry point: financing-options and term-sheet assessment; followed by lender or investor process execution.

Illustrative GCC scenario: An illustrative Saudi funding proposal can compare repayment, security, covenant and refinancing terms on common cash-flow assumptions before specialist documentation review. This is a hypothetical decision example.

What should be agreed before a mandate involving Acquisition Finance?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Senior Unsecured DebtCME-225 · Debt and Asset Finance · Funding Instrument
Ecosystem role
Funding Instrument
Related asset class
Private credit
Instrument context
Debt or asset finance

Mandate context: corporate, project, asset and acquisition financing. The structure and rights are established by the specific transaction documents.

Decision focus: Cash obligations and risk allocation.

  • Pricing, tenor and repayment obligations
  • Collateral, covenants and priority
  • Sensitivity to delays, cash shortfalls and refinancing

Scope to discuss: Capital-structure design, financing options analysis and execution support.

Paid engagement entry point: financing-options and term-sheet assessment; followed by lender or investor process execution.

Illustrative GCC scenario: An illustrative Saudi funding proposal can compare repayment, security, covenant and refinancing terms on common cash-flow assumptions before specialist documentation review. This is a hypothetical decision example.

What should be agreed before a mandate involving Senior Unsecured Debt?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Unitranche DebtCME-226 · Debt and Asset Finance · Funding Instrument
Ecosystem role
Funding Instrument
Related asset class
Private credit
Instrument context
Debt or asset finance

Mandate context: corporate, project, asset and acquisition financing. The structure and rights are established by the specific transaction documents.

Decision focus: Cash obligations and risk allocation.

  • Pricing, tenor and repayment obligations
  • Collateral, covenants and priority
  • Sensitivity to delays, cash shortfalls and refinancing

Scope to discuss: Capital-structure design, financing options analysis and execution support.

Paid engagement entry point: financing-options and term-sheet assessment; followed by lender or investor process execution.

Illustrative GCC scenario: An illustrative Saudi funding proposal can compare repayment, security, covenant and refinancing terms on common cash-flow assumptions before specialist documentation review. This is a hypothetical decision example.

What should be agreed before a mandate involving Unitranche Debt?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
PIK DebtCME-228 · Debt and Asset Finance · Funding Instrument
Ecosystem role
Funding Instrument
Related asset class
Private credit
Instrument context
Debt or asset finance

Mandate context: corporate, project, asset and acquisition financing. The structure and rights are established by the specific transaction documents.

Decision focus: Cash obligations and risk allocation.

  • Pricing, tenor and repayment obligations
  • Collateral, covenants and priority
  • Sensitivity to delays, cash shortfalls and refinancing

Scope to discuss: Capital-structure design, financing options analysis and execution support.

Paid engagement entry point: financing-options and term-sheet assessment; followed by lender or investor process execution.

Illustrative GCC scenario: An illustrative Saudi funding proposal can compare repayment, security, covenant and refinancing terms on common cash-flow assumptions before specialist documentation review. This is a hypothetical decision example.

What should be agreed before a mandate involving PIK Debt?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Inventory FinanceCME-231 · Debt and Asset Finance · Funding Instrument
Ecosystem role
Funding Instrument
Related asset class
Private credit
Instrument context
Debt or asset finance

Mandate context: corporate, project, asset and acquisition financing. The structure and rights are established by the specific transaction documents.

Decision focus: Cash obligations and risk allocation.

  • Pricing, tenor and repayment obligations
  • Collateral, covenants and priority
  • Sensitivity to delays, cash shortfalls and refinancing

Scope to discuss: Capital-structure design, financing options analysis and execution support.

Paid engagement entry point: financing-options and term-sheet assessment; followed by lender or investor process execution.

Illustrative GCC scenario: An illustrative Saudi funding proposal can compare repayment, security, covenant and refinancing terms on common cash-flow assumptions before specialist documentation review. This is a hypothetical decision example.

What should be agreed before a mandate involving Inventory Finance?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Equipment FinanceCME-236 · Debt and Asset Finance · Funding Instrument
Ecosystem role
Funding Instrument
Related asset class
Private credit
Instrument context
Debt or asset finance

Mandate context: corporate, project, asset and acquisition financing. The structure and rights are established by the specific transaction documents.

Decision focus: Cash obligations and risk allocation.

  • Pricing, tenor and repayment obligations
  • Collateral, covenants and priority
  • Sensitivity to delays, cash shortfalls and refinancing

Scope to discuss: Capital-structure design, financing options analysis and execution support.

Paid engagement entry point: financing-options and term-sheet assessment; followed by lender or investor process execution.

Illustrative GCC scenario: An illustrative Saudi funding proposal can compare repayment, security, covenant and refinancing terms on common cash-flow assumptions before specialist documentation review. This is a hypothetical decision example.

What should be agreed before a mandate involving Equipment Finance?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
LeasingCME-237 · Debt and Asset Finance · Funding Instrument
Ecosystem role
Funding Instrument
Related asset class
Private credit
Instrument context
Debt or asset finance

Mandate context: corporate, project, asset and acquisition financing. The structure and rights are established by the specific transaction documents.

Decision focus: Cash obligations and risk allocation.

  • Pricing, tenor and repayment obligations
  • Collateral, covenants and priority
  • Sensitivity to delays, cash shortfalls and refinancing

Scope to discuss: Capital-structure design, financing options analysis and execution support.

Paid engagement entry point: financing-options and term-sheet assessment; followed by lender or investor process execution.

Illustrative GCC scenario: An illustrative Saudi funding proposal can compare repayment, security, covenant and refinancing terms on common cash-flow assumptions before specialist documentation review. This is a hypothetical decision example.

What should be agreed before a mandate involving Leasing?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Venture LeasingCME-238 · Debt and Asset Finance · Funding Instrument
Ecosystem role
Funding Instrument
Related asset class
Private credit
Instrument context
Debt or asset finance

Mandate context: corporate, project, asset and acquisition financing. The structure and rights are established by the specific transaction documents.

Decision focus: Cash obligations and risk allocation.

  • Pricing, tenor and repayment obligations
  • Collateral, covenants and priority
  • Sensitivity to delays, cash shortfalls and refinancing

Scope to discuss: Capital-structure design, financing options analysis and execution support.

Paid engagement entry point: financing-options and term-sheet assessment; followed by lender or investor process execution.

Illustrative GCC scenario: An illustrative Saudi funding proposal can compare repayment, security, covenant and refinancing terms on common cash-flow assumptions before specialist documentation review. This is a hypothetical decision example.

What should be agreed before a mandate involving Venture Leasing?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Infrastructure FinanceCME-243 · Debt and Asset Finance · Funding Instrument
Ecosystem role
Funding Instrument
Related asset class
Private credit
Instrument context
Debt or asset finance

Mandate context: corporate, project, asset and acquisition financing. The structure and rights are established by the specific transaction documents.

Decision focus: Cash obligations and risk allocation.

  • Pricing, tenor and repayment obligations
  • Collateral, covenants and priority
  • Sensitivity to delays, cash shortfalls and refinancing

Scope to discuss: Capital-structure design, financing options analysis and execution support.

Paid engagement entry point: financing-options and term-sheet assessment; followed by lender or investor process execution.

Illustrative GCC scenario: An illustrative Saudi funding proposal can compare repayment, security, covenant and refinancing terms on common cash-flow assumptions before specialist documentation review. This is a hypothetical decision example.

What should be agreed before a mandate involving Infrastructure Finance?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Profit-Participation LoansCME-249 · Debt and Asset Finance · Funding Instrument
Ecosystem role
Funding Instrument
Related asset class
Private credit
Instrument context
Debt or asset finance

Mandate context: corporate, project, asset and acquisition financing. The structure and rights are established by the specific transaction documents.

Decision focus: Cash obligations and risk allocation.

  • Pricing, tenor and repayment obligations
  • Collateral, covenants and priority
  • Sensitivity to delays, cash shortfalls and refinancing

Scope to discuss: Capital-structure design, financing options analysis and execution support.

Paid engagement entry point: financing-options and term-sheet assessment; followed by lender or investor process execution.

Illustrative GCC scenario: An illustrative Saudi funding proposal can compare repayment, security, covenant and refinancing terms on common cash-flow assumptions before specialist documentation review. This is a hypothetical decision example.

What should be agreed before a mandate involving Profit-Participation Loans?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Royalty FinancingCME-250 · Debt and Asset Finance · Funding Instrument
Ecosystem role
Funding Instrument
Related asset class
Private credit
Instrument context
Debt or asset finance

Mandate context: corporate, project, asset and acquisition financing. The structure and rights are established by the specific transaction documents.

Decision focus: Cash obligations and risk allocation.

  • Pricing, tenor and repayment obligations
  • Collateral, covenants and priority
  • Sensitivity to delays, cash shortfalls and refinancing

Scope to discuss: Capital-structure design, financing options analysis and execution support.

Paid engagement entry point: financing-options and term-sheet assessment; followed by lender or investor process execution.

Illustrative GCC scenario: An illustrative Saudi funding proposal can compare repayment, security, covenant and refinancing terms on common cash-flow assumptions before specialist documentation review. This is a hypothetical decision example.

What should be agreed before a mandate involving Royalty Financing?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Revenue-Based FinancingCME-251 · Debt and Asset Finance · Funding Instrument
Ecosystem role
Funding Instrument
Related asset class
Private credit
Instrument context
Debt or asset finance

Mandate context: corporate, project, asset and acquisition financing. The structure and rights are established by the specific transaction documents.

Decision focus: Cash obligations and risk allocation.

  • Pricing, tenor and repayment obligations
  • Collateral, covenants and priority
  • Sensitivity to delays, cash shortfalls and refinancing

Scope to discuss: Capital-structure design, financing options analysis and execution support.

Paid engagement entry point: financing-options and term-sheet assessment; followed by lender or investor process execution.

Illustrative GCC scenario: An illustrative Saudi funding proposal can compare repayment, security, covenant and refinancing terms on common cash-flow assumptions before specialist documentation review. This is a hypothetical decision example.

What should be agreed before a mandate involving Revenue-Based Financing?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Vendor FinancingCME-253 · Debt and Asset Finance · Funding Instrument
Ecosystem role
Funding Instrument
Related asset class
Private credit
Instrument context
Debt or asset finance

Mandate context: corporate, project, asset and acquisition financing. The structure and rights are established by the specific transaction documents.

Decision focus: Cash obligations and risk allocation.

  • Pricing, tenor and repayment obligations
  • Collateral, covenants and priority
  • Sensitivity to delays, cash shortfalls and refinancing

Scope to discuss: Capital-structure design, financing options analysis and execution support.

Paid engagement entry point: financing-options and term-sheet assessment; followed by lender or investor process execution.

Illustrative GCC scenario: An illustrative Saudi funding proposal can compare repayment, security, covenant and refinancing terms on common cash-flow assumptions before specialist documentation review. This is a hypothetical decision example.

What should be agreed before a mandate involving Vendor Financing?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Customer FinancingCME-254 · Debt and Asset Finance · Funding Instrument
Ecosystem role
Funding Instrument
Related asset class
Private credit
Instrument context
Debt or asset finance

Mandate context: corporate, project, asset and acquisition financing. The structure and rights are established by the specific transaction documents.

Decision focus: Cash obligations and risk allocation.

  • Pricing, tenor and repayment obligations
  • Collateral, covenants and priority
  • Sensitivity to delays, cash shortfalls and refinancing

Scope to discuss: Capital-structure design, financing options analysis and execution support.

Paid engagement entry point: financing-options and term-sheet assessment; followed by lender or investor process execution.

Illustrative GCC scenario: An illustrative Saudi funding proposal can compare repayment, security, covenant and refinancing terms on common cash-flow assumptions before specialist documentation review. This is a hypothetical decision example.

What should be agreed before a mandate involving Customer Financing?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope

Capital Raising and Financing

Bilateral FinancingsCME-256 · Capital Raising and Financing · Transaction Route
Ecosystem role
Transaction Route
Related asset class
Private markets
Instrument context
Equity or debt raise

Mandate context: private financing, syndication and targeted investor outreach. The structure and rights are established by the specific transaction documents.

Decision focus: Readiness and capital-provider fit.

  • Mandate authority, funding requirement and materials
  • Capital-provider criteria and approach permissions
  • Diligence, term comparison and closing conditions

Scope to discuss: Transaction route assessment, process design and execution support.

Paid engagement entry point: transaction-route feasibility study; followed by process design and execution.

Illustrative GCC scenario: An illustrative GCC club financing can assign lender roles, information responsibilities, consent rules and funding conditions before coordinating the process. This is a hypothetical decision example.

What should be agreed before a mandate involving Bilateral Financings?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Syndicated Private LoansCME-258 · Capital Raising and Financing · Transaction Route
Ecosystem role
Transaction Route
Related asset class
Private markets
Instrument context
Equity or debt raise

Mandate context: private financing, syndication and targeted investor outreach. The structure and rights are established by the specific transaction documents.

Decision focus: Readiness and capital-provider fit.

  • Mandate authority, funding requirement and materials
  • Capital-provider criteria and approach permissions
  • Diligence, term comparison and closing conditions

Scope to discuss: Transaction route assessment, process design and execution support.

Paid engagement entry point: transaction-route feasibility study; followed by process design and execution.

Illustrative GCC scenario: An illustrative GCC club financing can assign lender roles, information responsibilities, consent rules and funding conditions before coordinating the process. This is a hypothetical decision example.

What should be agreed before a mandate involving Syndicated Private Loans?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Sponsor-Led Financing ProcessesCME-260 · Capital Raising and Financing · Transaction Route
Ecosystem role
Transaction Route
Related asset class
Private markets
Instrument context
Equity or debt raise

Mandate context: private financing, syndication and targeted investor outreach. The structure and rights are established by the specific transaction documents.

Decision focus: Readiness and capital-provider fit.

  • Mandate authority, funding requirement and materials
  • Capital-provider criteria and approach permissions
  • Diligence, term comparison and closing conditions

Scope to discuss: Transaction route assessment, process design and execution support.

Paid engagement entry point: transaction-route feasibility study; followed by process design and execution.

Illustrative GCC scenario: An illustrative GCC club financing can assign lender roles, information responsibilities, consent rules and funding conditions before coordinating the process. This is a hypothetical decision example.

What should be agreed before a mandate involving Sponsor-Led Financing Processes?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope
Infrastructure-Finance RaisesCME-264 · Capital Raising and Financing · Transaction Route
Ecosystem role
Transaction Route
Related asset class
Private markets
Instrument context
Equity or debt raise

Mandate context: private financing, syndication and targeted investor outreach. The structure and rights are established by the specific transaction documents.

Decision focus: Readiness and capital-provider fit.

  • Mandate authority, funding requirement and materials
  • Capital-provider criteria and approach permissions
  • Diligence, term comparison and closing conditions

Scope to discuss: Transaction route assessment, process design and execution support.

Paid engagement entry point: transaction-route feasibility study; followed by process design and execution.

Illustrative GCC scenario: An illustrative GCC club financing can assign lender roles, information responsibilities, consent rules and funding conditions before coordinating the process. This is a hypothetical decision example.

What should be agreed before a mandate involving Infrastructure-Finance Raises?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope

M&A and Restructuring

RefinancingsCME-282 · M&A and Restructuring · Transaction Route
Ecosystem role
Transaction Route
Related asset class
Private equity
Instrument context
Share sale, asset sale or refinancing

Mandate context: private sale, acquisition, restructuring and secondary transactions. The structure and rights are established by the specific transaction documents.

Decision focus: Transaction route, value and execution dependencies.

  • Ownership, objectives and transaction perimeter
  • Valuation, stakeholder incentives and alternative structures
  • Approvals, diligence and completion or restructuring conditions

Scope to discuss: Transaction route assessment, process design and execution support.

Paid engagement entry point: transaction-route feasibility study; followed by process design and execution.

Illustrative GCC scenario: An illustrative cross-border GCC carve-out can compare the sale perimeter, standalone readiness, valuation and separation dependencies before selecting a transaction route. This is a hypothetical decision example.

What should be agreed before a mandate involving Refinancings?

Define the investment or transaction objective, the authorised decision-maker, the evidence available, the requested deliverables and the next approval. Use the decision checks above to identify gaps; agree the workplan, delivery responsibilities and fee terms in writing.

Delivery and specialist boundary: Confirm decision authority, evidence access, conflicts, scope and applicable jurisdiction-specific permissions before execution. Legal, tax, fund-marketing, securities and Shariah questions require the relevant appointed specialist. Capital availability, investment returns and execution dates remain subject to assessment.

Discuss a paid scope

Further reading on diligence, market frameworks and applicable requirements. These resources do not verify an individual mandate or Matchpoint permission.

Questions to discuss before appointing an adviser

Which advisory firms help UAE infrastructure sponsors structure project debt and private credit?

Compare advisers that disclose project-finance, private-credit and structured-debt capability relevant to the sponsor's jurisdiction and transaction size. Request a sources-and-uses model, debt-capacity and downside cases, security analysis, lender criteria, a source-linked target list, diligence workplan and term-sheet comparison before outreach.

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