A restructuring plan translates a viable business proposal into a documented treatment of its liabilities and future financing. This workstream brings together the financial analysis, proposed creditor treatment, implementation requirements and evidence needed for stakeholder discussions and legal review.
Use this service when debt renegotiation requires a coherent financial plan covering several creditors or when a formal process is being considered with counsel. The starting point is a realistic operating case and a comparison of the available alternatives.
Prepare current accounts, cash forecasts, a complete liability schedule, financing agreements, security information and the proposed operating plan. Identify decisions already taken, unresolved creditor issues and deadlines that affect the available options.
The report explains the financial baseline, valuation assumptions, alternatives, creditor treatment, proposed capital structure and viability analysis. Its precise contents follow the assignment and the requirements identified by counsel.
The assessment links operating forecasts to cash generation, debt service and the proposed funding structure. Sensitivities show how outcomes change when the underlying assumptions change.
The timetable depends on information quality, negotiations, funding, creditor processes and any legal procedure. A case-specific workplan is agreed after the initial assessment.
Start with a non-confidential overview. Detailed documents can follow the agreed conflict-check and information-sharing process.
Discuss a restructuring briefEngagements are subject to conflict, capability and jurisdiction checks. Client-appointed counsel directs legal advice, filings and court procedure. Financing, creditor support and court decisions depend on the relevant parties and applicable requirements. Delivery responsibilities, advisory fees and any platform licence are confirmed in the engagement scope.
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.
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.
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.
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 scopeMandate context: capital raising, M&A, debt and special situations mandates. The structure and rights are established by the specific transaction documents.
Decision focus: A defined scope and a reviewable decision record.
Scope to discuss: Adviser selection, diligence coordination and transaction workstream management.
Paid engagement entry point: adviser-scope and diligence-workplan diagnostic; followed by coordinated workstream delivery.
Illustrative GCC scenario: An illustrative UAE acquisition advisory scope can define the transaction lead, decision gates, diligence providers, deliverable ownership and written fee terms. This is a hypothetical decision example.
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: Agree the provider, qualifications, independence, permission, reliance rights and scope before appointment. Matchpoint's scope can cover adviser selection and transaction coordination. Legal, tax, audit, engineering, insurance, custody, administration, ratings and other specialist conclusions require the appropriately qualified and appointed provider.
Discuss a paid scopeFurther reading on diligence, market frameworks and applicable requirements. These resources do not verify an individual mandate or Matchpoint permission.
