Who leads the legal relationship?
The client instructs its law firm for legal advice and representation. The financial and process-support team works within the agreed scope and coordinates its deliverables with the legal team.
Financial restructuring execution support for law firms
MatchPoint coordinates financial and execution workstreams alongside a client's restructuring lawyers. The proposed scope can include valuation, liquidation comparisons, financial plan reports, creditor information and funding coordination, with the instructed law firm retaining responsibility for legal advice and the legal file.
When this service is relevant
This service is intended for law firms advising a business, lender or stakeholder that needs specialist financial execution capacity. The instruction is scoped around the client, the legal procedure, independence requirements and the practical work the case team needs delivered.
What the workstream covers
- Agree the financial scope, instruction, conflict-check process and responsibility matrix with the client and legal team before substantive case work begins.
- Prepare the valuation analysis, liquidation comparison, proposed distributions and viability work required for a coherent financial plan report.
- Support the organisation of creditor records, stakeholder communications and voting materials, with review points and procedural direction agreed with counsel.
- Coordinate financing or transaction workstreams where relevant, and define any platform configuration and licence separately from the advisory assignment.
Prepare for an initial discussion
Share a non-confidential case outline, the proposed client and instruction, the relevant jurisdictions and the required workstreams. Complete conflict checks and agree confidentiality arrangements, data access and the financial scope before detailed materials are exchanged.
Questions and answers
Can the work support different types of client?
The proposed instruction is assessed for conflicts, independence, capability and jurisdiction. The client, scope and respective roles are agreed before an assignment is accepted.
What determines the fee proposal?
The fee proposal reflects the agreed financial work, complexity, information requirements and delivery responsibilities. Any platform licence and implementation scope are specified separately.
Discuss a restructuring brief
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.
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.
M&A and Restructuring
Debt RestructuringsCME-283 · 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 Debt Restructurings?
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 scopeAdvisory
Restructuring AdvisersCME-303 · Advisory · Intermediary
- Ecosystem role
- Intermediary
- Related asset class
- Advisory services
- Instrument context
- Advisory mandate
Mandate 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.
- Client authority, objective and required deliverables
- Named delivery team, evidence and scope exclusions
- Fees, conflicts, reliance and specialist handovers
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.
What should be agreed before a mandate involving Restructuring Advisers?
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.
