- Identify and cultivate relationships with borrowers, sponsors, lenders, and intermediaries to drive consistent deal flow.
- Structure capital stacks, prepare offering materials, and run lender processes.
- Negotiate term sheets and manage the closing process for debt and equity mandates.
- Advise clients on capital strategy by translating real-time market conditions into actionable guidance.
- Leverage technology and data tools to manage a high-volume, well-organized deal pipeline.
CRM