We begin with an in-depth discussion to align on deal expectations—including capital types, timelines, terms, and consultation fees. During this stage, a strategic partner from our expert team joins the conversation, offering additional insights and ensuring you have a reliable contact throughout the process.

To ensure confidentiality and seamless collaboration, we begin by executing an NDA that safeguards all deal-related information. This allows us to assemble a customized deal team, selecting the right primary funding sources—such as new construction lenders, bridge lenders, ABL providers, and permanent financing options—alongside specialty tax credit experts, investment managers, and other key industry professionals.

We also coordinate with the client’s existing deal team, which may include CPAs, appraisers, and legal advisors, to align financial strategies and ensure smooth execution. A confidential deal contact list is created to keep all stakeholders organized, ensuring that critical information is shared only with approved participants.

With the confidential deal team in place, we initiate the optimization process to align financing strategies with sponsorship goals, ensuring a capital structure that not only meets but also exceeds expectations.

We collect essential documentation and conduct a pre-underwriting review to evaluate deal feasibility. This analysis is shared with our curated funding partners, allowing us to gauge their appetite, refine structuring options, and gather strategic recommendations that enhance the deal’s position.

Through collaboration with lenders, tax credit specialists, investment managers, and industry professionals, we ensure that every financing component—whether construction loans, bridge funding, ABL, or permanent capital—complements the sponsor’s long-term objectives. Our focus is on securing the most efficient capital stack by integrating superior lending terms, non-dilutive capital sources, and strategic tax credits to maximize investment returns while minimizing risk.

By taking a proactive, highly strategic approach, we ensure that our deal team and the client’s sponsorship team are fully aligned, driving the best possible outcomes and exceeding investment expectations.

With initial partner feedback in place, we move into the final refinement phase—ensuring the financing strategy is fully optimized and positioned for a successful closing.

At this stage, we engage directly with lenders and capital partners, addressing any outstanding questions, gathering additional documentation, and coordinating due diligence efforts. Our role is to streamline communications, ensuring that all stakeholders remain aligned and that no critical details are overlooked.

We facilitate introductions between sponsors and key funding partners, negotiate terms to enhance deal structure and flexibility, and develop a comprehensive action plan to address remaining lender or investor requirements. This process is designed to mitigate closing risks, resolve potential bottlenecks, and finalize the most efficient capital stack possible.

By working proactively with our curated deal team and financial partners, we ensure that every component—from underwriting to tax credit optimization and capital structuring—meets the highest standards of execution, paving the way for a smooth and timely closing.

With the deal structure optimized and lender feedback integrated, we move into the final presentation and term finalization phase. This step ensures that all financing partners, investors, and structured funding providers have the necessary information to proceed with approvals and closing preparations.

✔ Final Deal Presentation: We compile and present a comprehensive financial package, including underwriting data, feasibility analysis for tax credits, structured financing details, and lender-specific requirements.

✔ Finalizing Terms: We work with lenders, tax credit experts, and capital partners to negotiate final terms, confirm loan conditions, and ensure all approvals are in place.

✔ Setting Up Closing & Funding: With the deal fully structured, we coordinate closing timelines, align legal teams, and set funding disbursement schedules to ensure a smooth and timely execution.

This stage brings all moving parts together, ensuring feasibility for tax credits, lender commitments, and investor alignment are fully secured before closing.

By proactively addressing final conditions and structuring, we minimize closing risks and prepare for a seamless funding process.

Closing is just the beginning. At PEAK Global Capital, we provide ongoing support to ensure that your financing continues to work for you long after funding is secured.

✔ Capital Optimization Review: We periodically assess your capital structure, exploring opportunities to enhance leverage, reduce costs, and access additional tax credits or funding incentives.

✔ Tax Credit & Cost Segregation Follow-Up: If applicable, we coordinate with our tax credit specialists to implement cost segregation strategies, R&D credits, and other post-closing benefits to optimize cash flow and tax efficiency.

✔ Lender & Investor Relationship Management: We help maintain relationships with lenders, ensuring compliance with loan covenants, tracking financial performance, and identifying future refinancing or capital opportunities.

✔ Strategic Growth Planning: Whether it’s preparing for your next project, expanding operations, or raising additional capital, we remain a trusted partner for future transactions and financial strategies.

At PEAK Global Capital, we don’t just close deals—we help position our clients for long-term success and continued financial optimization.