CAPITAL ADVISORY
One point of contact across capital relationships
When a transaction is better served by a broader market process, PACT runs the situation across its banking and lender relationships. The borrower keeps one partner across acquisitions, refinancings, recapitalizations and the ongoing management of the capital structure.
Pact Scope
Access to Full Capital Market
Capital advisory covers transaction-level capital placement and the ongoing coordination of a borrower's banking relationships. PACT is your exclusive partner across lenders.
The focused approach
Most borrowers manage more than one bank
A growing business typically runs multiple banking relationships at once, often with inconsistent coverage and limited continuity. Each new transaction means re-explaining the business, the assets and the plan to a different team.
PACT's capital advisory is structured to simplify the complexity. The firm acts as a single point of contact, coordinating lenders, managing relationships and keeping the capital strategy consistent as needs evolve.
BUilt for the situation
Advisory engagements arise when the transaction sits outside the boundaries of any single lender's mandate, when a balance sheet needs to be reorganized, or when a borrower wants a single coordinator for a fragmented set of capital relationships.
A multi-tranche transaction larger than any single direct lender's appetite
Capital placed across multiple counterparties, with PACT coordinating senior, sub-debt and equity components into a single execution.
A borrower changing primary operating bank or adding one for the first time
Operating-bank placement work that matches the deposit and treasury relationship to the operating profile of the business.
Mandate process
Each mandate moves through the same path. The relationship does not end at the close of a single transaction.
Discovery
Assets, lenders, operating profile and capital objectives reviewed in full
Structuring
Capital plan built from the situation, not the product menu.
Market
Placement and lender engagement across PACT's capital relationships.
Continuity
Ongoing coordination as the relationship and the business evolve.
ONE FIRM · TWO STRATEGIES
Direct Lending
When the transaction fits PACT's own balance sheet, the firm underwrites, structures and services the credit directly. One team across origination, underwriting and life-of-loan servicing. The same standard from intake to payoff.
The PACT Advisory advantage
Capital advisory is not a separate transaction service.
PACT Standard
