|
|
 |
|
|
|
|
- Initial Consultation - The initial consultation
may be scheduled either as a meeting in person or by way
of a teleconference. This represents our first opportunity
to review a loan submission request direct with the client(s)
in order to get a first-hand overview of a project, the
management team, the existing financial situation and the
projected strategy. The consultation thus provides as a
first opportunity to establish the levels of potential for
the success of any given project or endeavor.
- Designation of Source(s) - The loan request
is then reviewed and discussed with the designated appropriate
capital sources.
- Proposal – With confirmation to
the viability of a successful financing a written proposal
will be generated outlining the services we can offer and
the related costs and based upon initial interest as expressed
by the designated capital sources.
- Engagement – With the acceptance
of the proposal by the Client a cover letter and formal
letter of engagement will be produced that clearly outlines
the terms and conditions of our mutual working relationship
with the Client.
- Preparation – Formal submission
packages will then be prepared according to the specific
preferences of each of the pre-designated capital sources.
During this phase of the financing we may recommend enhancements
to the existing approach or the financial model in order
to further develop the presentation in order to significantly
improve the likelihood of a successful financing.
- Introduction to Source(s) – In
some instances, upon the request of the lender a meeting
or teleconference may be arranged direct with the client.
- Presentation of Loan Package –
A complete financial package is submitted and a funding
structure is determined.
- Term Sheet – With the issuance
of a term sheet mutually agreeable terms and conditions
are negotiated.
- Commitment – Upon the issuance
of a firm commitment the transaction is near completion.
- Closing – The transaction is closed
with a date of a draw of funds determined.
|
 |
|
 |
 |
$24,000,000 Construction Loan,
Business Centre - Calgary,
Albert
$18,000,000 Start-up Finance
Vineyard & Winery - BC, Canada
$12,500,000 Acquisition
Land - New York, USA
$1,000,000 Working Capital
Industrial - Toronto, Ontario
|
 |
 |
 |
 |
Equis
Capital Finance
1004 - 3601 Hwy 7 East
HSBC Tower, Liberty Square
Markham, ON.
L3R 0M3 - Map
It
Tel: (905) 305-7804
Fax: (905) 508-0119
eMail: info@equisfinance.com |
 |
 |
 |
 |
 |
 |
|
