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Loan Arranging & Syndication

Solutions for raising capital while navigating risks and expanding access to sources of liquidity.

Loan arranging and syndication assignments

  • Preliminary diagnosis of key transaction issues

  • Lead negotiations around commercial issues

  • Review underwriter group's recommendations

  • Private and direct placements

  • Introduce primary and alternative capital sources

  • Assist management on strategic and tactical deal decisions

  • Syndicate targeting, formation, and selection

  • Secured and unsecured debt

Access advantage

As a leader in financial risk management, our mission is providing you with expert guidance and insight, so you can thrive in an increasingly complex and globally connected world. We transform our expertise and knowledge into your opportunity.

  • An extension of your team

    Our experts bring you unparalleled insights and deliver best-in-class financial strategies without you having to add new resources.

  • Our knowledge, your power

    We don’t just deliver answers, we provide explanations, translating complex concepts into digestible and actionable information.

  • Industry focus

    We know your industry inside and out — and we've got the knowledge to help you make the right move.

Our capital advisory team

  • Reuben Daniels

    Managing Director
    Global Head of Investment Banking


  • Jason Peterson

    Managing Director
    Client Relationship Management

    Corporates | Kennett Square, PA

  • Jon Skeem

    Managing Director
    Global Head of Private Equity and Infrastructure

    Private Equity | Kennett Square, PA

  • Andrew Thornfeldt

    Managing Director
    Investment Banking

    Real Estate | Denver, CO

We'd like to hear from you

Contact us to learn more about how Chatham can help you with capital advisory needs.


Securities activities conducted by Chatham Financial Securities, member FINRA and SIPC.