Loan Arranging & Syndication

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

Navigating complex capital sources to deliver you with the best outcome

Our independence uniquely positions us to structure and recommend the most optimal and unbiased financing solutions addressing key transaction objectives and issues.

We understand the inner workings and strengths of banks and direct capital sources, expanding your access to liquidity while prioritizing your core interests.

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.

Learn more about us

Our capital advisory team

Reuben Daniels

Managing Director
Global Head of Investment Banking

Corporates
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