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INvestment Advisory

Deploying Capital. Driving Value.

Trimont provides trusted front-office solutions for independent analysis and perspectives on the financial risks inherent in transactions throughout the capital stack and around the globe.

Our Investment Advisory teams help clients deploy capital more effectively by providing due diligence, underwriting, investment surveillance and credit valuation analytics across all asset classes throughout the capital stack, and in both the public and private markets.

Our Deployment Difference

CollaborationOur team-based approach emphasises productive relationships built on mutual understanding, alignment of objectives, and working together.
CommunicationWe are a responsive partner committed to providing accurate, concise and timely communication that keeps you informed and on-track.
ClarityWe offer a transparent and straightforward process that ensures a clear view of your investments, options and the recommended course of action.

Investment Advisory Services

  • Transaction Summary
  • Sources & Uses, Capital Structure
  • Key Transaction Highlights
  • Key Issues and Mitigants
  • Sponsor Track Record
  • Borrower Information including Organisational Structure
  • Legal and Technical Due Diligence and Considerations
  • Financing Summary including key loan terms
  • Asset and Market Overview
  • Preparation of transaction model including
    • Assumptions in cooperation with the client
    • Cashflow
    • Sensitivities (Upside and Downside)
  • Market overview including sector overview, key market transactions, sale volumes, yields, market rent, absorption and supply
  • Location maps and portfolio stratification
  • Asset summaries including key features, photos, property highlights, location, location description and tenancy schedules
  • Assist client in the engagement of valuations and QS reports
  • Review reports for reasonableness and work with client to obtain final reports
  • Preparation of summary report on valuation assumptions and key findings
  • Maintain pipeline of all deals under term sheet for entire closing process
  • Maintain a closing checklist for each asset
  • Participate in closing calls and record important items for follow up
  • Coordinate the satisfaction of commercial aspects of the CP schedules
  • Collect, request, and compile all lender and other 3rd party invoices for closing
  • Calculate and co-ordinate approval of the final settlement statement and fund flows