Services

Advisory Capabilities

FiiCS provides flexible senior-level advisory support across the lifecycle of a fixed-income or private debt investment.

Credit Underwriting

FiiCS conducts independent credit analysis for institutional investors evaluating new or existing investments.

  • Cash-flow modeling
  • Debt-capacity analysis
  • DSCR evaluation
  • Sponsor analysis
  • Stress testing
  • Recovery analysis
  • Structural review
  • Covenant analysis and credit committee materials
  • Investment memoranda

Transaction Structuring

FiiCS assists investors and sponsors in developing financing structures that appropriately balance capital requirements, investment economics and long-term credit protection.

  • Debt sizing
  • Amortization design
  • Interest-only periods
  • Maturity structures
  • Reserve structures
  • Covenant packages
  • Cash-flow waterfalls
  • Intercreditor considerations
  • Refinancing strategies

Private & Club Financings

FiiCS advises on privately negotiated financings involving one or more institutional investors.

  • Financing strategy
  • Investor positioning
  • Transaction structuring
  • Credit materials
  • Investor diligence
  • Terms and documentation
  • Closing coordination

Portfolio Advisory

FiiCS provides independent analysis of existing institutional investments and portfolio exposures.

  • Portfolio review
  • Refinancing-risk analysis
  • Amendment evaluation
  • Covenant monitoring
  • Restructuring analysis
  • Hold / sell evaluation
  • Secondary-market credit analysis

Administrative Agent & Bondholder Representative Services

For privately placed debt transactions, FiiCS can provide ongoing administrative and investor-representation services.

  • Financial-report monitoring
  • Covenant compliance
  • Investor and borrower communications
  • Consent administration
  • Amendment processes
  • Coordination among lenders
  • Ongoing credit review

Strategic Advisory

FiiCS also provides senior-level strategic advice relating to complex financing and capital-markets decisions.

  • Capital-structure strategy
  • Financing alternatives
  • Investor positioning
  • Transaction feasibility
  • Portfolio strategy
  • Independent transaction review

Discuss an engagement or transaction review

Contact FiiCS