Our specialty is finding optimal financing solutions through completely underwritten deal books shopped to the lenders that provide the "right fit" for our clients.
The Solutions We Offer
Corporate Debt Placement’s specialty is sourcing the “right-fit” financing solutions for companies in transition and unable to secure traditional, conventional financing.
How We Operate
TIME IS MONEY
We will work expeditiously to understand our client’s position
and find the “right-fit” lending solution.
Initial Contact
We will candidly assess the situation and make recommendations as to potential solutions, envisioned scope of work and timing.
Formal Engagement
We will collect various financial and collateral documents/reports to begin our in-depth financial and collateral analysis and schedule a face-to-face meeting with stakeholders to discuss findings and completion of our pre-underwriting loan package.
Upon Approval
Begin targeted lender solicitation of “right-fit” lenders presenting them with what essentially will be the basis for their review/approval process.
Meet Our Team
Ray Green
Ray has over 50 years of corporate finance and commercial banking experience working with regional and national organizations. Ray was a founding member in four successful asset-based lending platforms start-ups with institutions including GMAC, Citizens Bank, Talmer Bank and Woodforest National Bank. Throughout his career, Ray has worked closely with clients of many different industries and brought a consultative acumen to all of his relationships.
James Farrell
James is a Business Development, Credit, and Leadership professional with over 35 years of experience in commercial finance, specializing in senior secured asset-based lending. His background also includes turnaround management and experience. James spent 16 years in Sales and Sales Management roles with Pathward, N.A., and its predecessor, Crestmark Bank, along with 10+ years in Sales and Portfolio Management. He brings deep industry knowledge, strong leadership experience, and a proven ability to build relationships and deliver results.
Our Process
1) Comprehensive Financial & Collateral Analysis:
At CDP, we develop a thorough financial and collateral analysis and loan packaging to identify “right-fit” lending partners versus broadcasting a loosely constructed package across a universe of lenders. This targeted approach saves time and money and provides for the receipt
of legitimate lending proposals.
At CDP, we develop a thorough financial and collateral analysis and loan packaging to identify “right-fit” lending partners versus broadcasting a loosely constructed package across a universe of lenders. This targeted approach saves time and money and provides for the receipt of legitimate lending proposals.
2) Proactive Discovery Process:
We uncover and mitigate what potential lenders would find during their respective diligence process, thus providing full transparency to targeted lenders and ensuring no surprises and a solid basis for a lending relationship.
3) Detailed Audit Preparation:
Our in-depth approach ensures your books and records are prepared to support due diligence audits and required ongoing reporting, giving you and your prospective new lender the confidence in your ability to accurately report.
4) Lender Due Diligence/Approval Process:
We will assist with the lender diligence and approval process inserting our knowledge of our client’s business and exerting our decades of commercial banking and finance experience into the process.