Investment Banking
Bulge Bracket Bank Structured Finance Process
🏦

Bulge Bracket Bank Structured Finance Process

Streamlined structured finance workflow for bulge bracket banks, ensuring thorough financial analysis, proposal formulation, legal documentation, and client support.
1
Identify the Financial Need
2
Compile Information from Prospective Client
3
Collect Financial Statements
4
Analyze the Financial Statements
5
Formulate Financing Proposal
6
Approval: Financing Proposal
7
Present Financing Proposal to the Client
8
Negotiate Terms with the Client
9
Prepare Legal Documents for the Transaction
10
Obtain necessary legal reviews and approvals
11
Approval: Legal Reviews
12
Finalize and sign the legal documents
13
Coordinate Transaction Closing
14
Monitor Performance of the Transaction
15
Manage Any Post-closing Adjustments
16
Prepare all necessary regulatory reporting
17
Maintain ongoing communication with the client
18
Discuss issues that may arise after closing
19
Approval: Issues After Closing Resolution