Service Line
Texas Debt & Capital Stack Advisory
Capital strategy before lender outreach. We help sponsors and owners size the request, pressure-test the stack, position the opportunity, compare terms, and coordinate execution from first conversation through closing.
SponsorsOwnersDevelopersFamily OfficesInvestors
Lead Contact
Reginald Benjamin
Point of Contact, Debt & Capital Stack · San Antonio, Texas
Reginald coordinates the initial conversation, capital-stack strategy, and next steps with the client team and financing counterparties.
Scope
What We Do
- - Debt sizing, leverage strategy, and capital-stack scenario analysis
- - Acquisition, refinance, bridge, construction, and permanent financing coordination
- - Lender positioning, request preparation, and term-sheet comparison
- - Execution support across diligence, third-party reports, counsel, and closing milestones
Process
How We Engage
- - Define the business plan, sources and uses, timing, and non-negotiable constraints
- - Model senior debt, subordinate capital, and sponsor-equity scenarios
- - Prepare a lender-ready request and run targeted financing conversations
- - Compare terms, manage diligence, and coordinate the selected path through closing
FAQ
Questions
When should we begin the financing process?
When should we begin the financing process?
Before the capital structure is locked. Early engagement creates time to test leverage, reserves, recourse, covenants, and execution risk before a deadline removes options.
Can you help with both acquisitions and refinancings?
Can you help with both acquisitions and refinancings?
Yes. We support acquisition debt, refinancings, bridge and construction requests, recapitalizations, and permanent financing strategy.
Do you provide legal, tax, or securities advice?
Do you provide legal, tax, or securities advice?
No. We coordinate the real estate and financing process with your lenders, counsel, tax advisors, and any appropriately licensed capital-markets professionals required for the transaction.
Disclaimer: Information on this website is provided for general informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any security or investment product. Any opportunities referenced are subject to change, availability, and applicable legal requirements.