Focus on what you do best: Running your business.

Great things happen when our interests are aligned

 

Diamond Willow Advisory is here to help secure the debt capital our clients need so they can focus on running their business. We manage the borrowing process from start to finish. Ensuring our interests are aligned means we win if our clients win.

 

Positioning our clients for the future

DWA facilitates debt capital across all industries for business owners and corporate borrowers within Canada and the United States. We can facilitate a variety of loans, including but not limited to:

✔ Term loans

✔ Acquisition financing

✔ Operating lines

✔ Refinancing

✔ Bridge financing

✔ Asset based lending

✔ Equipment loans/leasing

✔ Revolving acquisition lines

✔ Growth financing

✔ Working capital/lines of credit

✔ Purchase order financing/WIP financing

✔ Trade financing

✔ Factoring receivables

We follow a step-by-step process, providing all involved parties regular updates along the way 

With an NDA signed, we will request financial statements, contracts and other important information. Our team will analyze your business, financial position, operations, capital structure and assets in order to determine the optimal path forward. Our goal is to fully understand the business’ financing needs.

We clearly communicate expectations on both sides, sign an engagement agreement and complete further due diligence to prepare a best-in-class product for lending institutions.

We build a detailed lender-focused financial model, Confidential Information Memorandum (CIM), teaser and more to distribute to prospective lenders.

Utilizing DWA’s extensive network of over 450 lending institutions, we contact targeted lenders with professional documentation, manage NDA’s and coordinate lender due diligence while keeping all interested parties informed throughout. We have a clear understanding of the qualities lenders value and provide them with all pertinent information to allow for quick and efficient decisions in a competitive environment to ensure the best lending terms are offered.

DWA takes full responsibility for negotiating on behalf of our clients. We communicate terms clearly, assist in evaluating alternatives and help with further due diligence and lender requests.

Upon securing successful a term sheet, we make certain all parties are involved in the closing procedures and ensure funds are delivered to our clients.

Our typical client

We work with a variety of borrowers in a wide range of situational dynamics, but our typical clients generally fit the following profile:

  • Company size: $8+ million in revenue

  • Financing size: $2+ million in debt

  • Situation: growth, acquisition, turnarounds, optimization, niche industries

  • Financial position: Profitable or clear path to profitability

  • Geography: Any sector with a Canadian presence

  • Exclusions: DWA does not broker equity/securities and does not directly source mortgage-related debt instruments

Our value proposition

Network

  • ~450 lending institutions

  • Trusted ancillary service providers

Accelerated Timeline

  • Structured and competitive process

  • deep relationships

Expertise & Execution

  • 65+ years combined experience in capital markets

  • Customized process and preparation of all required materials (lender-focused financial model, marketing package, etc.)

Resource Allocation

  • Allow business owners to focus on operations while delegating capital raising process

Aligned Structure

  • Heavily weighted success fee

  • Seek clients with similar values of integrity, accountability, communication and execution

A better experience for borrowers and lenders

“The team at DWA went above and beyond my expectations by not only securing financing for my business, but by ensuring the business was structured to obtain the most favourable terms possible. The onset of the COVID-19 pandemic created major obstacles in the middle of the financing efforts but DWA’s perseverance, professionalism, and constant communication meant all parties remained informed and on track to funding completion.  Allowing me to focus on my business while the DWA team dealt with the requirements to secure debt funding offered great piece of mind, I would highly recommend this team to any business owner looking for a business loan.”

DWA Client and Business Owner in Alberta

“DWA provides an excellent experience for the lender. Starting with a thorough but succinct written introduction to the opportunity followed by a unrelenting commitment to the transaction, they smooth a typically lumpy process. DWA acts in the best interest of their client and translates ‘banker speak’ to their client with ease. I haven’t had a smoother transaction with any deal advisor in my 15 year career - I always look forward to their next call.”

Cash Flow Lender

“The energy and enthusiasm the DWA team has in regards to helping their clients find financing and helping us lenders with any questions that arise is refreshing. The detailed package that the DWA team provided contained all the relevant information we as lenders look for in order to make quick and confident decisions in whether we can or cannot provide financing. Throughout the process, DWA was quick to respond to any questions our team had, they kept all parties informed and did so with a high degree of professionalism and integrity. “

Bank Lender