Our Services

yami advisory supports companies in the structruring and implementation of tailored financing solutions.
Our focus lies in designing a resilient capital structure that enables growth, mitigates risk, and ensures long-term stability.
We take a holistic approach to every project – from strategic analysis to the successful completion of the transaction.

Our team builds on extensive structuring experience gained on the lending side. This allows us to assess credits early on and prior to any engagement with potential financing parties. We prepare address all relevant credit topics upfront in order to ensure a successful financing outcome.

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Comprehensive Advice with Strategic Focus

Our advisory services extend well beyond the mere arrangement of financing. Together with our clients, we develop a sustainable financing strategy aligned with the corporate structure, market environment and growth objectives. We analyse potential capital structures, identify optimisation potential, and design bespoke solutions. Via our cooperation partner Gracher, we provide our clients with holistic financing structuring as a „one-stop-shop“.

Strong Partner Networks and Independent Advice

Thanks to our broad international network of banks, credit funds and alternative lenders, we are able to identify and engage the most suitable financing partners for each situation. Even in complex or time-critical scenarios, we support our clients with experience, analytical expertise and strong negotiation capabilities.

As an independent, owner-managed firm, we act exclusively in the interest of our clients – product-neutral and free from conflicts of interest.

Tailored Solutions for Every Financing Phase

Companies face the same core challenge in very different circumstances: securing the right financing. Whether acquisition financing, growth, or turnaround/restructuring – every phase requires a tailored strategy and appropriate financing partners. This is precisely where yami advisory adds value.

We accompany our clients from the initial discussion through to the successful completion of the financing process. We analyse the status quo, define objectives together with our clients, and develop a financing strategy that fits both the corporate structure and prevailing market conditions.

Typical financing situations include:

  • Growth and expansion – e.g. new projects, markets or product lines
  • Corporate acquisitions (M&A) or buy-outs
  • Refinancing or recapitalisation
  • Turnaround or restructuring scenarios
  • Bridge financing for short-term liquidity needs
  • Integration of equity or mezzanine capital to strengthen the balance sheet
  • Real estate acquisition financing or divestments via sale-and-lease-back or sale-and-rent-back
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A Clear Process That Creates Transparency and Certainty

With a clearly structured, transparent and competitive process, our clients retain full visibility of every step during the financing process. Our clients always know where we stand, which options are available, and which decisions lie ahead. Proactive communication is essential to us. This gives our clients certainty, time and comparability – from initial analysis to final execution.

The process typically comprises the following stages:

  1. Analysis & Preparation
  • Discussion of the financing rationale and development of the financing strategy
  • Assessment of the existing capital structure, where applicable
  • Definition of objectives and financing parameters
  • Identification of suitable financing partners and preparation of compelling information materials (e.g. debt teaser)
  1. Approach & Negotiation
  • Initial contact with relevant financing partners
  • Evaluation and comparison of feedback and term sheets
  • Negotiation of commercial and structural terms with lenders
  • Support throughout the due diligence process with the aim of achieving clean, “bankable” due diligence reports
  • Recommendation for the selection of the final financing partner(s)
  1. Closing & Implementation
  • Finalisation of terms and negotiation of contractual documentation
  • Process management and coordination of all stakeholders (client, advisors, legal counsel, lenders, etc.)
  • Assistance during signing and closing
  • Ensuring seamless implementation
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