Advisory
We help companies raise, acquire and build.
Every mandate is led by a senior principal from introduction through completion.
Four practices, two modes.
Transaction Mandates
Debt Capital Markets
Debt raises across the capital structure, corporate or asset-based.
We package the company for lenders, build the investor list, run a
competitive process, negotiate terms, and manage diligence and
documentation to close.
Mergers & Acquisitions
Full-process buy-side and sell-side execution: outreach, valuation
and modeling, diligence management, structuring, and negotiation
through signing.
Standing Mandates
Origination, Underwriting & Operations
Your credit and structuring team: credit policy, process, and model design, through underwriting the book.
Your facility operations partner: covenant and compliance monitoring, reporting and borrowing-base mechanics, and lender relationship management.
Corporate Strategy & Development
Capital strategy and planning, corporate development, and board and
governance support. All engaged on an ongoing basis, between and
around transactions.
How an Overmatch transaction mandate runs.
Phase 01
Pre-Market
Understand client needs and design a viable solution.
Phase 02
Engage
Approach the best-suited institutional partner. Negotiate superior outcomes.
Phase 03
Execute
Lead due diligence, documentation, closing process, and operational setup.
Phase 04
Post-Close Support
Situation-dependent, including facility reporting and amendments.
Representative workstreams for standing mandates.
Private credit & direct lending strategy
Tokenization & RWA advisory
SPV structuring & management
Build-vs-buy-vs-partner analysis
DeFi liquidity strategy
Portfolio performance & loss analysis
New-market & product strategy
Investment-committee orchestration
Rating agency preparation & process
Pricing & unit-economics strategy
Fund formation
Treasury & allocator advisory
Commercial contract negotiation
Ecosystem positioning & partnerships
Originator sourcing & diligence