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ARCOIRED Advisory Platform

Transaction Advisory Mandate

  • Deal Preparation, Structuring, Negotiation, Financing, & Execution

This Advisory Mandate focuses on client support from credit application to disbursement.

Download Brochure

Transaction Mandate Overview

  • Door-to-door client-side technical support.
  • Mandated support without undermining lender role.
  • Customizable to deal-specific requirements.
Download Initiation Form
Exclusive Client-Side Mandate.
No Liability. No Representation.
No Brokerage. No Intermediation.
Exclusive Client-Side Mandate.
No Liability. No Representation
No Brokerage. No Intermediation.

Contextual Rationale

  • A consistent feature in credit environment is the volume of transactions that fail to progress beyond appraisal due to deficiencies in preparation, structuring, and documentation despite their potential commercial viability.
  • Credit applications are often submitted to lenders with incomplete documentation, weak structuring,  and over-optimistic assumptions, leading to declines before the actual business case is assessed. 
  • The Transaction Advisory Mandate addresses credit application deficiencies at source by providing hands-on technical support to clients throughout their credit application journey.

Common Credit Issues Addressed

Incomplete Documentation

  • Transactions submitted with weak business case, incomplete documentation, and loose legal structures.

Weak Structuring

  • Funding requests lacking deal architecture, risk parameters, and commercial logic.

Misaligned Objectives

  • Transactions with low credit discipline, financial capacity, capital structure, and weak collateral proposition.
Initiate Acquaintance

Transaction Mandate Delivery Parameters

  • The Transaction Advisory Mandate is delivered through two structured engagement modes.

Task-Specific Mandate

This mode covers selected mandate parameters based on client requirements and transaction development stage. 

  • Focused advisory scope
  • Flexible and modular engagement
  • Suitable for transactions already in progress

    • Door-to-Door Mandate

    This mode covers the full mandate scope from concept development to disbursement and, where required, post-implementation support. 

  • Full transaction lifecycle coverage
  • Integrated structuring and execution support
  • Suitable for new or complex transactions

    • Transaction Mandate Scope

    The Transaction Advisory Mandate covers six core credit parameters.

    01

    Lender Identification and Financing Outreach

    • Disciplined and non-exclusive identification of appropriate financing partners and aligning credit application to lender requirements.
    •  

    02

    Transaction Preparation and Bankability Structuring

    • Developing transaction architecture, financial structuring, and alignment of risk, collateral, and covenants.
    •  

    03

    Transaction Documentation and Application Readiness

    • Preparation and refinement of transaction documentation in line with best-practice credit standards.
    •  

    04

    Term Sheet Review and Negotiation Support

    • Technical support in term sheet negotiation and reviewing of key commercial terms.
    •  

    05

    Legal Documentation Review and Advisory

    • Review of financing agreements and alignment with negotiated terms.
    •  

    06

    Post-approval, Disbursement and Implementation Support

    • Support through credit approval, financial close, disbursement, and post-disbursement advisory.
    •  

    Financing Context

    Market Acquaintance and Lender Outreach

    • A disciplined and non-exclusive outreach across multilateral, international, and regional financial institutions on commercially reasonable effort and on a non-circumventive basis.

    Sample - I

    Multilaterals and DFIs

    Sample - II

    International Banks & FIs

    Sample - III

    Pan-African FIs

    Operating Discipline

    The Advisory Mandate is delivered within a clearly defined institutional framework to preserve independence and maintain integrity.

    Exclusive Client-Side

    • All advisory services are provided exclusively to the client.

    Institutional Independence

    • Financing institutions retain full control over credit process.

    No Brokerage

    • The mandate does not involve any commission-based activities.

    No Lender Liability

    • No fees, obligations, or any liabilities on any financing institution.

    Limited Interaction

    • Engagement is limited to standard credit  protocols.

    No Moral Hazard

    • No prior endorsement of client credit worthiness of any kind.

    Downloads Hub

    Transaction Advisory Mandate

    • Client-facing mandate document.
    Request TAM

    Mutual NDA Template

    • Mutual confidentiality Agreement.
    Request NDA

    Client Initiation Form

    • Client principal onboarding document.
    Download Form

    Mandate Service Agreement

    • Formal engagement terms agreement.
    Request MSA

    Transaction Readiness Support

    • Lender information note.
    Request TRS

    Transaction Advisory Brochure

    • Official transaction advisory brochure.
    Download Brochure
    Arcoired logo

    Office: +25478786492

    Mobile: +254728864922

    Email: contact@arcoired.org

    inquiries: info@arcoired.org

    Location:

    Muthangari, Lavington

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