Professional Advisers
Specialist Debt Advisory Support for Transactions
Oakmead Finance works alongside professional advisers to provide specialist debt advisory support on transactions requiring external funding.
We support corporate finance advisers, accountants and solicitors by advising on debt structuring and managing lender engagement. The funding works to the agreed transaction strategy, timetable and risk profile.
Our Role Within the Transaction Team
Our role is focused exclusively on debt advisory. We do not provide corporate finance advice, lead transactions or compete for advisory mandates.
We are typically engaged to:
- Assess debt capacity and lender appetite
- Structure appropriate acquisition or growth funding
- Engage and manage lenders through credit approval
- Coordinate funding through documentation and completion
Lead advisers retain control of the transaction, with the funding side managed by a specialist.
For transaction context, see business acquisition finance, growth and investment funding, working capital optimisation, and debt restructuring and refinance. For how funding components fit together, see Funding Solutions.
Independence and Lender Coverage
Oakmead Finance is an independent debt advisory firm. We work across a broad panel of UK banks, challenger lenders and specialist funders.
This independence allows us to:
- Identify funding solutions based on suitability and sustainability
- Navigate differing lender credit policies
- Coordinate multi-lender structures where appropriate
Our focus is on delivering funding that is robust post-completion and aligned with the long-term objectives of the business.
Experience and Track Record
Since 2014, Oakmead Finance has arranged over £300 million in funding across more than 15 sectors, supporting:
Management buy-outs and buy-ins
Strategic acquisitions
Growth and working capital funding
Debt restructuring and refinance transactions
Our advisers have held senior roles within banking and corporate finance. That experience shows in how we engage lenders and manage transactions.
Working Relationship
We place particular importance on:
- Clear delineation of roles
- Transparent communication throughout the process
- Protecting adviser and client relationships
- Delivering funding in line with agreed strategy and timetable
Our objective is to be a reliable, specialist partner to professional advisers and their clients.
Initial Discussion
Professional advisers seeking specialist debt advisory support for transactions are welcome to contact Oakmead Finance for an initial, confidential discussion.
Contact an Adviser