Advice & funding

Allia C&C’s Advice & funding team has unrivalled expertise advising and arranging debt finance solutions for charities and responsible businesses of all shapes and sizes.

We work with new and established borrowers looking to typically raise from £2m to £250m+, and others looking to restructure or refinance much larger portfolios. We create opportunities through our long standing connections with a wide range of institutional investors and distributors in the bond and private placement markets, as well as high street, charity and specialist banks.

Allia C&C provides an end-to-end service to support you at every stage of the funding journey.

We help you assess the best funding option for your business:

Developing business models
Analysing the capacity and requirement for debt
Advising on refinancing and restructuring of legacy debt and derivatives
Evaluating and comparing available sources of funding
Advising on and modelling the optimal funding package
Funding readiness including:
Understanding benefits and challenges of different markets
Board engagements and training
Providing insight into market conditions
Re-presenting accounts in lender-friendly format
Assisting with ESG frameworks and impact reporting

We’ll find and deliver the solution that’s best suited to your business:

Arranging bank loans, bonds and private placements
Specialists in Access Bonds (retail eligible listed bonds)
Senior/junior debt & other capital instruments for mutuals
Running competitive process to obtain best terms
Reconfiguring or restructuring legacy debt and derivative portfolios
Advising on obtaining credit ratings
Project management including:
Overseeing the production of documentation
Coordinating advisers
Delivering the project to time and budget
Marketing and placement including:
Managing investor presentations
Running Roadshows
Placing securities through our network of investors and brokers.

We can help you manage your debt and investor relations:

Providing performance data and market intelligence
Benchmarking & VFM assurance
Advising on ESG and impact reporting
Managing investor communications
Supporting bank negotiations
Liability management – buy-backs, exchange offers, tender offers, consent solicitations.