Client Intake


Client Intake

Select The Appropriate Intake Route

Please select the category that best reflects your transaction. You will be directed to the appropriate intake form for initial engagement review.

Structured Finance Intake

Submit Your Transaction For Engagement Review

Submit the principal transaction details and supporting information required for our initial assessment.

Engagement Process

From Initial Assessment To Closing

Each prospective mandate is assessed before an advisory engagement is accepted. Where the transaction falls within our scope and there is a suitable basis for engagement, FG Capital Advisors issues a formal proposal setting out the mandate, scope of work and commercial terms.

01 Intake

Submit The Transaction

Provide the principal transaction details, financing requirement, jurisdiction, use of proceeds, repayment source and available supporting documentation through the appropriate intake route.

02 Assessment

Initial Mandate Assessment

Our team assesses the transaction, available credit support, execution readiness and whether the mandate falls within our advisory capabilities and institutional financing network.

03 Engagement

Proposal & Execution

Where we determine that there is a suitable basis for engagement, FG Capital Advisors issues a formal proposal setting out the scope, responsibilities, fees and applicable engagement terms. The mandate commences once the engagement has been executed and the applicable commencement requirements have been satisfied.

04 Mandate

Execution Through Closing

During the mandate, we coordinate the agreed structuring, transaction preparation, documentation and communication with relevant counterparties, supporting the transaction through underwriting, negotiation and closing.

For an efficient initial assessment: please include the financing amount, jurisdiction, use of proceeds, repayment source, proposed security or collateral, relevant counterparties, transaction status and any material contracts or supporting documentation currently available.