Our Process

Nabesna Capital

Every transaction begins with clarity and ends with execution.

At Nabesna Capital, our process is built to protect the client, respect the lender, and ensure that every deal we present is structured, credible, and ready to close.

We apply the same disciplined framework to both our Capital Solutions and Advisory & Investment Services divisions — tailored for each type of engagement.

capital solutions process

Our lending process focuses on structure, speed, and certainty.
We guide clients from initial consultation through final funding, ensuring each transaction is lender-ready, fully documented, and aligned with underwriting standards.

Discovery & Qualification

We begin with a focused conversation about your business, goals, and capital needs. This allows us to identify the best financing strategy, whether through traditional banks, private lenders, or SBA / CDFI programs.

Financial Packaging & Analysis

We collect financial statements, tax returns, and collateral details, then prepare a professional loan package. This includes debt coverage, projections, and key financial ratios — presented to meet institutional credit standards.

Lender Engagement

We leverage our network of banks, credit unions, and private lenders to identify multiple term sheet options. Each lender is vetted for fit, timeline, and transaction appetite.

Term Sheet Comparison & Negotiation

We evaluate all term sheets to compare pricing, structure, collateral requirements, and covenants. Our focus is finding the optimal mix of cost and flexibility — not just the lowest rate.

Closing Coordination

Once terms are selected, we coordinate due diligence, documentation, and closing logistics with all parties involved — ensuring a smooth, on-time funding.

Advisory & Investment Services Process

Our advisory process is designed for strategic transactions such as M&A, equity placement, or recapitalization.

We operate confidentially and selectively, managing each engagement with institutional rigor and investor-grade presentation.

Strategic Assessment

We begin by defining the client’s objectives — growth, acquisition, liquidity, or capital restructuring. This includes evaluating financials, ownership goals, and transaction readiness.

Valuation & Positioning

We perform financial analysis, market benchmarking, and valuation framing to prepare investor-grade materials. The goal is to present the opportunity with clarity and credibility to potential buyers or capital partners.

Market Outreach

We approach a curated network of qualified buyers, investors, or capital providers. Each party is pre-screened for fit, capacity, and interest to protect confidentiality and efficiency.

Negotiation & Due Diligence

We lead the negotiation of key deal terms, assist in due diligence coordination, and ensure alignment between all stakeholders.

Closing & Transition Support

Our role continues through documentation, final negotiations, and closing logistics — ensuring that the transaction completes successfully and positions the client for the next stage of growth.

Our Commitment

Nabesna capital

Why Our Process Works

  • Structured, not rushed: Every deal follows a defined workflow to protect timelines and outcomes.

  • Transparent communication: Clients and lenders stay informed at every stage.

  • Institutional standards: All materials are prepared with bank and investor-grade quality.

  • Results-driven: We measure success by execution — getting our clients funded or closed.

Whether arranging debt or guiding a transaction, Nabesna Capital approaches every engagement with precision, transparency, and accountability.
Our process isn’t just about getting to yes — it’s about getting to the right yes.