Phase 1 — Weeks 1-2
Strategic assessment and planning: capital structure analysis, funding requirement validation, source identification, strategic roadmap development. Establish clear objectives and realistic timelines aligned with business needs.
Services
Capital advisory
Quick summary:
- • 4-6 weeks to funding-ready
- • Full spectrum coverage
- • Deep bank relationships
- • End-to-end support
Secure the right capital at the right time for sustainable growth. Navigate Greece's complex funding landscape with strategic advisory that transforms financing from constraint to catalyst.
- Strategic capital structure design aligned with growth trajectory
- Access to full spectrum of funding sources from banks to investors
- Institutional-grade preparation that accelerates funding processes
- Post-funding support ensuring successful deployment and compliance
Overview
Capital constraints remain the primary barrier preventing Greek SMEs from achieving their growth potential. Yet the funding landscape has never been more diverse, with traditional banking evolving alongside EU development programs, alternative finance platforms, and renewed investor interest in the Greek market. The challenge lies not in capital availability but in navigation complexity and preparation quality.
Our Capital advisory service bridges the critical gap between SME capabilities and institutional requirements. We transform businesses from funding seekers into investment-ready partners, creating the documentation, governance, and strategic clarity that funding sources require. Led by Managing Partner Filippos Andreou, whose extensive experience spans investment sourcing, capital structuring, and complex negotiations, we position companies to access optimal funding solutions aligned with their strategic objectives.
The service extends beyond simple introductions or application support. We architect comprehensive funding strategies that consider the full lifecycle of capital needs, optimize the interplay between different funding sources, and ensure that today's financing decisions support tomorrow's growth ambitions. This strategic approach transforms capital raising from a periodic crisis into a managed process that supports sustainable expansion.
At a glance
4–6 weeks
to funding-ready documentation
Full spectrum
coverage from working capital to growth equity
Deep relationships
with Greek banks and funding institutions
End-to-end
support from strategy through deployment
Deep dive
Timeline
Phase 2 — Weeks 3-4
Documentation and preparation: business plan refinement, financial model development, investor materials creation, due diligence preparation. Build comprehensive materials that anticipate and address funding source requirements.
Phase 3 — Weeks 5-8
Market engagement and negotiation: funding source approaches, term negotiation, due diligence management, competitive process orchestration. Manage parallel workstreams to optimize terms while maintaining momentum.
Phase 4 — Ongoing
Execution and deployment support: documentation completion, condition precedent satisfaction, drawdown management, relationship maintenance. Ensure successful funding deployment and establish frameworks for ongoing success.
Impact
Healthcare sector refinancing
Refinanced €50M across multiple healthcare operators, averting bankruptcies and preserving critical regional services. Currently advising on expansion capital for post-COVID growth.
Family office advisory
Currently advising family office on Greek real estate investment opportunities, providing market analysis, deal sourcing, and structuring expertise for €20M+ deployment.
PE portfolio support
Supporting private equity fund's Greek SME portfolio with growth capital structuring, achieving 40% lower financing costs through optimized bank facility design.
Frequently asked questions
Ready to unlock your growth potential?
Let's discuss your funding objectives and design a capital strategy that transforms constraints into catalysts.