Lakepoint Capital

How we work

A proven process, run across the whole lending market.

Our process is built to get you the lowest rates, the leverage you want and the most flexible terms available from the entire commercial lending market.

  1. 01

    Strategy meetings

    • Understand your goals for your commercial financing.
    • Provide a Non-Disclosure Agreement for added comfort.
    • Assess preliminary financial and non-financial information.
    • Present an Engagement Proposal.

    You receive: an Engagement Proposal

  2. 02

    Underwriting

    • Perform detailed financial modelling and debt sensitivity analysis to determine the optimal financing structure.
    • Complete the necessary market and industry research.
    • Prepare a custom Request for Financing package.

    Lender receives: a custom Request for Financing package

  3. 03

    Obtain offers

    • Circulate the Request for Financing to selected lenders and keep their review moving at the right pace.
    • Negotiate terms and conditions during the tendering process.
    • Receive offers from lenders, also known as term sheets or discussion papers.

    You receive: indicative lender terms

  4. 04

    Secure commitment

    • Rank the offers on rates, fees, collateral and the other terms and conditions.
    • Complete final negotiations before you agree to deal terms.
    • Obtain a commitment from the chosen lender and see the loan through to funding.

    You receive: a formal financing approval

Experience

With decades of combined experience, we anticipate challenges, move fast, and deliver consistently superior financing outcomes for our clients.

in debt advisory engagements
Close to $400M
Canadian lender relationships
115+
lender offers on a typical engagement
3+

Testimonials

What lenders and clients say.

“Lakepoint Capital brings exceptional value to its clients by presenting fully vetted, bankable opportunities to us. Their diligence and attention to detail not only streamlines the process for us, but it also ensures their clients receive the best deal and structure possible. Lakepoint's approach and the quality of their Request for Financing packages are truly superior to anything else we've seen, enabling us to get deals done faster.”

Commercial Team Lead and Credit AdjudicatorChartered bank

“We worked with Lakepoint Capital to support a complex lending scenario that required significant interaction with lenders and other professionals. The level of professionalism and support Lakepoint brought to the engagement was outstanding! They brought specialized lenders to the table with terms that were reasonable creating a competitive process on a short timeline, and ultimately got the financing our client required. If you want a competitive bid process or have complex borrowing needs, I highly recommend meeting with Lakepoint!”

CFO AdvisorClient testimonial