Banking Relationships

About the service

Shopping for a commercial loan is a daunting process. From the composition of financial reports to the gathering of documents, the legwork alone is tedious and time-consuming — especially when you have a business to run. We get it and we want to help!

The Coveted team knows what lending institutions look for and can create placement memos that make the process smooth and efficient. With accurate financial reports, we’re able to provide opportunities for the most competitive rates and terms available.

We also know which banks understand your industry and can move fast when it’s time to purchase additional equipment or access a line of credit.

At Coveted, we can:

• assist in finding the right bank for your industry.

• create bank placement memos for swift analysis.

• review complex, aggregate credit structures.

• establish a secondary banking relationship, if appropriate.

• provide alternative lending situations.

• review covenant compliance and borrowing base certificates.

• negotiate favorable loan terms.

We can navigate the process with ease and save our clients time and money. Our knowledge offers a competitive edge in your hunt for a banking relationship.

At Coveted, we have helped hundreds of clients improve their access to capital.

Schedule a call with us. Together, we’ll review your company’s finances and find the right bank placement for you.