5 ways to Successfully Navigate Complex Deals and Get Them Across the Finish Line

5 ways to Successfully Navigate Complex Deals and Get Them Across the Finish Line

Complex deals can present challenges, but with careful planning and execution, you can achieve success. At Ortus, we understand the intricacies of complex transactions and have compiled our top tips to help you navigate and close these deals effectively.  

1. Do your research

When dealing with complex transactions, conducting comprehensive due diligence is paramount. Thoroughly assess all aspects of the deal, including financials, legalities, and potential risks.  

As a lender, we will need to know the following: 

  • The true purpose of the finance
  • The borrower’s financial situation, including credit and source of wealth
  • The client’s net asset and income position
  • The details of the asset to be used as security
  • The required LTV
  • The viability of the exit strategy

Doing this due diligence upfront ensures a solid foundation for the deal.  


2. Embrace a Problem-Solving Mindset and Be Prepared to Compromise. 

Complex deals often involve hurdles and challenges. Adopting a problem-solving mindset and being open to compromise is crucial. Understand that not all parties will get everything they want, and be prepared to think creatively to overcome obstacles. Finding common ground and reaching agreements that work for all stakeholders is key to closing complex deals successfully.  


3. Establish Clear Communication Channels

Transparent and effective communication is vital in complex deals. Establish clear channels of communication with all stakeholders, ensuring everyone is informed and updated throughout the transaction. Assemble a team of experts, including legal advisors, surveyors and specialists in various fields, who can provide valuable insights and expertise throughout the transaction process. Building relationships with this team can be essential to the deal’s success. This means being transparent and honest and being willing to work together to find solutions.


4. Exercise patience and persistence.

Complex deals can often take time to complete. Patience and persistence are key virtues. Stay focused on the end goal and remain committed until the deal is successfully completed. Be prepared for potential delays, setbacks, and adapt your strategy accordingly. Remember, the rewards of a successful complex deal are worth the effort and dedication.  


5. Tailored Finance Solutions to Fit the Deal

Recognise that one size does not fit all when it comes to complex deals. To maximize your chances of success, develop tailored financing solutions that align with the unique requirements of each transaction. At Ortus we have extensive experience in complex lending and specialise in crafting customised loan structures that address the intricacies of complex deals. With our extensive experience and expertise, we can guide you through the process and get the deal done.  


Joanne Chapman

I help business owners and property investors succeed by providing access to the funding they need.

1y

Very useful guide

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