Proposed Financing Requests
Approach & Methodoligies
Winston Rowe & Associates utilizes a best efforts approach to perform the necessary non investment initial due diligence and advisory services pursuant to their proposed general terms and conditions as detailed in the Winston Rowe & Associates executed Letter of Interest.
The Letter of Interest is not a commitment to fund of your proposed financing request.
A completed and signed Transaction Summary Questionnaire must be completed by the prospective client to be considered as a client of Winston Rowe & Associates.
Please carefully read the policies, processes and procedures on this page and within the links in this website, as well as review the Transaction Summary Questionnaire instructions before submitting a transaction for consideration.
The ensuing processes, procedures and policies are subject to change at any time without notice.
Winston Rowe & Associates non investment advisory, consulting and initial due diligence review is a client driven process, it's important that you submit the entire required supporting document in a very timely manner.
Winston Rowe & Associates cannot make a guarantee or promise of any kind that your proposed request for financing will be successful, because the final determination is made by the capital source(s).
Winston Rowe & Associates utilizes a best efforts approach, completely relaying on the clients and their representatives representation of the material facts of the proposed financing request.
Your transaction will never fund if you do not provide all of the requested (required) supporting documents and information in the correct format or misrepresent the material facts of the proposed transaction.
Prospective clients can obtain a sample list of supporting documents to review in the Home or Application Pages of this web site and in the email signature of firstname.lastname@example.org
Prospective Client's must request a transaction summary, from Winston Rowe & Associates that must be signed and submitted via email in a PDF format.
It’s important to note that if you are a broker, consultant or intermediary submitting a transaction, that it includes the prospective clients contact information. Without it, Winston Rowe & Associates will not consider you as a client.
Upon receipt of the transaction summary, the ensuing steps are an overview of the non investment advisory, consulting and initial due diligence process.
Please note; private equity transactions require different engagement and due diligence procedures.
Step 1 Transaction Summary:
Upon receipt of the transaction summary questionnaire, the material facts as presented by the client will be reviewed by Winston Rowe & Associates.
If the proposed transaction, based on the information as provided within the Transaction Summary Questionnaire submitted by the client appears to meet Winston Rowe & Associates capital source(s) financing criteria that may be available from time to time.
Step 2 Processing & Initial Due Diligence:
Winston Rowe & Associates will schedule a conference call with the client to review and verify the material facts as presented by the prospective client (client) and then provide to the prospective client a list of supporting documentation needed (required) to begin the initial due diligence review.At this time,
the client will be placed under contract (Letter of Interest) with Winston Rowe & Associates.
This Letter of Interest is not a commitment to fund your financing request.
This will enable Winston Rowe & Associates to proceed with their non investment advisory, consulting and initial due diligence for the proposed transaction.
Please note; Winston Rowe & Associates utilizes a global approach for the initial due diligence.
This approach includes the review of all business and personal financial documents and credit.
When all of the required (requested) supporting documentation has been submitted to Winston Rowe & Associates, they will begin the non investment consulting, advisory and initial due diligence review to prepare the proposed financing request for the capital sources(s) underwriting at their sole discretion.
Please note; the proposed financing request will not be submitted to the capital source until all of the requested documentation has been provided.