Our Team
Principal-led. Deal-team staffed.
Every mandate is led by the principal from first call to close. Once a mandate is signed, we put together a dedicated deal team from a vetted network of senior specialists.
Each one is chosen for the commodity, structure and jurisdiction of that specific transaction. You get senior people on your deal, not juniors learning on it.
Collective experience
Select a transaction type to see a typical deal team.
Trade finance operations
Specialists with up to 28 years across banking, commodity trading and shipping, covering documentary credits (MT700), SBLCs, guarantees, document checking and SWIFT messaging.
Credit and debt advisory
Former bank credit and debt professionals from global banking and markets, power, utilities and infrastructure, and branch-level credit underwriting.
Project finance modelling
Chartered Accountants and modellers with Big Four advisory backgrounds, building lender-grade models (DSCR, LLCR, debt sizing) for energy, power and infrastructure projects.
CFO-level transaction support
Group and fractional CFOs experienced in capital strategy, M&A, borrowing base facilities, receivables finance and lender readiness.
Risk and capital markets research
FRM-qualified analysts covering quantitative risk, lender mapping and funding strategy.
Audit and financial analysis
Internal audit and risk specialists with hands-on experience in LC issuance and banker's acceptances.
Why we don't publish names
Our team members work across multiple institutions and jurisdictions. To protect their privacy and our clients' confidentiality, we do not publish names. Engaged clients receive the credentials of their specific deal team on request, as set out in their engagement letter.
See our verified mandates and case studies, how the team works on a live mandate in our lender introduction process, and what each engagement delivers for trade and commodity finance and project finance.
Put a senior deal team on your transaction
Request a quote with your financing need, amount and timeline. We will assess the deal and send a proposal with the diagnosis, structure and engagement terms.
Financely is an advisory and arranging firm, not a lender or broker-dealer. Team composition depends on each mandate, and specialists are engaged on a transaction basis.