01
Project finance & capital planning
Finance a project
Useful starting information
Bring a short asset description, the development stage, estimated uses of funds, timing, sponsor contribution and any studies or forecasts already available.
SM Globals / Resource centre
Start with your question.
Prepare what matters.
Use the guide to turn a business question into a starting brief. Select the closest objective, check the information you already have and note the gaps before exploring the relevant SM Globals service.
A practical starting point
Your requirement, connected to the right support.
Use the closest match as a starting point. Related requirements can be combined within an agreed scope; you do not need to decide on a complete service package before the first discussion.
View the detailed scope
02
Corporate finance & transaction advisory
Prepare for investment or M&A
Useful starting information
Begin with the ownership structure, transaction objective, recent financial information, management forecasts and any existing investor or buyer material.
03
Liquidity & funding advisory
Improve cash flow & funding
Useful starting information
Have recent management accounts, cash balances, receivables and payables information, facility terms and the latest budget or cash forecast available.
04
Trade finance & cross-border advisory
Trade or expand internationally
Useful starting information
Prepare the transaction summary, parties and jurisdictions, available contract, delivery and payment terms, proposed instrument and required dates.
05
Business strategy & execution support
Plan business transformation
Useful starting information
Bring the business objective, organisation structure, current management reporting, priority initiatives and known resource or system constraints.
06
SBLC advisory & readiness
Plan a standby credit requirement
Useful starting information
Prepare the underlying contract or obligation, applicant and beneficiary details, requested amount and currency, required expiry, counterparty instructions and any draft wording.
Before the first discussion
Start with information you already have.
A concise brief is more useful than sending an unstructured collection of files. Begin with the following points and identify any information you cannot yet confirm.
- 01
Objective and decision
Describe the outcome you are considering and the decision that needs to be made. Separate your preferred result from any approval or commitment that another party would need to give.
- 02
Business context and parties
Outline the company or project, the relevant markets and the parties involved. Explain who owns the decision and who can provide information on your side.
- 03
Available evidence and gaps
List the documents, financial information or draft terms already available, including their date and source. Mark estimates, missing records and issues needing a specialist view.
- 04
Timing and constraints
Identify any contract dates, internal deadlines, existing commitments or dependencies. An urgent objective does not replace the review requirements of a bank, investor or specialist.
Before you begin
Answers that help you take the next step.
What if I need more than one service?
Start with the primary decision and mention the connected issues. For example, a project funding requirement may also involve financial structuring. The scope should state which workstreams are included and who is responsible for each.
Should I upload confidential documents here?
No. This website has no forms or document-upload facility. Prepare a high-level brief first. Any confidential information-sharing channel and the permitted recipients must be agreed separately before documents are provided.
Does selecting a service start an engagement?
No. The website explains areas of support. An engagement requires a separately agreed scope, deliverables, responsibilities and terms. Reading a page or downloading a checklist does not create a mandate.
Does advisory support guarantee funding?
No. Financing, investment and instrument issuance remain subject to the relevant provider’s review, due diligence, approvals and terms. Our role and any third-party responsibilities are agreed separately.