Delivering quality debt solutions for our clients.

Integrity. Experience. Results.


Lakeside Advisory takes pride in the debt advisory services it provides to its clients across a range of sectors. By taking the time to understand the needs of our clients, we are well placed to deliver quality outcomes.

An extensive suite of debt advisory services.

  • Debt raising

    Manage a debt raising process which could be event-driven (acquisition or demerger) or a refinancing. We assist our clients to prepare, plan and execute in the most suitable debt markets (loan, Medium Term Note, US Private Placement) including consideration of bank and non-bank lenders as well as providing market benchmarking on key terms and pricing to achieve the optimal outcome.

  • Capital management

    Review the existing capital structure and identify areas for improvement to better align the funding strategy with the business strategy. We undertake debt sizing analysis and scenario planning as well as sensitivity analysis to work with our clients to best accommodate their future funding needs.

  • Borrowing strategy

    Develop a borrowing strategy including a detailed outline of market selection, volume, structure, tenor, lender mix and ESG considerations. We work with our clients to help articulate the borrowing strategy to internal stakeholders (senior management, board and relevant committees) as well as external stakeholders (lenders and rating agencies).

  • Board communication

    Assist with board communication. We use our knowledge of the debt markets and lender requirements to help our clients communicate at the board and committee level on all matters related to debt including the borrowing strategy, refinance plans, final decisions on debt structure, tenor and lender composition.

  • Ratings advisory

    Assist with a credit rating process. We assist our clients in evaluating the pros and cons of obtaining a credit rating as well as articulating the credit story to a rating agency and assembling and presenting the relevant information as well as ongoing stakeholder management (internal and external).

  • Debt restructure

    Assist with a debt restructure. We work with clients to renegotiate existing debt terms including financial covenant waivers and resets, facility extensions and amendments. We work well with borrowers and lenders to understand all perspectives to facilitate a suitable outcome.