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Advice & funding

Allia team group2

Allia C&C’s Advice & funding team has unrivalled expertise advising and arranging debt finance solutions for charities and responsible businesses of all shapes and sizes.

We work with established borrowers looking to typically raise from £2m so our clients can focus on accelerating their impact. We create opportunities through our deep connections with a wide range of institutional investors and distributors, including high street and specialist banks, the bond markets and private placements.

Allia C&C provides an end-to-end service to support you at every stage of the funding journey.

We help you assess the best funding option for your business:

  • Developing business models
  • Analysing the requirement for debt
  • Advising on refinancing and restructuring of legacy debt
  • Setting out the price and availability of new debt
  • Advising on and modelling the optimal funding package
  • Providing insight into market conditions
  • Re-presenting accounts in lender-friendly format
  • Assisting with ESG and sustainability frameworks.

We’ll find and deliver the solution that’s best suited to your business:

  • Arranging bank loans, bonds and private placements
  • Senior/junior debt & other capital instruments for mutuals
  • Reconfiguring or restructuring legacy debt portfolios
  • Overseeing the production of documentation
  • Coordinating advisers
  • Running investor presentations
  • Managing ITTs and marketing processes
  • Placing securities through our network of investors and brokers.

We can help you manage your debt and investor relations:

  • Providing performance data and market intelligence
  • Benchmarking & VFM assurance
  • Advising on ESG and impact reporting
  • Managing investor communications
  • Supporting bank negotiations
  • Liability management – buy-backs, exchange offers, tender offers, consent solicitations.

Meet the team

Chief Executive

Advice & Funding Executive

Head of Risk

Advice & Funding Executive

Advice & Funding Manager

Head of the Scottish Office

Joint Head of Advice & Funding

Director Advice & Funding

Head of Financial Modelling

Advice & Funding Executive

Joint Head of Advice & Funding

Advice & funding case studies

C&C Insights from Advice & funding

An updated sustainability bond framework has been launched for RCB to provide a transparent account of the process by which the board of RCB reviews each prospective borrower.

Allia C&C is delighted to have worked with LiveWest Treasury PLC to launch its 5% fixed rate notes due in 2031 as part of its EMTN programme. The bonds were issued with a coupon of 5% with a six-year maturity, benefiting from the shape of the yield curve.

Despite enjoying strong credit ratings and an impeccable track record, most Housing Associations still issue bonds on a secured basis – a practice that may be doing more harm than good.