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Lenders and introducers

How we send requests to lenders on our panel, what they receive, and how accountants, lawyers and advisers can refer clients who need debt.

What panel lenders receive

We record each lender's criteria and send only the requests that match them.

Join the lender panel

Requests screened against your criteria

Ticket size, sectors, geographies, leverage limits and structures you lend against.

A credit memo and model

Prepared for your credit committee, with the data room ready when you need it.

A timetable and bid template

Dates for indicative and final offers, and access to management.

Latin American requests

Borrowers originated through the Sigma Trust team in São Paulo.

Types of lender we work with

The panel covers the main sources of commercial credit, so a borrower can compare different kinds of offer.

Commercial and private banksSenior, ABL, trade
Direct lending fundsUnitranche, senior
Real estate debt fundsBridge, construction
Special situations and mezzanine fundsJunior capital
Family officesBespoke and club deals

For introducers

Accountants, lawyers, M&A advisers and private bankers often see a financing need first. If you refer a client, we run the lender process and keep you informed of each stage.

Refer a client
How are introducer arrangements agreed?
In writing, before we act, and disclosed to the borrower. Where professional rules prevent you from receiving a fee, we keep you informed without one.
Will you contact my client directly?
Only with your agreement. You can join the first call, and you stay copied on milestones through to funding.
What should I send?
The client's name, what the business does, the amount and the purpose. Accounts can follow once the client has agreed to proceed.

Send your lending criteria

Use the request form and choose "Lender". Include ticket size, sectors, geographies and structures.

Go to the form